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JimmyChua

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2022-12-23

Margin calls

"Innovation Stocks Will Eventually Win": Here Are Cathie Wood’s Top Holdings and Where Are They Headed

2022-12-23

It's off to his next group of leaders

Why Isn't Warren Buffett Buying Alphabet (Google) Stock Hand Over Fist?

2022-12-14

Buy

抱歉，原内容已删除

2022-12-01

Let's zoom

Why Zoom Stock Zoomed Almost 7% Higher Today

2022-11-30

Lots got accounts hacked n disabled

Is Meta Platforms Stock a Buy?

2022-11-27

Apple time to adjust down

3 Tech Stocks You Can Count on in This Uncertain Market

2022-11-25

Great ariticle, would you like to share it?

@胖虎哒哒:起底卡塔尔投资局：全球第九大财富基金为何成为马斯克的金主？

2022-11-20

Google

Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?

2022-11-18

Good

抱歉，原内容已删除

2022-11-18

Many accounts are fake or haked. Biz owners don't even know the buyers are real.

Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business

2022-11-17

Probably not true. They could be selling before we do

Tech Layoffs Are Not a Sign of an Impending Recession

2022-11-16

Depends on china and us trade relations

Why Sea Stock Surged 36% on Tuesday?

2022-11-07

Rubbish idea he has

Facebook Parent Meta Is Preparing to Notify Employees of Large-Scale Layoffs This Week

2022-11-03

No

Meta Platforms: Once In A Lifetime Buying Opportunity?

2022-10-31

Sell

Meta: Buy It For The Next Decade

2022-10-27

Up

Mark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again

2022-10-21

Nope

抱歉，原内容已删除

2022-10-17

Up

Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months

2022-10-08

Wonder if they can do it well

SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales

2022-10-04

Yes

Hot Chinese ADRs Flew Higher in Morning Trading, With iQiyi Rising Over 6% and Bilibili Rising Over 4%

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Her ARK Invest fund’s ARK Innovation ETF is loaded with growth-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/innovation-stocks-will-eventually-win-cathie-wood-defends-arkks-performance\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>\"Innovation Stocks Will Eventually Win\": Here Are Cathie Wood’s Top Holdings and Where Are They Headed</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\">\n\"Innovation Stocks Will Eventually Win\": Here Are Cathie Wood’s Top Holdings and Where Are They Headed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/innovation-stocks-will-eventually-win-cathie-wood-defends-arkks-performance><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not long ago considered a trailblazing investing guru, sentiment has entirely shifted around Cathie Wood over the past year and a half. Her ARK Invest fund’s ARK Innovation ETF is loaded with growth-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/innovation-stocks-will-eventually-win-cathie-wood-defends-arkks-performance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","ARKK":"ARK Innovation ETF","EXAS":"精密科学"},"source_url":"https://www.tipranks.com/news/article/innovation-stocks-will-eventually-win-cathie-wood-defends-arkks-performance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182807039","content_text":"Not long ago considered a trailblazing investing guru, sentiment has entirely shifted around Cathie Wood over the past year and a half. Her ARK Invest fund’s ARK Innovation ETF is loaded with growth-oriented pandemic-era winners but as anyone following the stock market’s trajectory will know, the tables have turned on stocks of that ilk. And the result is that the ARKK ETF is now down by a huge 65% in 2022.Does that mean Wood is ready to desert her strategy of backing innovative yet risky and often unprofitable names in search of safer havens? No, is the short answer.Wood not only points out that ARKK stocks have been growing at a faster pace than those of the Nasdaq 100 – ~31% revenue growth year-over-year vs. ~16% growth in the trailing four quarters as of the end of Q2 – and so have the “added wherewithal to accommodate investments in the future.”“Nonetheless,” says Wood, “the market is paying little for what we believe is superior growth potential.”And against a backdrop of rising interest rates that have reduced the current value of future cash flows, the value of “pure-play innovation strategies” has declined by 50-90% over the past 18 months, a turn of events in which the “equity markets seem to have bowed to GAAP EBITDA and shifted toward defensive low-growth strategies.”But Wood thinks that’s the wrong way to go about investing and that the tides will turn again.“We believe GAAP EBITDA falls short when measuring the longer-term growth and profitability profile of early stage, rapidly growing, innovative companies,” she said. “In our view, the long-term profitability and equity performance of so-called ‘profitless tech’ companies will dwarf those of companies that have catered to short-term oriented shareholders with share repurchases and dividends, at the expense of investing in the future.”Is Wood right? Only time will tell. In the meantime, we’ve decided to take a look at the fund’s top two holdings to see why she’s so confident they are long-term winners. We’ve also opened up the TipRanks database to find out whether the Street’s experts are in agreement. Let’s check the results.Zoom Video Communications (ZM)Taking the first spot and accounting for 9.36% of the ARKK ETF with a value of more than $605 million is that most pandemic-era of stocks, Zoom Video Communications.You don’t have to be an avid follower of the stock market to know the Zoom story. A niche video conferencing product at the onset of the Covid-19 pandemic, with the advent of global lockdowns, it quickly turned into a ubiquitous tool used by millions worldwide – from businesses to families to education bodies. As a result, the stock soared to incredible heights during 2020, but as has happened to so many, the comedown has been vicious. Shares sit 90% below the highs of October 2020 and have shed 64% this year.That said, the company’s most recent report for the third fiscal quarter (October quarter) was a decent one. Revenue came in at $1.1 billion, representing a 4.8% year-over-year increase and meeting Street expectations. On the bottom-line, adj. EPS of $1.07 beat the analysts’ forecast of $0.83.The number of customers contributing over $100,000 in the trailing 12 months revenue – an important metric signifying the product’s popularity with big businesses – increased by 31% from the same period a year ago. However, the outlook fell short of expectations and the shares drifted south following the print as has been the case throughout most of 2022.Nevertheless, while MKM analyst Catharine Trebnick believes the company will need to prove its credentials in the current climate, she remains upbeat around its long-term potential.“In the difficult near-term macro environment, management will need to show strong execution on new solutions and go-to-market initiatives to compete effectively and stabilize the Online business. Longer term, we continue to believe that the company’s positioning in a large and underpenetrated market opportunity can drive sustainable growth in a normalized environment,” Trebnick opined.Trebnick’s confidence is conveyed by a Buy rating and a $100 price target. As such, the analyst sees shares climbing 53% higher over the coming year.Most on the Street, however, are not quite as confident as Trebnick or Wood. The stock boasts a Hold consensus rating, based on 15 Holds (i.e. Neutrals) vs. 7 Buys and 2 Sells. Still, most believe the shares are now undervalued; the $86.75 average target makes room for 12-month gains of 32.5%.Exact Sciences Corporation (EXAS)ARKK’s second biggest holding is a completely different kind of innovator. Taking up 8.68% of space in the ETF and a holding worth more than $561 million, Exact Sciences is a molecular diagnostics specialist focused on detecting early-stage cancers. The company boasts a portfolio of various testing products led by its flagship offering, Cologuard, which as one of the most reliable non-invasive CRC (colorectal cancer) screening tests, boasts a strong market position.In its most recent financial statement, for Q3, Exact Sciences put in a strong showing. Revenue climbed by 15% from the same period last year to $523.1 million, beating Wall Street’s forecast by $19.95 million. While the company posted a loss of $0.84 per share, the figure still managed to come in ahead of the -$1.07 anticipated by the analysts. Furthermore, the company raised its full-year revenue outlook to between $2.025 billion and $2.042 billion, $33 million higher at the midpoint than the prior forecast.The market liked the results, sending shares higher in the subsequent session and the stock got another boost more recently. Last week, cancer screening rival Guardant announced top-line data for a blood-based cancer screening test which was a bit of a letdown. As a competitor, that is good news for Exact Sciences.Among the bulls is Canaccord analyst Kyle Mikson who sees a string of catalysts ahead to boost the stock. He writes, “We believe 2023 will be another important year for data readouts that should remind investors (potentially a ‘wake-up call’) of Exact’s near-, medium- and long-term pipeline growth drivers… While peers are impacted by uncertain reimbursement and other issues, we believe these catalysts and the company’s relative stability should help drive EXAS valuation levels higher in 2023.”“Additionally,” Mikson further explained, “we believe Guardant Health’s recent readout of the ECLIPSE screening study for the company’s liquid biopsy test lifted an overhang from EXAS shares that should allow the stock to perform well based on the company’s solid fundamentals in 2023.”All of this prompted Mikson to rate EXAS stock a Buy, while his $70 price target makes room for 12-month gains of ~37%.Most of Mikson’s colleagues are thinking along the same lines; based on 9 Buy ratings vs. 3 Holds, the stock garners a Strong Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621911554,"gmtCreate":1671805072678,"gmtModify":1671805076043,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"It's off to his next group of leaders","listText":"It's off to his next group of leaders","text":"It's off to his next group of leaders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621911554","repostId":"2293588795","repostType":4,"repost":{"id":"2293588795","pubTimestamp":1671804074,"share":"https://www.laohu8.com/m/news/2293588795?lang=&edition=full","pubTime":"2022-12-23 22:01","market":"us","language":"en","title":"Why Isn't Warren Buffett Buying Alphabet (Google) Stock Hand Over Fist?","url":"https://stock-news.laohu8.com/highlight/detail?id=2293588795","media":"Motley Fool","summary":"Buffett regrets not investing in Google earlier. He could experience regret in the future for not buying the stock now.","content":"<html><head></head><body><p>What does Warren Buffett like in a stock? You could put a solid business moat high on the list. <a href=\"https://laohu8.com/S/HTM.AU\">High</a> returns on invested capital (ROIC) would be up there, too, as would an outstanding management team. And we can&#39;t leave out an attractive valuation.</p><p>Google parent<b> Alphabet</b> checks off all of those boxes and dominates its core search market. It&#39;s a strong challenger in others, as well, notably including cloud hosting. Alphabet&#39;s ROIC consistently trounces the levels generated by Buffett&#39;s own <b>Berkshire Hathaway</b>. The company&#39;s CEO Sundar Pichai has an exceptional track record.</p><p>Then there&#39;s valuation. Alphabet stock has plunged nearly 40% year to date. It has never been this cheap, based on its projected future free cash flow. So why isn&#39;t Buffett buying Alphabet stock hand over fist?</p><h2>Buffett&#39;s initial hesitation</h2><p>There were several reasons why Buffett didn&#39;t initially buy what was then Google stock. Most importantly, he didn&#39;t think the company&#39;s business was within his circle of competence. Buffett has avoided many tech stocks for this very reason.</p><p>The legendary investor also wasn&#39;t sure about how sustainable Google&#39;s moat was. Years ago, it wasn&#39;t nearly as clear that Google would be as dominant over the long run in search as it ultimately became.</p><p>These factors undoubtedly made it challenging for Buffett to project Google&#39;s earnings and assess its valuation. He wrote to Berkshire Hathaway shareholders in 2013:</p><blockquote>We first have to decide whether we can sensibly estimate an earnings range for five years out, or more. If the answer is yes, we will buy the stock (or business) if it sells at a reasonable price in relation to the bottom boundary of our estimate. If, however, we lack the ability to estimate future earnings -- which is usually the case -- we simply move on to other prospects.</blockquote><p>Buffett followed this process with Google years ago. And using his own words, he moved on to other prospects.</p><h2>Then and now</h2><p>Does this past reluctance explain Buffett&#39;s current decision not to invest in what is now Alphabet? There&#39;s certainly an argument to be made that it shouldn&#39;t.</p><p>Back in 2017, Buffett told CNBC that he &#34;should have had better insight into Google.&#34; Berkshire&#39;s GEICO insurance was a heavy advertiser on the company&#39;s search engine. Buffett admitted that it was &#34;an extraordinary business&#34; that claimed &#34;some aspects of a natural monopoly.&#34;</p><p>Surely, the Oracle of Omaha understands Alphabet&#39;s business much better now than he did in the past. He has also gone along with his two investment managers, Ted Combs and Todd Weschler, in adding several tech stocks to Berkshire&#39;s portfolio, including <b>Amazon</b> and <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b>.</p><p>However, it&#39;s quite possible that Buffett is still uneasy about projecting Alphabet&#39;s future earnings. The company&#39;s YouTube business is threatened, to some extent, by rivals such as TikTok. Some maintain that OpenAI&#39;s ChatGPT chatbot could be &#34;a Google killer.&#34;</p><h2>Toes in the water, head in the sand?</h2><p>Buffett does have his toes in the water with Alphabet. Earlier this year, Berkshire initiated a position in <b>Markel</b>, which is sometimes referred to as a &#34;baby Berkshire&#34; because of its similarities with Berkshire Hathaway. And it owns over 3.1 million shares of Alphabet.</p><p>But this indirect ownership obviously isn&#39;t in the same ballpark as Buffett buying Alphabet shares outright. So why isn&#39;t he loading up on the stock?</p><p>My view is that it&#39;s for the same reasons why he didn&#39;t buy the stock years ago. The company is still outside his circle of competence, which makes it hard for him to assess its valuation.</p><p>What&#39;s more difficult to understand, though, is why Combs and Weschler haven&#39;t moved to invest in Alphabet. The company truly does check off a lot of boxes that they, like Buffett, like to see.</p><p>TikTok and ChatGPT have a long way to go to even have a chance at knocking Alphabet off its perch. There&#39;s a real chance that TikTok could be banned in the U.S. Alphabet has its own AI chatbot, LaMDA, which some believe is more advanced than ChatGPT.</p><p>Although Buffett has his toes in the water with Alphabet, his head (or the heads of his investment managers) could be in the sand. Now appears to be a once-in-a-decade opportunity to buy this exceptional stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Isn't Warren Buffett Buying Alphabet (Google) Stock Hand Over Fist?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Isn't Warren Buffett Buying Alphabet (Google) Stock Hand Over Fist?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/22/warren-buffett-isnt-buying-alphabet-google-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What does Warren Buffett like in a stock? You could put a solid business moat high on the list. High returns on invested capital (ROIC) would be up there, too, as would an outstanding management team....</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/22/warren-buffett-isnt-buying-alphabet-google-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","BK4538":"云计算","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4574":"无人驾驶","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4561":"索罗斯持仓","BK4525":"远程办公概念","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4080":"零售业房地产投资信托","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4548":"巴美列捷福持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","GOOG":"谷歌","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4532":"文艺复兴科技持仓","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/12/22/warren-buffett-isnt-buying-alphabet-google-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293588795","content_text":"What does Warren Buffett like in a stock? You could put a solid business moat high on the list. High returns on invested capital (ROIC) would be up there, too, as would an outstanding management team. And we can't leave out an attractive valuation.Google parent Alphabet checks off all of those boxes and dominates its core search market. It's a strong challenger in others, as well, notably including cloud hosting. Alphabet's ROIC consistently trounces the levels generated by Buffett's own Berkshire Hathaway. The company's CEO Sundar Pichai has an exceptional track record.Then there's valuation. Alphabet stock has plunged nearly 40% year to date. It has never been this cheap, based on its projected future free cash flow. So why isn't Buffett buying Alphabet stock hand over fist?Buffett's initial hesitationThere were several reasons why Buffett didn't initially buy what was then Google stock. Most importantly, he didn't think the company's business was within his circle of competence. Buffett has avoided many tech stocks for this very reason.The legendary investor also wasn't sure about how sustainable Google's moat was. Years ago, it wasn't nearly as clear that Google would be as dominant over the long run in search as it ultimately became.These factors undoubtedly made it challenging for Buffett to project Google's earnings and assess its valuation. He wrote to Berkshire Hathaway shareholders in 2013:We first have to decide whether we can sensibly estimate an earnings range for five years out, or more. If the answer is yes, we will buy the stock (or business) if it sells at a reasonable price in relation to the bottom boundary of our estimate. If, however, we lack the ability to estimate future earnings -- which is usually the case -- we simply move on to other prospects.Buffett followed this process with Google years ago. And using his own words, he moved on to other prospects.Then and nowDoes this past reluctance explain Buffett's current decision not to invest in what is now Alphabet? There's certainly an argument to be made that it shouldn't.Back in 2017, Buffett told CNBC that he \"should have had better insight into Google.\" Berkshire's GEICO insurance was a heavy advertiser on the company's search engine. Buffett admitted that it was \"an extraordinary business\" that claimed \"some aspects of a natural monopoly.\"Surely, the Oracle of Omaha understands Alphabet's business much better now than he did in the past. He has also gone along with his two investment managers, Ted Combs and Todd Weschler, in adding several tech stocks to Berkshire's portfolio, including Amazon and Snowflake.However, it's quite possible that Buffett is still uneasy about projecting Alphabet's future earnings. The company's YouTube business is threatened, to some extent, by rivals such as TikTok. Some maintain that OpenAI's ChatGPT chatbot could be \"a Google killer.\"Toes in the water, head in the sand?Buffett does have his toes in the water with Alphabet. Earlier this year, Berkshire initiated a position in Markel, which is sometimes referred to as a \"baby Berkshire\" because of its similarities with Berkshire Hathaway. And it owns over 3.1 million shares of Alphabet.But this indirect ownership obviously isn't in the same ballpark as Buffett buying Alphabet shares outright. So why isn't he loading up on the stock?My view is that it's for the same reasons why he didn't buy the stock years ago. The company is still outside his circle of competence, which makes it hard for him to assess its valuation.What's more difficult to understand, though, is why Combs and Weschler haven't moved to invest in Alphabet. The company truly does check off a lot of boxes that they, like Buffett, like to see.TikTok and ChatGPT have a long way to go to even have a chance at knocking Alphabet off its perch. There's a real chance that TikTok could be banned in the U.S. Alphabet has its own AI chatbot, LaMDA, which some believe is more advanced than ChatGPT.Although Buffett has his toes in the water with Alphabet, his head (or the heads of his investment managers) could be in the sand. Now appears to be a once-in-a-decade opportunity to buy this exceptional stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623398204,"gmtCreate":1671030945809,"gmtModify":1671030947415,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623398204","repostId":"2291701969","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620461512,"gmtCreate":1669906747936,"gmtModify":1669906750182,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Let's zoom","listText":"Let's zoom","text":"Let's zoom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620461512","repostId":"2288761253","repostType":2,"repost":{"id":"2288761253","pubTimestamp":1669803360,"share":"https://www.laohu8.com/m/news/2288761253?lang=&edition=full","pubTime":"2022-11-30 18:16","market":"us","language":"en","title":"Why Zoom Stock Zoomed Almost 7% Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2288761253","media":"Motley Fool","summary":"Investors were happy that the company has extended its winning streak with a well-known IT industry researcher.","content":"<html><body><div><h2>What happened</h2><p>A title conferred by a prominent tech industry researcher put some real zip in <strong><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</strong>' <span>(ZM<span> 6.89%</span>)</span> stock on Hump Day. By the time the smoke had cleared, Zoom's closing share price was 6.9% higher, eclipsing even the robust 3%-plus gain of the <strong>S&amp;P 500</strong> index on the day. </p><h2>So what</h2><p>Zoom announced, with obvious delight, that it has been named a leader and visionary in <strong>Gartner</strong>'s Magic Quadrant for unified communications as a service (UCaaS) worldwide. This followed the research company's evaluation of 12 businesses involved in the UCaaS segment.</p><p>Zoom didn't hesitate to mention that this is the third year in a row it has been tipped as a UCaaS leader by Gartner. The researcher's Magic Quadrant reports are influential analyses of various segments of the tech sector. </p><p>In its press release on the matter, Zoom quoted its president Greg Tomb who said that being designated a leader once again \"solidified our influence in this space.\"</p><p>He added that, going forward, \"Zoom continues to prioritize and pair ease of use with innovation to build a platform that meets emerging collaboration demands and further delivers customer happiness.\"</p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"341090\" :show_benchmark_compare=\"false\" amount_change=\"4.86\" average_volume=\"4,008,963\" company_name=\"Zoom Video Communications\" current_price=\"75.43\" daily_high=\"75.44\" daily_low=\"69.54\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"221.41\" fifty_two_week_low=\"69.54\" gross_margin=\"75.07\" logo=\"https://g.foolcdn.com/art/companylogos/mark/ZM.png\" market_cap=\"$21B\" pe_ratio=\"16.65\" percent_change=\"6.89\" quote=\"{'instrument_id': 341090, 'name': 'Zoom Video Communications', 'exchange': 'NASDAQ', 'symbol': 'ZM', 'primary': True, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '4.86'}, 'current_price': {'Currency': 1, 'Amount': '75.43'}, 'percent_change': '6.89', 'market_cap': '$21B', 'daily_low': '69.54', 'daily_high': '75.44', 'fifty_two_week_low': '69.54', 'fifty_two_week_high': '221.41', 'volume': '6,207,106', 'average_volume': '4,008,963', 'pe_ratio': '16.65', 'last_trade_date': datetime.datetime(2022, 11, 30, 16, 0, tzinfo=datetime.timezone(datetime.timedelta(days=-1, seconds=68400), 'EST')), 'dividend_yield': '', 'gross_margin': '75.07'}}\" symbol=\"ZM\" volume=\"6,207,106\"></app></div><h2>Now what</h2><p>Zoom is clearly a powerhouse in teleconferencing, so much so that its company name has nearly become a synonym for any kind of online video meeting. Yet investors need to bear in mind that it has struggled with top-line growth and bottom-line declines lately, and the core services it provides are also offered by rival companies. So it doesn't have the deep economic \"moat\" of many world-beating businesses.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Zoom Stock Zoomed Almost 7% Higher Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Zoom Stock Zoomed Almost 7% Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 18:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/30/why-zoom-stock-zoomed-almost-7-higher-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedA title conferred by a prominent tech industry researcher put some real zip in Zoom Video Communications' (ZM 6.89%) stock on Hump Day. By the time the smoke had cleared, Zoom's closing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/why-zoom-stock-zoomed-almost-7-higher-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/misc-assets/aggregator_fallback.png","relate_stocks":{"ZM":"Zoom","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4505":"高瓴资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.fool.com/investing/2022/11/30/why-zoom-stock-zoomed-almost-7-higher-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288761253","content_text":"What happenedA title conferred by a prominent tech industry researcher put some real zip in Zoom Video Communications' (ZM 6.89%) stock on Hump Day. By the time the smoke had cleared, Zoom's closing share price was 6.9% higher, eclipsing even the robust 3%-plus gain of the S&P 500 index on the day. So whatZoom announced, with obvious delight, that it has been named a leader and visionary in Gartner's Magic Quadrant for unified communications as a service (UCaaS) worldwide. This followed the research company's evaluation of 12 businesses involved in the UCaaS segment.Zoom didn't hesitate to mention that this is the third year in a row it has been tipped as a UCaaS leader by Gartner. The researcher's Magic Quadrant reports are influential analyses of various segments of the tech sector. In its press release on the matter, Zoom quoted its president Greg Tomb who said that being designated a leader once again \"solidified our influence in this space.\"He added that, going forward, \"Zoom continues to prioritize and pair ease of use with innovation to build a platform that meets emerging collaboration demands and further delivers customer happiness.\"Now whatZoom is clearly a powerhouse in teleconferencing, so much so that its company name has nearly become a synonym for any kind of online video meeting. Yet investors need to bear in mind that it has struggled with top-line growth and bottom-line declines lately, and the core services it provides are also offered by rival companies. So it doesn't have the deep economic \"moat\" of many world-beating businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620273686,"gmtCreate":1669809881845,"gmtModify":1669809883453,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Lots got accounts hacked n disabled","listText":"Lots got accounts hacked n disabled","text":"Lots got accounts hacked n disabled","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620273686","repostId":"2287718455","repostType":2,"repost":{"id":"2287718455","pubTimestamp":1669807457,"share":"https://www.laohu8.com/m/news/2287718455?lang=&edition=full","pubTime":"2022-11-30 19:24","market":"us","language":"en","title":"Is Meta Platforms Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2287718455","media":"Motley Fool","summary":"The growth stock has run into a brick wall this year.","content":"<html><head></head><body><p>Few companies in the history of the stock market have undergone as dramatic of an implosion as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, the parent of Facebook and Instagram.</p><p>From its peak at $382.18 last September to its trough at $88.09 shortly after its recent earnings report, the tech giant lost 77%, or more than $750 billion in market cap.</p><p>In a little more than a year, Meta has gone from a fast-growing, highly profitable and dominant social media advertising machine to a business in the middle of a questionable pivot to the metaverse whose core social media enterprise is suddenly unraveling.</p><p>With that sell-off comes a potential opportunity as Meta shares certainly look cheap according to conventional metrics. Meta shares currently trade at a price-to-earnings ratio of just 10.7. But is Meta stock a buy? Let&#39;s examine what the tech giant has to offer investors today.</p><h2>The simple facts</h2><p>Comparisons to the company that was once known as Facebook are moot. That company is gone.</p><p>Meta is moving aggressively into its metaverse project, internally called Reality Labs, and is perhaps more than any other company in history, investing a colossal sum on an unproven concept that brings in almost no revenue at this point.</p><p>In the third quarter, Reality Labs had an operating loss of $3.7 billion, giving it an annual run-rate loss close to $15 billion. Through the first three quarters of the year, Reality Labs has lost $9.5 billion, meaning the division focused on virtual and augmented reality will likely lose at least $13 billion this year.</p><p>Meta management also said that losses in Reality Labs would significantly expand next year, so investors should expect it to lose $15 billion to $20 billion, if not more.</p><p>However, the company does recognize the need to control spending. On Nov. 9, the company said it was laying off 11,000 employees, which includes people in Reality Labs. CEO Mark Zuckerberg also said the company was looking to rein in infrastructure spending and make it more efficient. At least some of that infrastructure spending is devoted to Reality Labs.</p><p>After the layoffs announcement, Meta trimmed its expense guidance for 2023 by $1.5 billion, though it&#39;s unclear what percentage of that will come from Reality Labs.</p><p>Meta also promised to control spending in Reality Labs starting in 2024 with the aim of growing total operating income, showing its willing to impose limits on the metaverse experiment.</p><h2>Mounting challenges in social</h2><p>While the wide losses in Reality Labs have been expected, what&#39;s arguably more shocking about its recent performance is how its momentum with its social media apps (Facebook, Instagram, WhatsApp, and Messenger) has died.</p><p>Revenue in its family of apps, as that segment is known, actually fell in the third quarter, declining 4% to $27.4 billion. Worse, operating income tumbled 28.5% to $9.3 billion as ad rates have fallen, the company is still adjusting to <b>Apple&#39;s</b> ad tracking restrictions, competition from TikTok has stolen screen time, and macroeconomic headwinds are also weighing on ad demand.</p><p>The good news for investors is that the worst of the Apple-related headwinds have now passed. The iPhone-maker has started to roll out those changes, but with macro headwinds seemingly picking up, the company expects another decline in revenue in the fourth quarter.</p><h2>Is Meta a buy?</h2><p>In his letter to employees announcing the layoffs, Mark Zuckerberg seemed to say that he thought the stock was undervalued:</p><blockquote>&#34;I believe we are deeply underestimated as a company today. Billions of people use our services to connect, and our communities keep growing. Our core business is among the most profitable ever built with huge potential ahead. And we&#39;re leading in developing the technology to define the future of social connection and the next computing platform.&#34;</blockquote><p>That may be true, but Meta has a lot to prove before investors will believe it. At the moment, Meta&#39;s VR headsets and its other metaverse products, like its VR Horizon software, seem to lack product-market fit. Any demand for these products doesn&#39;t seem close to what Meta is spending on it.</p><p>In social media, meanwhile, it expects Reels, its TikTok copycat product to begin to ramp up ad revenue, which is a promising sign. However, the company&#39;s iron grip over social media is clearly loosening with TikTok&#39;s rise, and that problem could get worse.</p><p>In order for the stock to be a buy, Meta has to do at least one of two things. It needs to return the social media business to solid growth on the top and bottom lines, or it needs to demonstrate a market for Reality Labs, and that second component may be even more important in the long run.</p><p>Until Meta can show that at least one of its two businesses is moving in the right direction, investors are better off sitting on the sidelines.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Meta Platforms Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Meta Platforms Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few companies in the history of the stock market have undergone as dramatic of an implosion as Meta Platforms, the parent of Facebook and Instagram.From its peak at $382.18 last September to its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2022/11/29/is-meta-platforms-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287718455","content_text":"Few companies in the history of the stock market have undergone as dramatic of an implosion as Meta Platforms, the parent of Facebook and Instagram.From its peak at $382.18 last September to its trough at $88.09 shortly after its recent earnings report, the tech giant lost 77%, or more than $750 billion in market cap.In a little more than a year, Meta has gone from a fast-growing, highly profitable and dominant social media advertising machine to a business in the middle of a questionable pivot to the metaverse whose core social media enterprise is suddenly unraveling.With that sell-off comes a potential opportunity as Meta shares certainly look cheap according to conventional metrics. Meta shares currently trade at a price-to-earnings ratio of just 10.7. But is Meta stock a buy? Let's examine what the tech giant has to offer investors today.The simple factsComparisons to the company that was once known as Facebook are moot. That company is gone.Meta is moving aggressively into its metaverse project, internally called Reality Labs, and is perhaps more than any other company in history, investing a colossal sum on an unproven concept that brings in almost no revenue at this point.In the third quarter, Reality Labs had an operating loss of $3.7 billion, giving it an annual run-rate loss close to $15 billion. Through the first three quarters of the year, Reality Labs has lost $9.5 billion, meaning the division focused on virtual and augmented reality will likely lose at least $13 billion this year.Meta management also said that losses in Reality Labs would significantly expand next year, so investors should expect it to lose $15 billion to $20 billion, if not more.However, the company does recognize the need to control spending. On Nov. 9, the company said it was laying off 11,000 employees, which includes people in Reality Labs. CEO Mark Zuckerberg also said the company was looking to rein in infrastructure spending and make it more efficient. At least some of that infrastructure spending is devoted to Reality Labs.After the layoffs announcement, Meta trimmed its expense guidance for 2023 by $1.5 billion, though it's unclear what percentage of that will come from Reality Labs.Meta also promised to control spending in Reality Labs starting in 2024 with the aim of growing total operating income, showing its willing to impose limits on the metaverse experiment.Mounting challenges in socialWhile the wide losses in Reality Labs have been expected, what's arguably more shocking about its recent performance is how its momentum with its social media apps (Facebook, Instagram, WhatsApp, and Messenger) has died.Revenue in its family of apps, as that segment is known, actually fell in the third quarter, declining 4% to $27.4 billion. Worse, operating income tumbled 28.5% to $9.3 billion as ad rates have fallen, the company is still adjusting to Apple's ad tracking restrictions, competition from TikTok has stolen screen time, and macroeconomic headwinds are also weighing on ad demand.The good news for investors is that the worst of the Apple-related headwinds have now passed. The iPhone-maker has started to roll out those changes, but with macro headwinds seemingly picking up, the company expects another decline in revenue in the fourth quarter.Is Meta a buy?In his letter to employees announcing the layoffs, Mark Zuckerberg seemed to say that he thought the stock was undervalued:\"I believe we are deeply underestimated as a company today. Billions of people use our services to connect, and our communities keep growing. Our core business is among the most profitable ever built with huge potential ahead. And we're leading in developing the technology to define the future of social connection and the next computing platform.\"That may be true, but Meta has a lot to prove before investors will believe it. At the moment, Meta's VR headsets and its other metaverse products, like its VR Horizon software, seem to lack product-market fit. Any demand for these products doesn't seem close to what Meta is spending on it.In social media, meanwhile, it expects Reels, its TikTok copycat product to begin to ramp up ad revenue, which is a promising sign. However, the company's iron grip over social media is clearly loosening with TikTok's rise, and that problem could get worse.In order for the stock to be a buy, Meta has to do at least one of two things. It needs to return the social media business to solid growth on the top and bottom lines, or it needs to demonstrate a market for Reality Labs, and that second component may be even more important in the long run.Until Meta can show that at least one of its two businesses is moving in the right direction, investors are better off sitting on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620181683,"gmtCreate":1669541454043,"gmtModify":1669541455780,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Apple time to adjust down","listText":"Apple time to adjust down","text":"Apple time to adjust down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620181683","repostId":"1170146184","repostType":4,"repost":{"id":"1170146184","pubTimestamp":1669522674,"share":"https://www.laohu8.com/m/news/1170146184?lang=&edition=full","pubTime":"2022-11-27 12:17","market":"us","language":"en","title":"3 Tech Stocks You Can Count on in This Uncertain Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170146184","media":"InvestorPlace","summary":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren B","content":"<html><head></head><body><ul><li>Here are three top-quality tech stocks investors can count on in the long term.</li><li><b>Apple</b>(<b>AAPL</b>): Warren Buffett continues to buy because of its economic moat.</li><li><b>Advanced Micro Devices</b>(<b>AMD</b>): Analysts love this beaten-down tech name.</li><li><b>Nvidia</b>(<b>NVDA</b>): The bad news is already priced into downed stocks like Nvidia.</li></ul><p>2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.</p><p>In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.</p><p><b>Apple (AAPL)</b></p><p>With a diversified revenue stream, and an ability to adapt to new consumer trends, <b>Apple</b> (NASDAQ:<b>AAPL</b>) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.</p><p>In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.</p><p>The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.</p><p>Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.</p><p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p><p><b>Advanced Micro Devices</b> (NASDAQ: <b>AMD</b>) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.</p><p>Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.</p><p>Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.</p><p><b>Tech Stocks: Nvidia (NVDA)</b></p><p>While <b>Nvidia</b> (NASDAQ:<b>NVDA</b>) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.</p><p>Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like <b>Lowe’s</b> (NYSE:LOW), <b>BMW</b>(OTCMKTS:BMWYY), <b>Siemens</b>(OTCMKTS:SIEGY), and <b>Lockheed Martin</b> (NYSE:LMT).</p><p>Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks You Can Count on in This Uncertain Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks You Can Count on in This Uncertain Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this...</p>\n\n<a href=\"https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170146184","content_text":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this beaten-down tech name.Nvidia(NVDA): The bad news is already priced into downed stocks like Nvidia.2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.Apple (AAPL)With a diversified revenue stream, and an ability to adapt to new consumer trends, Apple (NASDAQ:AAPL) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.Tech Stocks: Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.Tech Stocks: Nvidia (NVDA)While Nvidia (NASDAQ:NVDA) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like Lowe’s (NYSE:LOW), BMW(OTCMKTS:BMWYY), Siemens(OTCMKTS:SIEGY), and Lockheed Martin (NYSE:LMT).Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620331434,"gmtCreate":1669357049628,"gmtModify":1669357051580,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620331434","repostId":"620902776","repostType":1,"repost":{"id":620902776,"gmtCreate":1669263638695,"gmtModify":1669263677306,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510558082622800","idStr":"3510558082622800"},"themes":[],"title":"起底卡塔尔投资局：全球第九大财富基金为何成为马斯克的金主？","htmlText":"豪掷2000亿美元，为世界杯造了一座城的卡塔尔，是如何在全球资产中支配自己的财富的？公开资料显示，卡塔尔总面积11521平方千米，约是1.8个上海，卡塔尔总人口为265.8万，约只有上海2418万常住人口的1/10。但就是这样一个弹丸小国，人均GDP却让全球100多个国家望尘莫及。根据国际货币基金组织的数据，卡塔尔2022年的人均GDP预计高达8.3万美元，人均GDP排名跃升第5位。如同多数中东国家一样，卡塔尔小国巨富的背后，有三大“聚宝盆”——石油、天然气与投资。石油、天然气是卡塔尔财富起源，油气出口让卡塔尔积累起大量财富，“当地人有一句谚语，‘一夜之间从骆驼背上跳到了奔驰车里’。很多卡塔尔人，你问他父亲是做什么的，卖石油的；再问他爷爷是做什么的，放羊的。”而投资，则是为了减少对石油、天然气的依赖。2005年，卡塔尔设立了投资局（Qatar Investment Authority，简称“QIA”），负责管理卡塔尔政府的石油和天然气盈余。虽然盛名掩盖在阿联酋旗下主权财富基金阿布扎比投资局（ADIA）之下，但卡塔尔投资局早已置业全球，成为世界第九大主权财富基金。全球第九大主权财富基金据《福布斯中东》在10月17日公布的数据，卡塔尔国土面积虽小，但卡塔尔投资局却是全球第九大主权财富基金，管理资产规模达4610亿美元。卡塔尔投资局资产配置包括信贷/固定收益投资、房地产、基础设施、私募股权以及其他另类投资。直接投资团队专注于私募股权投资，方向包括TMT领域、生物医药、消费、房地产、工业与材料等。援引路透社2020年相关报道，卡塔尔投资局首席执行官Mansoor Al-Mahmoud表示，50%至55%的资产配置集中在私募股权和公共股权上。一个月前，埃隆·马斯克（Elon Musk）440亿美元收购Twitter的交易背后，出资人就包括卡塔尔投资局，其提供了3.75亿美元资金，目前","listText":"豪掷2000亿美元，为世界杯造了一座城的卡塔尔，是如何在全球资产中支配自己的财富的？公开资料显示，卡塔尔总面积11521平方千米，约是1.8个上海，卡塔尔总人口为265.8万，约只有上海2418万常住人口的1/10。但就是这样一个弹丸小国，人均GDP却让全球100多个国家望尘莫及。根据国际货币基金组织的数据，卡塔尔2022年的人均GDP预计高达8.3万美元，人均GDP排名跃升第5位。如同多数中东国家一样，卡塔尔小国巨富的背后，有三大“聚宝盆”——石油、天然气与投资。石油、天然气是卡塔尔财富起源，油气出口让卡塔尔积累起大量财富，“当地人有一句谚语，‘一夜之间从骆驼背上跳到了奔驰车里’。很多卡塔尔人，你问他父亲是做什么的，卖石油的；再问他爷爷是做什么的，放羊的。”而投资，则是为了减少对石油、天然气的依赖。2005年，卡塔尔设立了投资局（Qatar Investment Authority，简称“QIA”），负责管理卡塔尔政府的石油和天然气盈余。虽然盛名掩盖在阿联酋旗下主权财富基金阿布扎比投资局（ADIA）之下，但卡塔尔投资局早已置业全球，成为世界第九大主权财富基金。全球第九大主权财富基金据《福布斯中东》在10月17日公布的数据，卡塔尔国土面积虽小，但卡塔尔投资局却是全球第九大主权财富基金，管理资产规模达4610亿美元。卡塔尔投资局资产配置包括信贷/固定收益投资、房地产、基础设施、私募股权以及其他另类投资。直接投资团队专注于私募股权投资，方向包括TMT领域、生物医药、消费、房地产、工业与材料等。援引路透社2020年相关报道，卡塔尔投资局首席执行官Mansoor Al-Mahmoud表示，50%至55%的资产配置集中在私募股权和公共股权上。一个月前，埃隆·马斯克（Elon Musk）440亿美元收购Twitter的交易背后，出资人就包括卡塔尔投资局，其提供了3.75亿美元资金，目前","text":"豪掷2000亿美元，为世界杯造了一座城的卡塔尔，是如何在全球资产中支配自己的财富的？公开资料显示，卡塔尔总面积11521平方千米，约是1.8个上海，卡塔尔总人口为265.8万，约只有上海2418万常住人口的1/10。但就是这样一个弹丸小国，人均GDP却让全球100多个国家望尘莫及。根据国际货币基金组织的数据，卡塔尔2022年的人均GDP预计高达8.3万美元，人均GDP排名跃升第5位。如同多数中东国家一样，卡塔尔小国巨富的背后，有三大“聚宝盆”——石油、天然气与投资。石油、天然气是卡塔尔财富起源，油气出口让卡塔尔积累起大量财富，“当地人有一句谚语，‘一夜之间从骆驼背上跳到了奔驰车里’。很多卡塔尔人，你问他父亲是做什么的，卖石油的；再问他爷爷是做什么的，放羊的。”而投资，则是为了减少对石油、天然气的依赖。2005年，卡塔尔设立了投资局（Qatar Investment Authority，简称“QIA”），负责管理卡塔尔政府的石油和天然气盈余。虽然盛名掩盖在阿联酋旗下主权财富基金阿布扎比投资局（ADIA）之下，但卡塔尔投资局早已置业全球，成为世界第九大主权财富基金。全球第九大主权财富基金据《福布斯中东》在10月17日公布的数据，卡塔尔国土面积虽小，但卡塔尔投资局却是全球第九大主权财富基金，管理资产规模达4610亿美元。卡塔尔投资局资产配置包括信贷/固定收益投资、房地产、基础设施、私募股权以及其他另类投资。直接投资团队专注于私募股权投资，方向包括TMT领域、生物医药、消费、房地产、工业与材料等。援引路透社2020年相关报道，卡塔尔投资局首席执行官Mansoor Al-Mahmoud表示，50%至55%的资产配置集中在私募股权和公共股权上。一个月前，埃隆·马斯克（Elon Musk）440亿美元收购Twitter的交易背后，出资人就包括卡塔尔投资局，其提供了3.75亿美元资金，目前","images":[{"img":"https://static.tigerbbs.com/c1e0c0a49ee52c67b9b50254e0722dcb","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/4b7ee83f5d78924edc7af67651586795","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a9e73a2aa02a9f4cfbaee646cb04adc6","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620902776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667254770,"gmtCreate":1668922268291,"gmtModify":1668922269879,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Google","listText":"Google","text":"Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667254770","repostId":"2284785084","repostType":4,"repost":{"id":"2284785084","pubTimestamp":1668905591,"share":"https://www.laohu8.com/m/news/2284785084?lang=&edition=full","pubTime":"2022-11-20 08:53","market":"us","language":"en","title":"Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=2284785084","media":"Seeking Alpha","summary":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.</li><li>GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.</li><li>Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.</li><li>This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.</li></ul><p>The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.</p><p></p><p><img src=\"https://static.tigerbbs.com/24926893763e4d5e2c2059c3a396961e\" tg-width=\"640\" tg-height=\"102\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p><img src=\"https://static.tigerbbs.com/1f119d5f53fe3121bf55f9c893934749\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p>The two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].</p><p></p><p><img src=\"https://static.tigerbbs.com/466ecae9b7a6150d62e4e702446ea1b7\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using TIKR</p><p>While the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.</p><p><img src=\"https://static.tigerbbs.com/0ba8cba90ad500702aed27aa4769d952\" tg-width=\"398\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from Insider Intelligence, Research and Markets, Company filings</p><p>The global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.</p><h2><b>An in-depth company comparison</b></h2><p><img src=\"https://static.tigerbbs.com/c3b292a512ca86202c0549254543bfb5\" tg-width=\"472\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.</p><p><img src=\"https://static.tigerbbs.com/fa03acf041d1be505b4a32558b182c46\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Although Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.</p><p><img src=\"https://static.tigerbbs.com/8f1f88c88d16069afac3b3d995567a30\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Meta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.</p><h2>The stocks’ performance</h2><p>Considering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&amp;P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the <a href=\"https://laohu8.com/S/XLC\">Communication Services Select Sector SPDR Fund</a> (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.</p><p><img src=\"https://static.tigerbbs.com/51b316e664d2e9457222c2ae8e80185d\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using SeekingAlpha.com</p><p>While both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.</p><h2>Valuation</h2><p>To determine the actual fair value for both company&#39;s stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.</p><p><img src=\"https://static.tigerbbs.com/4f307c189819f83e89ac5301f675e985\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p><img src=\"https://static.tigerbbs.com/dfdac1fd157fda94ba58871ccb1c7b3f\" tg-width=\"573\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.</p><p>Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.</p><p></p><p><img src=\"https://static.tigerbbs.com/15cc9d6404157e698d23631783f3f4cd\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>I then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.</p><p></p><p><img src=\"https://static.tigerbbs.com/c566b27f98414ced096c76621fbf9c00\" tg-width=\"573\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Despite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.</p><p>Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><h2>Outlook and Risk discussion</h2><p>With both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand&#39;s Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.</p><p>Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators&#39; space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.</p><p>Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.</p><p></p><p><img src=\"https://static.tigerbbs.com/5b711fdd651560e12eb413b5c4321377\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><p>Meta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.</p><p></p><p><img src=\"https://static.tigerbbs.com/c27a653d50c6e2a961374aeaa87c1171\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><h2>The Verdict: Which stock is the better buy?</h2><p>The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor&#39;s point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. </p><p>Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. </p><p>I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.</p></body></html>","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>Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?</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\">\nAlphabet Vs. Meta Platforms: Which Stock Is The Better Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284785084","content_text":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.finvizfinvizThe two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and Meta Platforms (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].Author, using TIKRWhile the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.Author, using data from Insider Intelligence, Research and Markets, Company filingsThe global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.An in-depth company comparisonAuthor, using data from S&P Capital IQThe financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.Author, using data from S&P Capital IQAlthough Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.Author, using data from S&P Capital IQMeta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.The stocks’ performanceConsidering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the Communication Services Select Sector SPDR Fund (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.Author, using SeekingAlpha.comWhile both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.ValuationTo determine the actual fair value for both company's stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.Author, using data from S&P Capital IQI then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.AuthorDespite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Outlook and Risk discussionWith both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand's Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators' space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.SeekingAlpha.comMeta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.SeekingAlpha.comThe Verdict: Which stock is the better buy?The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor's point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667208153,"gmtCreate":1668784411072,"gmtModify":1668784412580,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667208153","repostId":"2282118330","repostType":2,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667844870,"gmtCreate":1668732144890,"gmtModify":1668732146935,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Many accounts are fake or haked. Biz owners don't even know the buyers are real.","listText":"Many accounts are fake or haked. Biz owners don't even know the buyers are real.","text":"Many accounts are fake or haked. Biz owners don't even know the buyers are real.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667844870","repostId":"1139933900","repostType":2,"repost":{"id":"1139933900","pubTimestamp":1668726868,"share":"https://www.laohu8.com/m/news/1139933900?lang=&edition=full","pubTime":"2022-11-18 07:14","market":"us","language":"en","title":"Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1139933900","media":"Bloomberg","summary":"The social media company must deal with a range of headwinds, but a year later, the hit to its ad ta","content":"<html><head></head><body><blockquote>The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.</blockquote><p>There are many reasons for the dire situation at Meta Platforms Inc. The company, which has lost two-thirds of its market value this year and cut 11,000 jobs on Nov. 9, has been battered by damaging news about the political and social impact of Facebook, Instagram and WhatsApp. Investors are skeptical of Chief Executive Officer Mark Zuckerberg’s plans to pivot from social networking to the metaverse and worried about rising rivals such as ByteDance Ltd.’s TikTok. And that’s to say nothing of the stresses on the broader economy and the digital advertising market.</p><p>But one factor looms above the rest: the changes to Apple Inc.’s privacy policies that have shaken the foundations of the targeted advertising industry. “Meta and lots of other tech companies are hiding underneath this big, gray cloud that’s covering the economy as a whole and sort of using that as a way to hide the reality that Apple is probably doing the most damage and is putting the tightest squeeze on businesses at the moment,” says Max Willens, a senior analyst at Insider Intelligence Inc. Meta’s ability to recover rests largely on finding ways to operate in this new environment.</p><p>Zuckerberg’s pitch to advertisers has long been that his company can guarantee that their marketing will reach the right users at Facebook and Instagram. Meta has used the data it collects about its users to help marketers pinpoint those with specific characteristics—for instance, identifying people who resembled their existing customers in key ways—and sell them specific products.</p><p>But last year, Apple changed its privacy policies in a way that significantly limited ad targeting on iOS devices, allowing users to decide whether to allow advertisers to track them. This made advertising with Meta more expensive, because less accurate marketers had to spend more money showing ads to the wrong type of person. Apple also prevented digital advertisers from accessing data needed to measure the outcomes of an ad after users clicked on it, making it more difficult to shift spending toward the most effective ads. In February, Meta estimated the changes would drag down revenue by $10 billion this year, or about 9% of what it’s expected to bring in.</p><p><img src=\"https://static.tigerbbs.com/53a1368570d36863ba8ef2aa41fbd879\" tg-width=\"720\" tg-height=\"344\" width=\"100%\" height=\"auto\"/>Apple has continued to make changes to its policies, taking additional cuts to money that flows through iPhones, such as on in-app purchases that users and advertisers make on social apps to boost their content to larger audiences. In October a Meta spokesperson accused Apple, which is building its own advertising business, of “undercutting others in the digital economy.” Apple has maintained that its goal has simply been to protect privacy. A Meta spokesperson didn’t respond to interview requests.</p><p>These changes have been a drag on the entire digital advertising industry, but they’ve hit Meta particularly hard. The company’s revenue in the third quarter totaled $27.7 billion, 4.5% lower than the same quarter in 2021. By contrast, Google parent company Alphabet’s revenue rose 6%, and revenue at smaller competitors Snap and Pinterest both increased more than 5%. Meta’s and Alphabet Inc.’s share of digital ad spending in the US is expected to fall below 50% next year for the first time since at least 2019, according to Insider Intelligence.</p><p>There’s still plenty of money flowing into digital ads. Spending from the largest brands rose 5% in the third quarter from the same period a year ago, accounting for two-thirds of all media buys, according to Standard Media Index. But that growth was slower than that of out-of-home venues such as billboards, subways and buses, which increased 14% from a year earlier, and newspapers, which grew 22%.</p><p>Advertisers feel as if there are more viable alternatives to Meta than there have been in the recent past, Willens says. “It’s giving marketers more license to lower their spending,” he adds. “Meta is going to have to recalibrate after the major go-go times of 2021 disappeared.”</p><p>The company has no experience managing decline. In the past, managers have been allowed to hire employees before annual budgets were approved in the spring, according to people familiar with the matter who declined to be identified because the process was private. This year, managers were instead asked to identify their bottom performers, two of the people say, a precursor to November’s job cuts. Employees have historically been able to work on passion projects, even if those projects weren’t always aligned with money-making opportunities for the business, say the people. That’s increasingly off the table, too.</p><p>An obvious explanation for Zuckerberg’s interest in the metaverse is that Apple wouldn’t wield so much power in a virtual universe where Meta controls the hardware and operating system. In the meantime, as he told employees in a message on Nov. 9, he thinks that Meta will have to be “leaner and more efficient.” He’s directing the company’s focus on artificial intelligence tools to help it compete with TikTok while also relying on Meta’s massive ad platform to fund his longer-term vision.</p><p>To do that, Meta is reworking its own targeting technology, using AI to determine which users should see which ads. Meta is operating two “centers of excellence for AI,” one in service of the ad business and the other focused on the user experience for Facebook and Instagram, said Tom Alison, the head of the Facebook app at Meta in an interview with Bloomberg Businessweek before the job cuts were announced. The company has also worked to improve its ad performance tracking, which is especially important in video, because both Facebook and Instagram have prioritized a popular new short-form video format on their platforms called Reels.</p><p>A year after Apple’s changes, it appears as if some of Meta’s adjustments are working. In September marketing researcher Appsumer published a study on spending for more than 100 consumer apps across Africa, Europe, the Middle East and North America. The share of advertising budgets going to Meta stabilized in the first and second quarters. It’s now about 28%, according to Appsumer, after having fallen to 24%, from 32%, in the first six months after Apple’s measures took effect.</p><p>Users are watching about 140 billion videos across Meta’s platforms each day. But Reels doesn’t make as much money as its other products, costing Meta revenue as its audience shifts its time there. That alone cost Meta $500 million last quarter, and it will continue to be a drag for 12 months to 18 months, Zuckerberg said on the company’s earnings call in October.</p><p>Meta has also been developing ads that direct Facebook and Instagram users to Messenger or WhatsApp to open a chat with the advertiser. Zuckerberg called this the company’s fastest-growing ad product and said it’s currently bringing in revenue at a projected annual rate of $9 billion.</p><p>Even before the job cuts, the company had already been making some changes to bring its “best people” together to work on key problems such as the AI-driven content recommendation technology, Alison said. “When we make advances in the organic product, we can then figure out what we can carry over into the ads world, as well,” he says.</p><p>All this is shaping up to be a major challenge for Meta, at a period of unprecedented stress on the company. For the first time in its history, it’s going to have to learn to do more with less.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business</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\">\nMeta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.There are many reasons for the dire situation at ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139933900","content_text":"The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.There are many reasons for the dire situation at Meta Platforms Inc. The company, which has lost two-thirds of its market value this year and cut 11,000 jobs on Nov. 9, has been battered by damaging news about the political and social impact of Facebook, Instagram and WhatsApp. Investors are skeptical of Chief Executive Officer Mark Zuckerberg’s plans to pivot from social networking to the metaverse and worried about rising rivals such as ByteDance Ltd.’s TikTok. And that’s to say nothing of the stresses on the broader economy and the digital advertising market.But one factor looms above the rest: the changes to Apple Inc.’s privacy policies that have shaken the foundations of the targeted advertising industry. “Meta and lots of other tech companies are hiding underneath this big, gray cloud that’s covering the economy as a whole and sort of using that as a way to hide the reality that Apple is probably doing the most damage and is putting the tightest squeeze on businesses at the moment,” says Max Willens, a senior analyst at Insider Intelligence Inc. Meta’s ability to recover rests largely on finding ways to operate in this new environment.Zuckerberg’s pitch to advertisers has long been that his company can guarantee that their marketing will reach the right users at Facebook and Instagram. Meta has used the data it collects about its users to help marketers pinpoint those with specific characteristics—for instance, identifying people who resembled their existing customers in key ways—and sell them specific products.But last year, Apple changed its privacy policies in a way that significantly limited ad targeting on iOS devices, allowing users to decide whether to allow advertisers to track them. This made advertising with Meta more expensive, because less accurate marketers had to spend more money showing ads to the wrong type of person. Apple also prevented digital advertisers from accessing data needed to measure the outcomes of an ad after users clicked on it, making it more difficult to shift spending toward the most effective ads. In February, Meta estimated the changes would drag down revenue by $10 billion this year, or about 9% of what it’s expected to bring in.Apple has continued to make changes to its policies, taking additional cuts to money that flows through iPhones, such as on in-app purchases that users and advertisers make on social apps to boost their content to larger audiences. In October a Meta spokesperson accused Apple, which is building its own advertising business, of “undercutting others in the digital economy.” Apple has maintained that its goal has simply been to protect privacy. A Meta spokesperson didn’t respond to interview requests.These changes have been a drag on the entire digital advertising industry, but they’ve hit Meta particularly hard. The company’s revenue in the third quarter totaled $27.7 billion, 4.5% lower than the same quarter in 2021. By contrast, Google parent company Alphabet’s revenue rose 6%, and revenue at smaller competitors Snap and Pinterest both increased more than 5%. Meta’s and Alphabet Inc.’s share of digital ad spending in the US is expected to fall below 50% next year for the first time since at least 2019, according to Insider Intelligence.There’s still plenty of money flowing into digital ads. Spending from the largest brands rose 5% in the third quarter from the same period a year ago, accounting for two-thirds of all media buys, according to Standard Media Index. But that growth was slower than that of out-of-home venues such as billboards, subways and buses, which increased 14% from a year earlier, and newspapers, which grew 22%.Advertisers feel as if there are more viable alternatives to Meta than there have been in the recent past, Willens says. “It’s giving marketers more license to lower their spending,” he adds. “Meta is going to have to recalibrate after the major go-go times of 2021 disappeared.”The company has no experience managing decline. In the past, managers have been allowed to hire employees before annual budgets were approved in the spring, according to people familiar with the matter who declined to be identified because the process was private. This year, managers were instead asked to identify their bottom performers, two of the people say, a precursor to November’s job cuts. Employees have historically been able to work on passion projects, even if those projects weren’t always aligned with money-making opportunities for the business, say the people. That’s increasingly off the table, too.An obvious explanation for Zuckerberg’s interest in the metaverse is that Apple wouldn’t wield so much power in a virtual universe where Meta controls the hardware and operating system. In the meantime, as he told employees in a message on Nov. 9, he thinks that Meta will have to be “leaner and more efficient.” He’s directing the company’s focus on artificial intelligence tools to help it compete with TikTok while also relying on Meta’s massive ad platform to fund his longer-term vision.To do that, Meta is reworking its own targeting technology, using AI to determine which users should see which ads. Meta is operating two “centers of excellence for AI,” one in service of the ad business and the other focused on the user experience for Facebook and Instagram, said Tom Alison, the head of the Facebook app at Meta in an interview with Bloomberg Businessweek before the job cuts were announced. The company has also worked to improve its ad performance tracking, which is especially important in video, because both Facebook and Instagram have prioritized a popular new short-form video format on their platforms called Reels.A year after Apple’s changes, it appears as if some of Meta’s adjustments are working. In September marketing researcher Appsumer published a study on spending for more than 100 consumer apps across Africa, Europe, the Middle East and North America. The share of advertising budgets going to Meta stabilized in the first and second quarters. It’s now about 28%, according to Appsumer, after having fallen to 24%, from 32%, in the first six months after Apple’s measures took effect.Users are watching about 140 billion videos across Meta’s platforms each day. But Reels doesn’t make as much money as its other products, costing Meta revenue as its audience shifts its time there. That alone cost Meta $500 million last quarter, and it will continue to be a drag for 12 months to 18 months, Zuckerberg said on the company’s earnings call in October.Meta has also been developing ads that direct Facebook and Instagram users to Messenger or WhatsApp to open a chat with the advertiser. Zuckerberg called this the company’s fastest-growing ad product and said it’s currently bringing in revenue at a projected annual rate of $9 billion.Even before the job cuts, the company had already been making some changes to bring its “best people” together to work on key problems such as the AI-driven content recommendation technology, Alison said. “When we make advances in the organic product, we can then figure out what we can carry over into the ads world, as well,” he says.All this is shaping up to be a major challenge for Meta, at a period of unprecedented stress on the company. For the first time in its history, it’s going to have to learn to do more with less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667809103,"gmtCreate":1668671974503,"gmtModify":1668671977068,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Probably not true. They could be selling before we do","listText":"Probably not true. They could be selling before we do","text":"Probably not true. They could be selling before we do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667809103","repostId":"1163594813","repostType":4,"repost":{"id":"1163594813","pubTimestamp":1668667509,"share":"https://www.laohu8.com/m/news/1163594813?lang=&edition=full","pubTime":"2022-11-17 14:45","market":"us","language":"en","title":"Tech Layoffs Are Not a Sign of an Impending Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594813","media":"StreetInsider","summary":"A number of tech companies announced job cuts in recent weeks, including Meta Platforms, Amazon, Mic","content":"<html><head></head><body><p>A number of tech companies announced job cuts in recent weeks, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Twitter, and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.</p><p>Pressure is growing on <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, and especially Alphabet (NASDAQ: GOOGL), to slash jobs and cut operating expenses to offset the tougher macro environment. Some analysts have pointed to these layoffs and are increasingly worried that they could be an early indicator of a deterioration in labor market conditions.</p><p>Goldman Sachs economists, led by Jan Hatzius, disagree. They cite three reasons why the recently announced tech layoffs are not a sign of an impending recession.</p><p>1. Tech industry accounts for a small share of aggregate employment;</p><p>2. Job opening remain well above pre-pandemic levels; and</p><p>3. Tech worker layoffs have frequently spiked in the past without a corresponding increase in total layoffs and have not historically been a leading indicator of broader labor market deterioration.</p><p>While layoffs are “inevitable”, not just in tech but also in other industries, Hatzius isn’t particularly worried that such trends could be an early indicator of a broader labor market deterioration.</p><p>“We continue to expect that many laid-off workers will be able to find new jobs relatively quickly, and that the required reduction in aggregate labor demand will come primarily from fewer job openings rather than higher unemployment,” the economist said in a client note.</p><p>Finally, Hatzius reminds investors that the monthly gross layoff rate is currently only 0.9% of total employment, down from an already low monthly level of 1.2% prior to the pandemic.</p></body></html>","source":"highlight_streetinsider","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>Tech Layoffs Are Not a Sign of an Impending Recession</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\">\nTech Layoffs Are Not a Sign of an Impending Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 14:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20860583><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A number of tech companies announced job cuts in recent weeks, including Meta Platforms, Amazon, Microsoft, Twitter, and Salesforce.Pressure is growing on Apple, and especially Alphabet (NASDAQ: GOOGL...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20860583\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20860583","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163594813","content_text":"A number of tech companies announced job cuts in recent weeks, including Meta Platforms, Amazon, Microsoft, Twitter, and Salesforce.Pressure is growing on Apple, and especially Alphabet (NASDAQ: GOOGL), to slash jobs and cut operating expenses to offset the tougher macro environment. Some analysts have pointed to these layoffs and are increasingly worried that they could be an early indicator of a deterioration in labor market conditions.Goldman Sachs economists, led by Jan Hatzius, disagree. They cite three reasons why the recently announced tech layoffs are not a sign of an impending recession.1. Tech industry accounts for a small share of aggregate employment;2. Job opening remain well above pre-pandemic levels; and3. Tech worker layoffs have frequently spiked in the past without a corresponding increase in total layoffs and have not historically been a leading indicator of broader labor market deterioration.While layoffs are “inevitable”, not just in tech but also in other industries, Hatzius isn’t particularly worried that such trends could be an early indicator of a broader labor market deterioration.“We continue to expect that many laid-off workers will be able to find new jobs relatively quickly, and that the required reduction in aggregate labor demand will come primarily from fewer job openings rather than higher unemployment,” the economist said in a client note.Finally, Hatzius reminds investors that the monthly gross layoff rate is currently only 0.9% of total employment, down from an already low monthly level of 1.2% prior to the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667304229,"gmtCreate":1668558255161,"gmtModify":1668562013622,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Depends on china and us trade relations","listText":"Depends on china and us trade relations","text":"Depends on china and us trade relations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667304229","repostId":"2283219665","repostType":2,"repost":{"id":"2283219665","pubTimestamp":1668555458,"share":"https://www.laohu8.com/m/news/2283219665?lang=&edition=full","pubTime":"2022-11-16 07:37","market":"us","language":"en","title":"Why Sea Stock Surged 36% on Tuesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2283219665","media":"Motley Fool","summary":"Investors have better visibility to future profitability following the latest earnings report.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <a href=\"https://laohu8.com/S/SE\">Sea Limited</a> were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.</p><p><img src=\"https://static.tigerbbs.com/4476ea64bc175e0e71ce0765c7e753fd\" tg-width=\"844\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.</p><p>Worries over slowing growth sent the stock down over 70% year to date, but the company&#39;s shift to improving margins could turn things around.</p><h2>So what</h2><p>Revenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it&#39;s all about expectations.</p><p>One thing investors likely jumped on with enthusiasm in the report was management&#39;s focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.</p><p>On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.</p><h2>Now what</h2><p>The company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.</p><p>Sea&#39;s digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.</p><p>Overall, the market cares more about management&#39;s tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Sea Stock Surged 36% on Tuesday?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Sea Stock Surged 36% on Tuesday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/15/why-sea-stock-was-surging-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283219665","content_text":"What happenedShares of Sea Limited were up 36% on Tuesday after the company reported better-than-expected earnings for the third quarter.The e-commerce leader reported a net loss per share of $0.66, which was better than the loss of $0.99 expected by analysts. Revenue of $3.2 billion also beat the consensus estimate of $3.05 billion.Worries over slowing growth sent the stock down over 70% year to date, but the company's shift to improving margins could turn things around.So whatRevenue increased by 17% year over year in the quarter, which looks good enough but is much lower than the 64% rate of growth reported at the start of the year. But with the stock trading at a lower price-to-sales valuation of less than 3 compared to 12 times annual sales a year ago, it's all about expectations.One thing investors likely jumped on with enthusiasm in the report was management's focus on improving efficiency and profitability. CEO Forrest Li made it clear that the company is adapting to the weaker economic climate to ensure that the business thrives over the long term.On this score, Sea was able to show progress, with gross profit up 22% year over year, growing faster than revenue.Now whatThe company expects the Shopee marketplace to reach breakeven on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis by the end of 2023.Sea's digital entertainment business is seeing weaker revenue in the near term, causing management to lower its guidance for the segment by $300 million to between $2.6 billion to $2.8 billion for the full year.Overall, the market cares more about management's tune around profitability. With the stock trading at a significantly lower valuation, it certainly bolsters the bullish case for the stock if management delivers on its goal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":664192344,"gmtCreate":1667835427388,"gmtModify":1667835537566,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Rubbish idea he has","listText":"Rubbish idea he has","text":"Rubbish idea he has","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664192344","repostId":"1133133927","repostType":2,"repost":{"id":"1133133927","pubTimestamp":1667774184,"share":"https://www.laohu8.com/m/news/1133133927?lang=&edition=full","pubTime":"2022-11-07 06:36","market":"us","language":"en","title":"Facebook Parent Meta Is Preparing to Notify Employees of Large-Scale Layoffs This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1133133927","media":"The Wall Street Journal","summary":"Social-media company’s planned cuts expected to affect many thousands of its workforceMeta’s planned","content":"<html><head></head><body><p>Social-media company’s planned cuts expected to affect many thousands of its workforce</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3283f3fd40a681581abb2a1eddb4d4d0\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><span>Meta’s planned layoffs would be the first broad head-count reductions to occur in the company’s 18-year history.</span></p><p>Meta Platforms Inc. increase; green up pointing triangleis planning to begin large-scale layoffs this week, according to people familiar with the matter, in what could be the largest round in a recent spate of tech job cuts after the industry’s rapid growth during the pandemic.</p><p>The layoffs are expected to affect many thousands of employees and an announcement is planned to come as soon as Wednesday, according to the people. Meta reported more than 87,000 employees at the end of September. Company officials already told employees to cancel nonessential travel beginning this week, the people said.</p><p>The planned layoffs would be the first broad head-count reductions to occur in the company’s 18-year history. While smaller on a percentage basis than the cuts at Twitter Inc. this past week, which hit about half of that company’s staff, the number of Meta employees expected to lose their jobs could be the largest to date at a major technology corporation in a year that has seen a tech-industry retrenchment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9caf8c9f7790e7fc5fd92e25bb7c05c9\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>CEO Mark Zuckerberg has said recently that ‘some teams will grow meaningfully, but most other teams will stay flat or shrink over the next year.’</span></p><p>A spokesman for Meta declined to comment, referring to Chief Executive Mark Zuckerberg’s recent statement that the company would “focus our investments on a small number of high priority growth areas.”</p><p>“So that means some teams will grow meaningfully, but most other teams will stay flat or shrink over the next year,” he said on the company’s third-quarter earnings call on Oct. 26. “In aggregate, we expect to end 2023 as either roughly the same size, or even a slightly smaller organization than we are today.”</p><p>The Wall Street Journal reported in September that Meta was planning to cut expenses by at least 10% in the coming months, in part through staff reductions.</p><p>The cuts expected to be announced this week follow several months of more targeted staffing reductions in which employees were managed out or saw their roles eliminated.</p><p>“Realistically, there are probably a bunch of people at the company who shouldn’t be here,” Mr. Zuckerberg told employees at a companywide meeting at the end of June.</p><p>Meta, like other tech giants, went on a hiring spree during the pandemic as life and business shifted more online. It added more than 27,000 employees in 2020 and 2021, and added a further 15,344 in the first nine months of this year—about one-fourth of that during the most recent quarter.</p><p>Meta’s stock has fallen more than 70% this year. The company has highlighted deteriorating macroeconomic trends, but investors have also been spooked by its high spending and threats to the company’s core social-media business. Growth for that business in many markets has stalled amid stiff competition from TikTok, and Apple Inc.’s requirement that users opt-in to the tracking of their devices has curtailed the ability of social-media platforms to target ads.</p><p>Last month, investment firm Altimeter Capital said in an open letter to Mr. Zuckerberg that Meta should slash staff and pare back its metaverse ambitions, reflecting the rising discontent among shareholders.</p><p>Meta’s expenses have also risen sharply, causing its free cash flow to decline 98% in the most recent quarter. Some of the company’s spending stems from heavy investments in the additional computing power and artificial intelligence needed to further develop Reels, Meta’s TikTok-like short-form video platform on Instagram, and to target ads with less data.</p><p>But much of Meta’s ballooning costs stem from Mr. Zuckerberg’s commitment to Reality Labs, a division of the company responsible for virtual- and augmented-reality headsets as well as the creation of the metaverse. Mr. Zuckerberg has billed the metaverse as a constellation of interlocking virtual worlds in which people will eventually work, play, live and shop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b8c22394a4d0d4712ba49c7ed86c6ab\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Meta has invested heavily in promoting its virtual-reality platform, but users have been largely unimpressed.</span></p><p>The effort has cost the company $15 billion since the beginning of last year. But despite investing heavily in promoting its virtual-reality platform, Horizon Worlds, users have been largely unimpressed. Last month, the Journal reported that visitors to Horizon Worlds had fallen over the course of the year to well under 200,000 users, about the size of Sioux Falls, S.D.</p><p>“I get that a lot of people might disagree with this investment,” Mr. Zuckerberg told analysts on the company’s earnings call last month before reaffirming his commitment. “I think people are going to look back on decades from now and talk about the importance of the work that was done here.”</p><p>After the call, analysts downgraded their rating of Meta’s stock and slashed price targets.</p><p>“Management’s road map &amp; justification for this strategy continue to not resonate with investors,” analysts at RBC Capital Markets said in a note last month.</p></body></html>","source":"wsj_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>Facebook Parent Meta Is Preparing to Notify Employees of Large-Scale Layoffs This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Parent Meta Is Preparing to Notify Employees of Large-Scale Layoffs This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/meta-is-preparing-to-notify-employees-of-large-scale-layoffs-this-week-11667767794?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social-media company’s planned cuts expected to affect many thousands of its workforceMeta’s planned layoffs would be the first broad head-count reductions to occur in the company’s 18-year history....</p>\n\n<a href=\"https://www.wsj.com/articles/meta-is-preparing-to-notify-employees-of-large-scale-layoffs-this-week-11667767794?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.wsj.com/articles/meta-is-preparing-to-notify-employees-of-large-scale-layoffs-this-week-11667767794?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133133927","content_text":"Social-media company’s planned cuts expected to affect many thousands of its workforceMeta’s planned layoffs would be the first broad head-count reductions to occur in the company’s 18-year history.Meta Platforms Inc. increase; green up pointing triangleis planning to begin large-scale layoffs this week, according to people familiar with the matter, in what could be the largest round in a recent spate of tech job cuts after the industry’s rapid growth during the pandemic.The layoffs are expected to affect many thousands of employees and an announcement is planned to come as soon as Wednesday, according to the people. Meta reported more than 87,000 employees at the end of September. Company officials already told employees to cancel nonessential travel beginning this week, the people said.The planned layoffs would be the first broad head-count reductions to occur in the company’s 18-year history. While smaller on a percentage basis than the cuts at Twitter Inc. this past week, which hit about half of that company’s staff, the number of Meta employees expected to lose their jobs could be the largest to date at a major technology corporation in a year that has seen a tech-industry retrenchment.CEO Mark Zuckerberg has said recently that ‘some teams will grow meaningfully, but most other teams will stay flat or shrink over the next year.’A spokesman for Meta declined to comment, referring to Chief Executive Mark Zuckerberg’s recent statement that the company would “focus our investments on a small number of high priority growth areas.”“So that means some teams will grow meaningfully, but most other teams will stay flat or shrink over the next year,” he said on the company’s third-quarter earnings call on Oct. 26. “In aggregate, we expect to end 2023 as either roughly the same size, or even a slightly smaller organization than we are today.”The Wall Street Journal reported in September that Meta was planning to cut expenses by at least 10% in the coming months, in part through staff reductions.The cuts expected to be announced this week follow several months of more targeted staffing reductions in which employees were managed out or saw their roles eliminated.“Realistically, there are probably a bunch of people at the company who shouldn’t be here,” Mr. Zuckerberg told employees at a companywide meeting at the end of June.Meta, like other tech giants, went on a hiring spree during the pandemic as life and business shifted more online. It added more than 27,000 employees in 2020 and 2021, and added a further 15,344 in the first nine months of this year—about one-fourth of that during the most recent quarter.Meta’s stock has fallen more than 70% this year. The company has highlighted deteriorating macroeconomic trends, but investors have also been spooked by its high spending and threats to the company’s core social-media business. Growth for that business in many markets has stalled amid stiff competition from TikTok, and Apple Inc.’s requirement that users opt-in to the tracking of their devices has curtailed the ability of social-media platforms to target ads.Last month, investment firm Altimeter Capital said in an open letter to Mr. Zuckerberg that Meta should slash staff and pare back its metaverse ambitions, reflecting the rising discontent among shareholders.Meta’s expenses have also risen sharply, causing its free cash flow to decline 98% in the most recent quarter. Some of the company’s spending stems from heavy investments in the additional computing power and artificial intelligence needed to further develop Reels, Meta’s TikTok-like short-form video platform on Instagram, and to target ads with less data.But much of Meta’s ballooning costs stem from Mr. Zuckerberg’s commitment to Reality Labs, a division of the company responsible for virtual- and augmented-reality headsets as well as the creation of the metaverse. Mr. Zuckerberg has billed the metaverse as a constellation of interlocking virtual worlds in which people will eventually work, play, live and shop.Meta has invested heavily in promoting its virtual-reality platform, but users have been largely unimpressed.The effort has cost the company $15 billion since the beginning of last year. But despite investing heavily in promoting its virtual-reality platform, Horizon Worlds, users have been largely unimpressed. Last month, the Journal reported that visitors to Horizon Worlds had fallen over the course of the year to well under 200,000 users, about the size of Sioux Falls, S.D.“I get that a lot of people might disagree with this investment,” Mr. Zuckerberg told analysts on the company’s earnings call last month before reaffirming his commitment. “I think people are going to look back on decades from now and talk about the importance of the work that was done here.”After the call, analysts downgraded their rating of Meta’s stock and slashed price targets.“Management’s road map & justification for this strategy continue to not resonate with investors,” analysts at RBC Capital Markets said in a note last month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665737762,"gmtCreate":1667483350856,"gmtModify":1667483353369,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665737762","repostId":"1113649059","repostType":2,"repost":{"id":"1113649059","pubTimestamp":1667456462,"share":"https://www.laohu8.com/m/news/1113649059?lang=&edition=full","pubTime":"2022-11-03 14:21","market":"us","language":"en","title":"Meta Platforms: Once In A Lifetime Buying Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113649059","media":"seeking alpha","summary":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share decl","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.</li><li>While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.</li><li>Investors are scared by Zuckerberg&#39;s vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.</li><li>Meta Platforms is deeply undervalued and a great buying opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/6f02a96342a01b6562b28beddadc0f69\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.</p><p><img src=\"https://static.tigerbbs.com/149e1f6c0f1b06f4bd721a865db34fac\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>When reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.</p><h2><b>Declining Profitability</b></h2><p>Of course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.</p><p><img src=\"https://static.tigerbbs.com/857f2d072c54ddaffb7f3a2686bbd0fb\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Q3/22 Earnings Release</p><p>When looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.</p><h2><b>Top Line Growth Slowing Down</b></h2><p>But not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:</p><blockquote>The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.</blockquote><p>And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.</p><p><img src=\"https://static.tigerbbs.com/a6f1dc184b6d72641ab76558dc000ef3\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)</p><h2><b>Problems, Problems, Problems?</b></h2><p>We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.</p><p><b><i>Small Signs of Growth</i></b></p><p>First, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/99b9c09e1b3a13a76dc14da26b4f091c\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Of course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:</p><blockquote>So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.</blockquote><p>And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.</p><p><b><i>Shift to Reels</i></b></p><p>Another reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:</p><blockquote>Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.</blockquote><p>And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.</p><p>And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.</p><p><b><i>New Ways of Monetization</i></b></p><p>Aside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:</p><blockquote>Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.</blockquote><p>In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.</p><h2><b>Scary Metaverse</b></h2><p>In my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.</p><p>And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.</p><p><img src=\"https://static.tigerbbs.com/ef035e590029c005f6cf20a38e2d2cd8\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>What shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.</p><p>And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:</p><blockquote>Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.</blockquote><h2><b>Takeaway</b></h2><p>In my opinion, we can break this story down in two key messages:</p><ol><li><b>Business Cycle</b>: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.</li><li><b>Investing in the future</b>: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.</li></ol><p>These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).</p><p><b>Intrinsic Value Calculation</b></p><p>And as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).</p><p>And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.</p><p><img src=\"https://static.tigerbbs.com/3a3f2e36a81b7d1cc2906ceb54b94bbb\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Free cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.</p><h2>Conclusion</h2><p>In past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.</p><p>And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).</p></body></html>","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>Meta Platforms: Once In A Lifetime Buying Opportunity?</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\">\nMeta Platforms: Once In A Lifetime Buying Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113649059","content_text":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.Investors are scared by Zuckerberg's vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.Meta Platforms is deeply undervalued and a great buying opportunity.The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.Data byYChartsWhen reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.Declining ProfitabilityOf course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.Meta Q3/22 Earnings ReleaseWhen looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.Top Line Growth Slowing DownBut not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)Problems, Problems, Problems?We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.Small Signs of GrowthFirst, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.Meta Platforms Q3/22 PresentationOf course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.Shift to ReelsAnother reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.New Ways of MonetizationAside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.Scary MetaverseIn my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.Meta Platforms Q3/22 PresentationWhat shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.TakeawayIn my opinion, we can break this story down in two key messages:Business Cycle: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.Investing in the future: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).Intrinsic Value CalculationAnd as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.Meta Platforms Q3/22 PresentationFree cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.ConclusionIn past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665601478,"gmtCreate":1667223108894,"gmtModify":1667223112465,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Sell","listText":"Sell","text":"Sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665601478","repostId":"2279825376","repostType":2,"repost":{"id":"2279825376","pubTimestamp":1667198111,"share":"https://www.laohu8.com/m/news/2279825376?lang=&edition=full","pubTime":"2022-10-31 14:35","market":"us","language":"en","title":"Meta: Buy It For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2279825376","media":"seekingalpha","summary":"Meta (NASDAQ:META) has been in the news lately, and not for good reasons. The company missed Q3 earn","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6cd6da4c653b5e096db3d8fe743bdc85\" tg-width=\"750\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/>Meta (NASDAQ:META) has been in the news lately, and not for good reasons. The company missed Q3 earnings estimates badly and lowered fourth quarter guidance. Declining ad revenue and higher costs put pressure on Meta&#39;s sales, margins, profits, and share price. The company&#39;s stock crashed by approximately 25% Thursday, as traders dumped shares first and didn&#39;t ask many questions.</p><p><b>META 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/3a59f88c64844e100c0741341e16b539\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>META (StockCharts.com )</p><p>Remarkably, Meta&#39;s stock price is down by a staggering 75% since the epic tech top blew off last November. Meta was in the elite club of the trillion-dollar tech juggernauts around its peak. Unfortunately for many shareholders, Meta&#39;s market cap has dwindled to just about $266 billion. However, Meta&#39;s revenue and earnings decline phase is transitory. The company remains a dominant market leader in the online ad space and should return to revenue and EPS growth in the coming years.</p><p>Meanwhile, the stock is absurdly cheap at roughly two times sales and a P/E ratio of around 10. The near-term downside is likely limited for Meta&#39;s stock now. However, as Meta returns to revenue growth and improves profitability, its stock price should increase considerably, making it one of the best stocks to own for the next decade.</p><h2>Earnings - A Transitory Problem</h2><p>While Meta beat Q3 revenue estimates by approximately $300 million, the $27.7 billion sales figure was 4.5% below last year. However, it was Q3&#39;s EPS that spooked investors even more. Meta delivered $1.64 in EPS, badly missing the consensus mark by 22 cents. Moreover, in Q3 2021, the company had a whopping $3.22 in EPS. So, we&#39;re looking at a 49% YoY EPS decline. Pretty shocking, right?</p><p>Nevertheless, there was more bad news. Meta&#39;s average price per ad decreased by 18% YoY. I began warning of the spread of ad revenue declines in May in my &#34;Snap&#39;s Warning For Everyone&#34; article (Meta&#39;s stock was around $220 then). Meta&#39;s ad sales have been softening for months, and we see its ad revenues and profits continuing to slide. Meta expects fourth-quarter total revenues to be $30-32.5 billion vs. $32.21 consensus estimates. Q4 2021 revenue came in at <i>$33.67 billion</i>. Presuming that Meta can hit the mid-range of its estimate ($31.25 billion), we&#39;d see about a 7% YoY revenue decline. Naturally, this is not pretty, but the good news is that Meta&#39;s revenue and earnings decline phase is probably transitory and will likely pass soon. Once the downturn concludes, Meta should return to growing sales and increasing profits again.</p><h2>Revenue Growth and EPS Expansion Should Return</h2><p>Meta, or Facebook as I still like to call it, is a dominant, market-leading company with exceptional revenue growth and profitability potential. Facebook and its units amount to a social media monopoly, which should be very good for the company&#39;s business in the coming years.</p><p><b>Facebook Monthly Active Users</b> (MAUs)</p><p><img src=\"https://static.tigerbbs.com/a4a387408d6bb1e43de869256c2ffe53\" tg-width=\"640\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p>FB MAUs (Statista.com )</p><p>Facebook has around 3 billion monthly active users and roughly 2 billion Daily Active Users (DAUs). Also, both numbers increased on a YoY basis. MAUs grew by 2%, and DAUs increased by 3% YoY. These are massive numbers representing much of the global population using the Internet. While Facebook has a giant ecosystem that should not be underestimated, the company&#39;s goldmine is Instagram.</p><p><img src=\"https://static.tigerbbs.com/81ec396ce7e4e2a1c323425e1f2e398e\" tg-width=\"640\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p>Instagram stats (Statista.com )</p><p>Instagram has well over a billion users and is one of the most popular and influential social media platforms globally. Moreover, we see that IG is growing and should continue providing robust growth for Meta in the coming years. Also, remember that Meta owns WhatsApp, which has about 2 billion users, and Messenger, with more than one billion. In addition, Meta owns numerous secondary businesses with significant growth and profit potential to make up for declining social media growth in future years.</p><h2>Let&#39;s Look At Some Numbers</h2><p>The company&#39;s estimates got slashed severely due to Facebook&#39;s transitory revenue and earnings decline phase.</p><p><b>EPS Revisions </b></p><p><img src=\"https://static.tigerbbs.com/772659d738708b1100a8d61fbc5088ca\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>EPS revisions (SeekingAlpha.com )</p><p>The revisions have been brutal and an ongoing phenomenon for quarters. However, many analysts&#39; estimates may be overly pessimistic after the recent report. Meta&#39;s 2027 consensus EPS estimate dropped from around $35 to roughly $13 over the last year. In fact, after such draconian downgrades, many analysts seem convinced that Meta will show very little or no EPS growth in future years.</p><p>We have an extraordinary situation with Meta. The market doesn&#39;t believe in Meta&#39;s ability to return to sufficient revenue growth and questions the company&#39;s earning potential. However, the market is likely looking very short term here. The economic downturn won&#39;t last forever, and while Meta&#39;s profits are dropping due to less ad spending and higher costs, this too shall pass. Meta is one of the few critical technology companies like to dominate over the next decade. Therefore, despite the absurdly negative sentiment and the rock-bottom EPS and growth estimates, Meta is one of the top stocks to own over the next 10 years. Also, there&#39;s a high probability that Meta may surpass consensus EPS and revenue estimates as the company advances.</p><p><b>Revenue Estimates </b></p><p><img src=\"https://static.tigerbbs.com/7226214110060a01bb902e26e24ccd79\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p>Revenue estimates (SeekingAlpha.com )</p><p>Meta&#39;s consensus revenue estimate has dropped to about $116.5 billion this year. This result would equate to a YoY revenue decline of roughly 1.2%. However, my estimate is $118 billion, roughly flat relative to 2021 revenues. Next year&#39;s revenue estimates range from $116 - 147 billion, a vast range. Nevertheless, next year&#39;s consensus estimate is about $124 billion (lowballed, in my view). This revenue increase would represent YoY growth of about 7%. I estimate a 10% YoY revenue increase to roughly $130 billion in 2023. After that, we could see Meta provide high single to low double-digit revenue growth through 2030.</p><p><b>Here&#39;s What Meta&#39;s Financials Could Look Like As We Advance: </b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td><td><b>2028</b></td><td><b>2029</b></td><td><b>2030</b></td></tr><tr><td><b>Revenue Bs</b></td><td>$118</td><td>$130</td><td>$145</td><td>$165</td><td>$184</td><td>$205</td><td>$225</td><td>$245</td><td>$265</td></tr><tr><td><b>Revenue growth</b></td><td>0%</td><td>10%</td><td>12%</td><td>13%</td><td>12%</td><td>11%</td><td>10%</td><td>9%</td><td>8%</td></tr><tr><td><b>EPS</b></td><td>$9.50</td><td>$12</td><td>$15</td><td>$19</td><td>$22</td><td>$26</td><td>$31</td><td>$37</td><td>$45</td></tr><tr><td><b>Forward P/E</b></td><td>8</td><td>12</td><td>14</td><td>16</td><td>17</td><td>16</td><td>15</td><td>13</td><td>12</td></tr><tr><td><b>Stock price</b></td><td>$100</td><td>$180</td><td>$266</td><td>$330</td><td>$442</td><td>$496</td><td>$555</td><td>$585</td><td>$600</td></tr></tbody></table><p>Click to enlarge</p><p>Source: The Financial Prophet</p><h2>The Bottom Line</h2><p>Meta is one of the top technology companies in the world and is essentially a social media monopoly. Thus, revenue growth should return and increase in future years. Some people may have differing views, but Meta&#39;s leading position in the Metaverse space could pay off enormously in the coming years. Therefore, the company&#39;s revenues, profits, and share price could increase more significantly than many rock-bottom estimates imply. With modest revenue growth, annual EPS growth of around 15%-25%, and modest P/E multiple expansion, Meta&#39;s stock price should appreciate substantially over the next decade.</p></body></html>","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>Meta: Buy It For The Next Decade</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\">\nMeta: Buy It For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550969-meta-a-buy-for-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta (NASDAQ:META) has been in the news lately, and not for good reasons. The company missed Q3 earnings estimates badly and lowered fourth quarter guidance. Declining ad revenue and higher costs put ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550969-meta-a-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","BK4211":"区域性银行"},"source_url":"https://seekingalpha.com/article/4550969-meta-a-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2279825376","content_text":"Meta (NASDAQ:META) has been in the news lately, and not for good reasons. The company missed Q3 earnings estimates badly and lowered fourth quarter guidance. Declining ad revenue and higher costs put pressure on Meta's sales, margins, profits, and share price. The company's stock crashed by approximately 25% Thursday, as traders dumped shares first and didn't ask many questions.META 1-Year ChartMETA (StockCharts.com )Remarkably, Meta's stock price is down by a staggering 75% since the epic tech top blew off last November. Meta was in the elite club of the trillion-dollar tech juggernauts around its peak. Unfortunately for many shareholders, Meta's market cap has dwindled to just about $266 billion. However, Meta's revenue and earnings decline phase is transitory. The company remains a dominant market leader in the online ad space and should return to revenue and EPS growth in the coming years.Meanwhile, the stock is absurdly cheap at roughly two times sales and a P/E ratio of around 10. The near-term downside is likely limited for Meta's stock now. However, as Meta returns to revenue growth and improves profitability, its stock price should increase considerably, making it one of the best stocks to own for the next decade.Earnings - A Transitory ProblemWhile Meta beat Q3 revenue estimates by approximately $300 million, the $27.7 billion sales figure was 4.5% below last year. However, it was Q3's EPS that spooked investors even more. Meta delivered $1.64 in EPS, badly missing the consensus mark by 22 cents. Moreover, in Q3 2021, the company had a whopping $3.22 in EPS. So, we're looking at a 49% YoY EPS decline. Pretty shocking, right?Nevertheless, there was more bad news. Meta's average price per ad decreased by 18% YoY. I began warning of the spread of ad revenue declines in May in my \"Snap's Warning For Everyone\" article (Meta's stock was around $220 then). Meta's ad sales have been softening for months, and we see its ad revenues and profits continuing to slide. Meta expects fourth-quarter total revenues to be $30-32.5 billion vs. $32.21 consensus estimates. Q4 2021 revenue came in at $33.67 billion. Presuming that Meta can hit the mid-range of its estimate ($31.25 billion), we'd see about a 7% YoY revenue decline. Naturally, this is not pretty, but the good news is that Meta's revenue and earnings decline phase is probably transitory and will likely pass soon. Once the downturn concludes, Meta should return to growing sales and increasing profits again.Revenue Growth and EPS Expansion Should ReturnMeta, or Facebook as I still like to call it, is a dominant, market-leading company with exceptional revenue growth and profitability potential. Facebook and its units amount to a social media monopoly, which should be very good for the company's business in the coming years.Facebook Monthly Active Users (MAUs)FB MAUs (Statista.com )Facebook has around 3 billion monthly active users and roughly 2 billion Daily Active Users (DAUs). Also, both numbers increased on a YoY basis. MAUs grew by 2%, and DAUs increased by 3% YoY. These are massive numbers representing much of the global population using the Internet. While Facebook has a giant ecosystem that should not be underestimated, the company's goldmine is Instagram.Instagram stats (Statista.com )Instagram has well over a billion users and is one of the most popular and influential social media platforms globally. Moreover, we see that IG is growing and should continue providing robust growth for Meta in the coming years. Also, remember that Meta owns WhatsApp, which has about 2 billion users, and Messenger, with more than one billion. In addition, Meta owns numerous secondary businesses with significant growth and profit potential to make up for declining social media growth in future years.Let's Look At Some NumbersThe company's estimates got slashed severely due to Facebook's transitory revenue and earnings decline phase.EPS Revisions EPS revisions (SeekingAlpha.com )The revisions have been brutal and an ongoing phenomenon for quarters. However, many analysts' estimates may be overly pessimistic after the recent report. Meta's 2027 consensus EPS estimate dropped from around $35 to roughly $13 over the last year. In fact, after such draconian downgrades, many analysts seem convinced that Meta will show very little or no EPS growth in future years.We have an extraordinary situation with Meta. The market doesn't believe in Meta's ability to return to sufficient revenue growth and questions the company's earning potential. However, the market is likely looking very short term here. The economic downturn won't last forever, and while Meta's profits are dropping due to less ad spending and higher costs, this too shall pass. Meta is one of the few critical technology companies like to dominate over the next decade. Therefore, despite the absurdly negative sentiment and the rock-bottom EPS and growth estimates, Meta is one of the top stocks to own over the next 10 years. Also, there's a high probability that Meta may surpass consensus EPS and revenue estimates as the company advances.Revenue Estimates Revenue estimates (SeekingAlpha.com )Meta's consensus revenue estimate has dropped to about $116.5 billion this year. This result would equate to a YoY revenue decline of roughly 1.2%. However, my estimate is $118 billion, roughly flat relative to 2021 revenues. Next year's revenue estimates range from $116 - 147 billion, a vast range. Nevertheless, next year's consensus estimate is about $124 billion (lowballed, in my view). This revenue increase would represent YoY growth of about 7%. I estimate a 10% YoY revenue increase to roughly $130 billion in 2023. After that, we could see Meta provide high single to low double-digit revenue growth through 2030.Here's What Meta's Financials Could Look Like As We Advance: Year202220232024202520262027202820292030Revenue Bs$118$130$145$165$184$205$225$245$265Revenue growth0%10%12%13%12%11%10%9%8%EPS$9.50$12$15$19$22$26$31$37$45Forward P/E81214161716151312Stock price$100$180$266$330$442$496$555$585$600Click to enlargeSource: The Financial ProphetThe Bottom LineMeta is one of the top technology companies in the world and is essentially a social media monopoly. Thus, revenue growth should return and increase in future years. Some people may have differing views, but Meta's leading position in the Metaverse space could pay off enormously in the coming years. Therefore, the company's revenues, profits, and share price could increase more significantly than many rock-bottom estimates imply. With modest revenue growth, annual EPS growth of around 15%-25%, and modest P/E multiple expansion, Meta's stock price should appreciate substantially over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665983904,"gmtCreate":1666884746408,"gmtModify":1666884749128,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665983904","repostId":"1132899021","repostType":2,"repost":{"id":"1132899021","pubTimestamp":1666882711,"share":"https://www.laohu8.com/m/news/1132899021?lang=&edition=full","pubTime":"2022-10-27 22:58","market":"us","language":"en","title":"Mark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1132899021","media":"Bloomberg","summary":"The Meta CEO’s fortune has tumbled by more than any other billionaire’s this year.Mark Zuckerberg, c","content":"<html><head></head><body><p>The Meta CEO’s fortune has tumbled by more than any other billionaire’s this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5005a115d70ab731b6f72d394b035a67\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Mark Zuckerberg, chief executive officer of Meta Platforms Inc.Photographer: Michael Nagle/Bloomberg</span></p><p>Mark Zuckerberg’s fortune plunged by $11 billion after his Meta Platforms Inc. reported a second-straight quarter of disappointing earnings, bringing his total wealth loss to more than $100 billion in just 13 months.</p><p>Zuckerberg, 38, now has a net worth of $38.1 billion, according to the Bloomberg Billionaires Index, a stunning fall from a peak of $142 billion in September 2021. While many of the world’s richest people have seen their fortunes tumble this year, Meta’s chief executive officer has seen the single-biggest hit among those on the wealth list.</p><p>Meta’s revenue fell 4.5% from a year ago, the second consecutive quarterly drop, after never posting declining sales prior to 2022. Meanwhile, the social media platform faces ballooning costs as it funds its version of virtual reality. Shares of Meta opened 25% lower Thursday in New York. The stock price of about $100, the lowest since 2016, compares with $382 at its peak.</p><p>“I get that a lot of people might disagree with this investment,” Zuckerberg said about the company&#39;s focus on the metaverse. The Menlo Park-based company changed its name from Facebook to Meta a year ago. He stood by the pivot, calling it “fundamentally important to the future.”</p><p>Zuckerberg holds more than 350 million shares in Meta, according to the company’s latest proxy statement. At one point, he was third on the Bloomberg wealth index, trailing only Jeff Bezos and Bill Gates. As of Wednesday’s close, he ranked 23rd.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again</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\">\nMark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-27/mark-zuckerberg-net-worth-meta-ceo-s-fortune-tumbles-more-than-100-billion?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Meta CEO’s fortune has tumbled by more than any other billionaire’s this year.Mark Zuckerberg, chief executive officer of Meta Platforms Inc.Photographer: Michael Nagle/BloombergMark Zuckerberg’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-27/mark-zuckerberg-net-worth-meta-ceo-s-fortune-tumbles-more-than-100-billion?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-10-27/mark-zuckerberg-net-worth-meta-ceo-s-fortune-tumbles-more-than-100-billion?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132899021","content_text":"The Meta CEO’s fortune has tumbled by more than any other billionaire’s this year.Mark Zuckerberg, chief executive officer of Meta Platforms Inc.Photographer: Michael Nagle/BloombergMark Zuckerberg’s fortune plunged by $11 billion after his Meta Platforms Inc. reported a second-straight quarter of disappointing earnings, bringing his total wealth loss to more than $100 billion in just 13 months.Zuckerberg, 38, now has a net worth of $38.1 billion, according to the Bloomberg Billionaires Index, a stunning fall from a peak of $142 billion in September 2021. While many of the world’s richest people have seen their fortunes tumble this year, Meta’s chief executive officer has seen the single-biggest hit among those on the wealth list.Meta’s revenue fell 4.5% from a year ago, the second consecutive quarterly drop, after never posting declining sales prior to 2022. Meanwhile, the social media platform faces ballooning costs as it funds its version of virtual reality. Shares of Meta opened 25% lower Thursday in New York. The stock price of about $100, the lowest since 2016, compares with $382 at its peak.“I get that a lot of people might disagree with this investment,” Zuckerberg said about the company's focus on the metaverse. The Menlo Park-based company changed its name from Facebook to Meta a year ago. He stood by the pivot, calling it “fundamentally important to the future.”Zuckerberg holds more than 350 million shares in Meta, according to the company’s latest proxy statement. At one point, he was third on the Bloomberg wealth index, trailing only Jeff Bezos and Bill Gates. As of Wednesday’s close, he ranked 23rd.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662870673,"gmtCreate":1666359647992,"gmtModify":1666359650968,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Nope","listText":"Nope","text":"Nope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662870673","repostId":"2277147110","repostType":2,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666754195,"gmtCreate":1666015757017,"gmtModify":1666015759716,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666754195","repostId":"2276507182","repostType":4,"repost":{"id":"2276507182","pubTimestamp":1666010393,"share":"https://www.laohu8.com/m/news/2276507182?lang=&edition=full","pubTime":"2022-10-17 20:39","market":"us","language":"en","title":"Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2276507182","media":"Motley Fool","summary":"If this company's big bet pays off, it could generate explosive gains over the long term.","content":"<html><head></head><body><p>It&#39;s been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.</p><p>All of the FAANG stocks have dropped significantly so far in 2022. But don&#39;t write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here&#39;s the FAANG stock that Wall Street thinks will soar the most over the next 12 months.</p><h2>Eliminating the contenders</h2><p>The five FAANG stocks are:</p><ul><li>Facebook, which is now <b>Meta Platforms</b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b> </li><li><b>Alphabet</b></li></ul><p>We can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.</p><p>Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix&#39;s share price down more than 60% year to date, that sentiment apparently isn&#39;t shared uniformly across the analyst community.</p><p>Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That&#39;s only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.</p><p>Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.</p><h2>Crowning the (potential) champion</h2><p>The process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.</p><p>What do analysts like about this stock? A couple of things especially stand out.</p><p>First, Meta is currently the most beaten-down of the group this year (although it&#39;s running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.</p><p>Second, Meta&#39;s valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta&#39;s price-to-earnings-to-growth (PEG) ratio is around 1.5. That&#39;s second only to Alphabet&#39;s PEG ratio of 1.2.</p><h2>Is Wall Street right?</h2><p>We&#39;ll have to wait a while to find out whether or not Wall Street&#39;s optimism about Meta is warranted. The company certainly faces significant challenges.</p><p>Apple&#39;s privacy update for iOS continues to negatively affect Meta&#39;s advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.</p><p>However, some analysts see better days ahead. <b>Oppenheimer</b>&#39;s Jason Helfstein recently pointed out that Apple&#39;s forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.</p><p>Another analyst, Ronald Josey with <b>Citigroup</b>, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company&#39;s Q2 conference call that user engagement with Reels continues to increase sharply.</p><p>The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There&#39;s some reason for skepticism right now, especially considering that Meta&#39;s own employees don&#39;t seem all that excited about the metaverse.</p><p>But Meta just picked up a major vote of confidence in its metaverse vision from <b>Microsoft</b>. The software giant plans to integrate its workplace apps with Meta&#39;s Quest devices.</p><p>It&#39;s going to take more than 12 months to find out whether Meta&#39;s huge bet on the metaverse was a mistake or a brilliant move. If it&#39;s the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months</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\">\nHere's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1046421795.USD":"富达环球科技A-ACC","BK4525":"远程办公概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4577":"网络游戏","LU0882574139.USD":"富达环球消费行业基金A ACC","NFLX":"奈飞","AAPL":"苹果","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4551":"寇图资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4505":"高瓴资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4514":"搜索引擎","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","GOOGL":"谷歌A","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4576":"AR","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276507182","content_text":"It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks have dropped significantly so far in 2022. But don't write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here's the FAANG stock that Wall Street thinks will soar the most over the next 12 months.Eliminating the contendersThe five FAANG stocks are:Facebook, which is now Meta PlatformsAmazonAppleNetflix AlphabetWe can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix's share price down more than 60% year to date, that sentiment apparently isn't shared uniformly across the analyst community.Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That's only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.Crowning the (potential) championThe process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.What do analysts like about this stock? A couple of things especially stand out.First, Meta is currently the most beaten-down of the group this year (although it's running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.Second, Meta's valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta's price-to-earnings-to-growth (PEG) ratio is around 1.5. That's second only to Alphabet's PEG ratio of 1.2.Is Wall Street right?We'll have to wait a while to find out whether or not Wall Street's optimism about Meta is warranted. The company certainly faces significant challenges.Apple's privacy update for iOS continues to negatively affect Meta's advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.However, some analysts see better days ahead. Oppenheimer's Jason Helfstein recently pointed out that Apple's forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.Another analyst, Ronald Josey with Citigroup, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company's Q2 conference call that user engagement with Reels continues to increase sharply.The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There's some reason for skepticism right now, especially considering that Meta's own employees don't seem all that excited about the metaverse.But Meta just picked up a major vote of confidence in its metaverse vision from Microsoft. The software giant plans to integrate its workplace apps with Meta's Quest devices.It's going to take more than 12 months to find out whether Meta's huge bet on the metaverse was a mistake or a brilliant move. If it's the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668785367,"gmtCreate":1665189052860,"gmtModify":1665189054472,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Wonder if they can do it well","listText":"Wonder if they can do it well","text":"Wonder if they can do it well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668785367","repostId":"1116161119","repostType":4,"repost":{"id":"1116161119","pubTimestamp":1665185287,"share":"https://www.laohu8.com/m/news/1116161119?lang=&edition=full","pubTime":"2022-10-08 07:28","market":"sg","language":"en","title":"SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1116161119","media":"smart investor","summary":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.</p><h2><b>Bank home loan rates</b></h2><p>The trio of local banks, namely <b>DBS Group</b>(SGX: D05), <b>United Overseas Bank Ltd</b>(SGX: U11), or UOB, and <b>OCBC Ltd</b>(SGX: O39), have once again raised the rates on their mortgage loan offerings.</p><p>The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.</p><p>Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.</p><p>This new rate now applies to all four of the lender’s packages with tenors of between two to five years.</p><p>Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.</p><p>Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.</p><p>The bank is also re-launching its one-year fixed rate package at 3.35%.</p><p>With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.</p><h2><b>Singapore retail sales</b></h2><p>Retail sales continued to rise in Singapore in August, continuing the trend seen in July.</p><p>Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.</p><p>The latest increase did fall below the 15.4% that analysts had expected.</p><p>The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.</p><p>Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.</p><p>At the same time, elevated core inflation could dampen consumer demand in the months to come.</p><p>Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.</p><h2><b>SATS Ltd (SGX: S58)</b></h2><p>SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.</p><p>Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.</p><p>CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.</p><p>He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.</p><p>In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.</p><p>The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.</p><p>Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.</p><p>The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.</p><p>Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.</p></body></html>","source":"lsy1602567310727","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>SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales</title>\n<style 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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\">\nSGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/><strong>smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S58.SI":"新翔集团有限公司","STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116161119","content_text":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United Overseas Bank Ltd(SGX: U11), or UOB, and OCBC Ltd(SGX: O39), have once again raised the rates on their mortgage loan offerings.The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.This new rate now applies to all four of the lender’s packages with tenors of between two to five years.Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.The bank is also re-launching its one-year fixed rate package at 3.35%.With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.Singapore retail salesRetail sales continued to rise in Singapore in August, continuing the trend seen in July.Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.The latest increase did fall below the 15.4% that analysts had expected.The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.At the same time, elevated core inflation could dampen consumer demand in the months to come.Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.SATS Ltd (SGX: S58)SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668591654,"gmtCreate":1664894818978,"gmtModify":1664894821412,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668591654","repostId":"1129860697","repostType":4,"repost":{"id":"1129860697","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":1664890809,"share":"https://www.laohu8.com/m/news/1129860697?lang=&edition=full","pubTime":"2022-10-04 21:40","market":"us","language":"en","title":"Hot Chinese ADRs Flew Higher in Morning Trading, With iQiyi Rising Over 6% and Bilibili Rising Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129860697","media":"Tiger Newspress","summary":"Hot Chinese ADRs flew higher in morning trading, with iQiyi Inc. rising over 6% and Bilibili Inc. ri","content":"<html><head></head><body><p>Hot Chinese ADRs flew higher in morning trading, with <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> rising over 6% and <a href=\"https://laohu8.com/S/BILI\">Bilibili Inc.</a> rising over 4%.<img src=\"https://static.tigerbbs.com/e63cf8ba53a871b55059a412653bfe98\" tg-width=\"266\" tg-height=\"452\" width=\"100%\" height=\"auto\"/></p></body></html>","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>Hot Chinese ADRs Flew Higher in Morning Trading, With iQiyi Rising Over 6% and Bilibili Rising Over 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nHot Chinese ADRs Flew Higher in Morning Trading, With iQiyi Rising Over 6% and Bilibili Rising Over 4%\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\">2022-10-04 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs flew higher in morning trading, with <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> rising over 6% and <a href=\"https://laohu8.com/S/BILI\">Bilibili Inc.</a> rising over 4%.<img src=\"https://static.tigerbbs.com/e63cf8ba53a871b55059a412653bfe98\" tg-width=\"266\" tg-height=\"452\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IQ":"爱奇艺","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129860697","content_text":"Hot Chinese ADRs flew higher in morning trading, with iQiyi Inc. rising over 6% and Bilibili Inc. rising over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":356747440,"gmtCreate":1616821018980,"gmtModify":1631888727195,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Wonder if Toyota and Honda can come into this market more easily since they have experience making cars&nbsp;","listText":"Wonder if Toyota and Honda can come into this market more easily since they have experience making cars&nbsp;","text":"Wonder if Toyota and Honda can come into this market more easily since they have experience making cars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/356747440","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601651539,"gmtCreate":1638525429484,"gmtModify":1638525429686,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Zoom will launch new products n features","listText":"Zoom will launch new products n features","text":"Zoom will launch new products n features","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601651539","repostId":"1109174326","repostType":2,"repost":{"id":"1109174326","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":1638524729,"share":"https://www.laohu8.com/m/news/1109174326?lang=&edition=full","pubTime":"2021-12-03 17:45","market":"us","language":"en","title":"Zoom stock slid more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1109174326","media":"Tiger Newspress","summary":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheape","content":"<p>Zoom stock slid another 2% in premarket trading&nbsp;after&nbsp;falling&nbsp;3%&nbsp;yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft&nbsp;has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a&nbsp;release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</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>Zoom stock slid more than 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom stock slid more than 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom stock slid another 2% in premarket trading&nbsp;after&nbsp;falling&nbsp;3%&nbsp;yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft&nbsp;has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a&nbsp;release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109174326","content_text":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.\nMicrosoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.\nThe new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.\nMicrosoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878759569,"gmtCreate":1637236887985,"gmtModify":1637236909876,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878759569","repostId":"1133708327","repostType":2,"repost":{"id":"1133708327","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":1637234916,"share":"https://www.laohu8.com/m/news/1133708327?lang=&edition=full","pubTime":"2021-11-18 19:28","market":"us","language":"en","title":"Alibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1133708327","media":"Tiger Newspress","summary":"Alibaba slid nearly 3% in premarket trading after posting its financial report.The company today ann","content":"<p>Alibaba slid nearly 3% in premarket trading after posting its financial report.<img src=\"https://static.tigerbbs.com/bb8e39181e945f890528b0e2f1c00b82\" tg-width=\"777\" tg-height=\"569\" referrerpolicy=\"no-referrer\">The&nbsp;company&nbsp;today announced its financial results for the quarter ended September 30, 2021.</p>\n<p>“This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,”&nbsp;said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group.&nbsp;“Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”</p>\n<p>“We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended September 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li>\n <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li>\n <li><b>Income</b>&nbsp;<b>from operations</b>&nbsp;was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li>\n <li><b>Net cash provided by operating activities</b>&nbsp;was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li>\n</ul>\n<p>Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p>\n<p><b>Guidance</b></p>\n<p>The&nbsp;company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations</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 slid nearly 3% in premarket trading as it missed quarterly revenue expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-18 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba slid nearly 3% in premarket trading after posting its financial report.<img src=\"https://static.tigerbbs.com/bb8e39181e945f890528b0e2f1c00b82\" tg-width=\"777\" tg-height=\"569\" referrerpolicy=\"no-referrer\">The&nbsp;company&nbsp;today announced its financial results for the quarter ended September 30, 2021.</p>\n<p>“This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,”&nbsp;said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group.&nbsp;“Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”</p>\n<p>“We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended September 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li>\n <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li>\n <li><b>Income</b>&nbsp;<b>from operations</b>&nbsp;was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li>\n <li><b>Net cash provided by operating activities</b>&nbsp;was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li>\n</ul>\n<p>Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p>\n<p><b>Guidance</b></p>\n<p>The&nbsp;company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133708327","content_text":"Alibaba slid nearly 3% in premarket trading after posting its financial report.The company today announced its financial results for the quarter ended September 30, 2021.\n“This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”\n“We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”\nBUSINESS HIGHLIGHTS\nIn the quarter ended September 30, 2021:\n\nRevenue was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.\nAnnual active consumers(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.\nIncome from operations was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.Adjusted EBITDA, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).Adjusted EBITA, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.\nNet income attributable to ordinary shareholders was RMB5,367 million (US$833 million)andnet incomewas RMB3,377 million (US$524 million).Non-GAAP net incomewas RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.\nDiluted earnings per ADS was RMB1.97 (US$0.31) anddiluted earnings per sharewas RMB0.25 (US$0.04 or HK$0.30).Non-GAAP diluted earnings per ADSwas RMB11.20 (US$1.74), a decrease of 38% year-over-year andnon-GAAP diluted earnings per sharewas RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.\nNet cash provided by operating activities was RMB35,830 million (US$5,561 million).Non-GAAP free cash flowwas RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.\n\nReconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.\nGuidance\nThe company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815189494,"gmtCreate":1630655971418,"gmtModify":1631891377469,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Good luck&nbsp;","listText":"Good luck&nbsp;","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/815189494","repostId":"1125740533","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":844498379,"gmtCreate":1636449352205,"gmtModify":1636449352750,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844498379","repostId":"1174206210","repostType":2,"repost":{"id":"1174206210","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":1636449009,"share":"https://www.laohu8.com/m/news/1174206210?lang=&edition=full","pubTime":"2021-11-09 17:10","market":"us","language":"en","title":"PayPal shares fell more than 4% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1174206210","media":"Tiger Newspress","summary":"PayPal shares fell more than 4% in premarket trading.PayPal now expects revenue to climb just 18% to","content":"<p>PayPal&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e16c4e872853229cb8799691d439b725\" tg-width=\"884\" tg-height=\"589\" width=\"100%\" height=\"auto\">PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.</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>PayPal shares fell more than 4% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal shares fell more than 4% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-09 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>PayPal&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e16c4e872853229cb8799691d439b725\" tg-width=\"884\" tg-height=\"589\" width=\"100%\" height=\"auto\">PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174206210","content_text":"PayPal shares fell more than 4% in premarket trading.PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155094821,"gmtCreate":1625362453163,"gmtModify":1631893846696,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Depends on how countries deal with covid n the restrictions they impose","listText":"Depends on how countries deal with covid n the restrictions they impose","text":"Depends on how countries deal with covid n the restrictions they impose","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155094821","repostId":"1130764181","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137272185,"gmtCreate":1622356429547,"gmtModify":1631883959731,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Can look at Zoom","listText":"Can look at Zoom","text":"Can look at Zoom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137272185","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191737955,"gmtCreate":1620906643777,"gmtModify":1634195406973,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"It's ok as long as Jack Ma is ok","listText":"It's ok as long as Jack Ma is ok","text":"It's ok as long as Jack Ma is ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/191737955","repostId":"1179179054","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":864291699,"gmtCreate":1633102362441,"gmtModify":1633102363016,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864291699","repostId":"2172963191","repostType":4,"repost":{"id":"2172963191","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1633101300,"share":"https://www.laohu8.com/m/news/2172963191?lang=&edition=full","pubTime":"2021-10-01 23:15","market":"us","language":"en","title":"The biggest risk facing investors this earnings season is lurking just beneath the surface","url":"https://stock-news.laohu8.com/highlight/detail?id=2172963191","media":"Dow Jones","summary":"MW The biggest risk facing investors this earnings season is lurking just beneath the surface\nCiara ","content":"<p>MW The biggest risk facing investors this earnings season is lurking just beneath the surface</p>\n<p>Ciara Linnane and Tomi Kilgore</p>\n<p>An analysis of the financial strength of <a href=\"https://laohu8.com/S/AONE.U\">one</a> economically sensitive sector -- travel and leisure -- indicates things are not nearly as good as they might seem</p>\n<p>The third-quarter earnings season that's currently winding down has seen S&amp;P 500 companies generate overall per-share earnings growth of more than 27% and sales growth of more than 15%, numbers that suggest a robust recovery from 2020's pandemic lows.</p>\n<p>But the high growth rates, coming off what was for many companies a very low base, are masking underlying problems that do not bode well for the future. An analysis of the underlying strength of companies in one economically sensitive sector -- that of travel and leisure -- highlights the trend.</p>\n<p>That sector, which borrowed heavily to survive during the worst of the pandemic, was expected to enjoy a steep increase in demand for flights and hotel rooms in the summer after the vaccine program kicked off in the spring. But that expectation was dashed by the highly transmissible delta variant of the coronavirus that has pushed cases, hospitalizations and deaths back to levels seen in winter and discouraged people from leaving home.</p>\n<p>\"The largest travel and leisure public companies are still on a knife's edge,\" said James Gellert, CEO of RapidRatings, a company that assesses the finances of private and public companies.</p>\n<p>\"For these companies, much of the pain has lasted over a year now, driven largely by empty properties, unsold tickets, continued confusion around lockdowns and quarantine policies, and an optimism that has yet to fully meet reality.\"</p>\n<p>It's not just the travel sector that is feeling the pain. Many industries are struggling with inflationary pressures, supply-chain hassles, border closures and quarantine measures, including automotive and retail, both of which saw big changes in cash to current liabilities from 2019 to the end of 2020.</p>\n<p>\"People need to monitor all industries, and companies within them, carefully to observe whether the 'new' liquidity gained over the past 4-5 quarters can sustain companies or just prop them up for a while longer,\" said Gellert.</p>\n<p>See now:Hopes for a business-travel boost are dwindling for U.S. airlines as September bump fails to materialize</p>\n<p>Deep dive</p>\n<p>RapidRatings analyzes a company's financials and assigns it a financial-health rating, or FHR, and core health score, or CHS. The former is a measure of short-term probability of default and the latter evaluates efficiencies in a business over a two- to three-year perspective.</p>\n<p>Both produce a number on a scale of 1 to 100, which is grouped in categories based on risk, as a means to help a potential business partner, vendor or counterparty determine how a company will perform over time. Only financial data is analyzed, and not share price or other market data that would include investor sentiment.</p>\n<p>As the chart below illustrates, a sample of companies in the travel and leisure sector had mostly strong FHRs at the end of 2019, before the advent of the pandemic. Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> led the pack with an FHR of 91, but that has fallen sharply to 48 at the end of the second quarter, placing it in RapidRatings' \"medium-risk\" category.</p>\n<p>Similarly, Delta Air Lines Inc.'s <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> FHR has tumbled from 87 at the end of 2019 to 25 at the end of the second quarter, putting it firmly in the \"high-risk \"category. Online travel site <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc. (BKNG) FHR has fallen to 53 from 86. Las Vegas Sands Corp. <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> has fallen to 24 at the end of the second quarter from 86 at the end of 2019.</p>\n<p>Core health scores have fared no better. Southwest's has fallen to 18 from 84, putting in the \"very poor\" category; Delta's from 86 to 23, the \"poor\" category; Booking's from 81 to 31; and Las Vegas Sands to 20 from 83, all low scores that imply high risk over the medium to long term. Only Marriott International Inc. <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a> has been spared a poor core health score, falling to 53 from 78 at the end of 2019, to remain in RadidRatings' \"medium\" category.</p>\n<p>\"While the holiday season might give many of these companies a revenue boost, the hangover will be even more unpleasant come next year if the raw fundamentals don't show signs of improvement beyond the next quarter,\" said Gellert.</p>\n<p>Cash is king</p>\n<p>The deteriorating numbers come after companies both public and private were forced to borrow more, extend maturities and do whatever was needed to gain short-term liquidity at the height of lockdowns and restrictions on movement in 2020.</p>\n<p>The airline sector, hammered when travel ground to a halt last spring, begged for a government bailout to boost liquidity, which came with onerous terms. Some airlines issued bonds backed by their own loyalty programs as grounded flights caused them to burn through cash.</p>\n<p>The cruise sector was further hampered, when the Centers for Disease Control and Prevention mandated shutdowns for more than a year, and as companies fought with the state of Florida over their policies to require COVID-19 vaccinations for crew and passengers.</p>\n<p>Carnival Corp. <a href=\"https://laohu8.com/S/CCL.AU\">$(CCL.AU)$</a>, which had the lowest FHR score among the sample companies, has said that, by the end of 2021, nearly 22 months after the COVID-19 breakout was declared a pandemic, its goal was to have 65% of its global cruise capacity back on line.</p>\n<p>At Booking.com, survival meant a host of actions from raising $4.1 billion in fresh debt, negotiating amendments to its revolving credit facility, restructuring activities, participating in government aid programs including wage support programs, suspending share buybacks and nonessential travel, reducing marketing spending and selling investments, according to its 2020 annual report, published in February.</p>\n<p>\"Cheap and easy access to capital provided an incredible Band-Aid to companies strong and weak,\" said Gellert. \"The big question is whether these companies can improve from pandemic trauma with this cash or whether it will run out prior to their return to health and when they need to pay the piper for the increased borrowing and future debt maturities that they may, or may not, be able to satisfy.\"</p>\n<p>Forgetting fundamentals</p>\n<p>One factor that is making a difference is how much cash companies raised in 2020 that is now helping to see them through the current hardship. For example, Delta and Carnival raised cash even as they added leverage, and that's now giving them more resilience than Las Vegas Sands.</p>\n<p>All three have suffered steep declines in revenue, decreasing profitability, or a swing to losses, and higher leverage. But Las Vegas Sands saw the biggest drop in FHR \"in part because, contrasted with the others, the increase in debt was not accompanied by the resilience created from more liquidity. The other two have bought time with their cash,\" said Gellert.</p>\n<p>For investors, the market performance of many travel-related stocks looks highly disconnected from the RapidRatings data. Many have more than doubled from their pandemic lows, even as fundamentals show the companies are struggling.</p>\n<p>Delta shares, for example, have rocketed about 125% off their closing low of $19.19 on May 15, 2020. Deutsche Bank analyst Michael Linenberg recently launched a \"catalyst call buy\" on the stock in anticipation of increased travel demand, saying Delta was one of the \"highest-quality names in the sector.\"</p>\n<p>See also: More than a quarter of Nasdaq-100 stocks are in bear markets, and Wall Street sees a buying opportunity</p>\n<p>So far, investor confidence seems to be based on what people believe will happen, rather than what the realities of the air carrier's quarterly results and balance sheet have shown.</p>\n<p>Delta reported a return to net profitability in the second quarter. Its net earnings of $652 million represented the first profit since the pre-pandemic fourth quarter of 2019. But that profit resulted from the inclusion of $1.5 billion in benefits related to government payroll support programs; excluding that benefit, Delta recorded an adjusted net loss of $678 million.</p>\n<p>The total adjusted net loss for the first half of 2021 was $2.94 billion, not much better than the $3.14 billion loss suffered in the first half of 2020, while payments on debt and finance lease obligations during those periods have swelled more than 80% to $3.1 billion.</p>\n<p>And yet the stock has more than doubled, even though the ratio of debt to assets has soared to the highest levels seen since before Delta last emerged from bankruptcy in April 2007.</p>\n<p>As the chart above shows, the stock price and the debt-to-asset ratio tend to move in opposite directions.</p>\n<p>-Ciara Linnane</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>October 01, 2021 11:15 ET (15:15 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe biggest risk facing investors this earnings season is lurking just beneath the surface\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-01 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW The biggest risk facing investors this earnings season is lurking just beneath the surface</p>\n<p>Ciara Linnane and Tomi Kilgore</p>\n<p>An analysis of the financial strength of <a href=\"https://laohu8.com/S/AONE.U\">one</a> economically sensitive sector -- travel and leisure -- indicates things are not nearly as good as they might seem</p>\n<p>The third-quarter earnings season that's currently winding down has seen S&amp;P 500 companies generate overall per-share earnings growth of more than 27% and sales growth of more than 15%, numbers that suggest a robust recovery from 2020's pandemic lows.</p>\n<p>But the high growth rates, coming off what was for many companies a very low base, are masking underlying problems that do not bode well for the future. An analysis of the underlying strength of companies in one economically sensitive sector -- that of travel and leisure -- highlights the trend.</p>\n<p>That sector, which borrowed heavily to survive during the worst of the pandemic, was expected to enjoy a steep increase in demand for flights and hotel rooms in the summer after the vaccine program kicked off in the spring. But that expectation was dashed by the highly transmissible delta variant of the coronavirus that has pushed cases, hospitalizations and deaths back to levels seen in winter and discouraged people from leaving home.</p>\n<p>\"The largest travel and leisure public companies are still on a knife's edge,\" said James Gellert, CEO of RapidRatings, a company that assesses the finances of private and public companies.</p>\n<p>\"For these companies, much of the pain has lasted over a year now, driven largely by empty properties, unsold tickets, continued confusion around lockdowns and quarantine policies, and an optimism that has yet to fully meet reality.\"</p>\n<p>It's not just the travel sector that is feeling the pain. Many industries are struggling with inflationary pressures, supply-chain hassles, border closures and quarantine measures, including automotive and retail, both of which saw big changes in cash to current liabilities from 2019 to the end of 2020.</p>\n<p>\"People need to monitor all industries, and companies within them, carefully to observe whether the 'new' liquidity gained over the past 4-5 quarters can sustain companies or just prop them up for a while longer,\" said Gellert.</p>\n<p>See now:Hopes for a business-travel boost are dwindling for U.S. airlines as September bump fails to materialize</p>\n<p>Deep dive</p>\n<p>RapidRatings analyzes a company's financials and assigns it a financial-health rating, or FHR, and core health score, or CHS. The former is a measure of short-term probability of default and the latter evaluates efficiencies in a business over a two- to three-year perspective.</p>\n<p>Both produce a number on a scale of 1 to 100, which is grouped in categories based on risk, as a means to help a potential business partner, vendor or counterparty determine how a company will perform over time. Only financial data is analyzed, and not share price or other market data that would include investor sentiment.</p>\n<p>As the chart below illustrates, a sample of companies in the travel and leisure sector had mostly strong FHRs at the end of 2019, before the advent of the pandemic. Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> led the pack with an FHR of 91, but that has fallen sharply to 48 at the end of the second quarter, placing it in RapidRatings' \"medium-risk\" category.</p>\n<p>Similarly, Delta Air Lines Inc.'s <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> FHR has tumbled from 87 at the end of 2019 to 25 at the end of the second quarter, putting it firmly in the \"high-risk \"category. Online travel site <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc. (BKNG) FHR has fallen to 53 from 86. Las Vegas Sands Corp. <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> has fallen to 24 at the end of the second quarter from 86 at the end of 2019.</p>\n<p>Core health scores have fared no better. Southwest's has fallen to 18 from 84, putting in the \"very poor\" category; Delta's from 86 to 23, the \"poor\" category; Booking's from 81 to 31; and Las Vegas Sands to 20 from 83, all low scores that imply high risk over the medium to long term. Only Marriott International Inc. <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a> has been spared a poor core health score, falling to 53 from 78 at the end of 2019, to remain in RadidRatings' \"medium\" category.</p>\n<p>\"While the holiday season might give many of these companies a revenue boost, the hangover will be even more unpleasant come next year if the raw fundamentals don't show signs of improvement beyond the next quarter,\" said Gellert.</p>\n<p>Cash is king</p>\n<p>The deteriorating numbers come after companies both public and private were forced to borrow more, extend maturities and do whatever was needed to gain short-term liquidity at the height of lockdowns and restrictions on movement in 2020.</p>\n<p>The airline sector, hammered when travel ground to a halt last spring, begged for a government bailout to boost liquidity, which came with onerous terms. Some airlines issued bonds backed by their own loyalty programs as grounded flights caused them to burn through cash.</p>\n<p>The cruise sector was further hampered, when the Centers for Disease Control and Prevention mandated shutdowns for more than a year, and as companies fought with the state of Florida over their policies to require COVID-19 vaccinations for crew and passengers.</p>\n<p>Carnival Corp. <a href=\"https://laohu8.com/S/CCL.AU\">$(CCL.AU)$</a>, which had the lowest FHR score among the sample companies, has said that, by the end of 2021, nearly 22 months after the COVID-19 breakout was declared a pandemic, its goal was to have 65% of its global cruise capacity back on line.</p>\n<p>At Booking.com, survival meant a host of actions from raising $4.1 billion in fresh debt, negotiating amendments to its revolving credit facility, restructuring activities, participating in government aid programs including wage support programs, suspending share buybacks and nonessential travel, reducing marketing spending and selling investments, according to its 2020 annual report, published in February.</p>\n<p>\"Cheap and easy access to capital provided an incredible Band-Aid to companies strong and weak,\" said Gellert. \"The big question is whether these companies can improve from pandemic trauma with this cash or whether it will run out prior to their return to health and when they need to pay the piper for the increased borrowing and future debt maturities that they may, or may not, be able to satisfy.\"</p>\n<p>Forgetting fundamentals</p>\n<p>One factor that is making a difference is how much cash companies raised in 2020 that is now helping to see them through the current hardship. For example, Delta and Carnival raised cash even as they added leverage, and that's now giving them more resilience than Las Vegas Sands.</p>\n<p>All three have suffered steep declines in revenue, decreasing profitability, or a swing to losses, and higher leverage. But Las Vegas Sands saw the biggest drop in FHR \"in part because, contrasted with the others, the increase in debt was not accompanied by the resilience created from more liquidity. The other two have bought time with their cash,\" said Gellert.</p>\n<p>For investors, the market performance of many travel-related stocks looks highly disconnected from the RapidRatings data. Many have more than doubled from their pandemic lows, even as fundamentals show the companies are struggling.</p>\n<p>Delta shares, for example, have rocketed about 125% off their closing low of $19.19 on May 15, 2020. Deutsche Bank analyst Michael Linenberg recently launched a \"catalyst call buy\" on the stock in anticipation of increased travel demand, saying Delta was one of the \"highest-quality names in the sector.\"</p>\n<p>See also: More than a quarter of Nasdaq-100 stocks are in bear markets, and Wall Street sees a buying opportunity</p>\n<p>So far, investor confidence seems to be based on what people believe will happen, rather than what the realities of the air carrier's quarterly results and balance sheet have shown.</p>\n<p>Delta reported a return to net profitability in the second quarter. Its net earnings of $652 million represented the first profit since the pre-pandemic fourth quarter of 2019. But that profit resulted from the inclusion of $1.5 billion in benefits related to government payroll support programs; excluding that benefit, Delta recorded an adjusted net loss of $678 million.</p>\n<p>The total adjusted net loss for the first half of 2021 was $2.94 billion, not much better than the $3.14 billion loss suffered in the first half of 2020, while payments on debt and finance lease obligations during those periods have swelled more than 80% to $3.1 billion.</p>\n<p>And yet the stock has more than doubled, even though the ratio of debt to assets has soared to the highest levels seen since before Delta last emerged from bankruptcy in April 2007.</p>\n<p>As the chart above shows, the stock price and the debt-to-asset ratio tend to move in opposite directions.</p>\n<p>-Ciara Linnane</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>October 01, 2021 11:15 ET (15:15 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKNG":"Booking Holdings","LVS":"金沙集团","CCL":"嘉年华邮轮","DAL":"达美航空","LUV":"西南航空","CUK":"嘉年华存托凭证","MAR":"万豪酒店"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172963191","content_text":"MW The biggest risk facing investors this earnings season is lurking just beneath the surface\nCiara Linnane and Tomi Kilgore\nAn analysis of the financial strength of one economically sensitive sector -- travel and leisure -- indicates things are not nearly as good as they might seem\nThe third-quarter earnings season that's currently winding down has seen S&P 500 companies generate overall per-share earnings growth of more than 27% and sales growth of more than 15%, numbers that suggest a robust recovery from 2020's pandemic lows.\nBut the high growth rates, coming off what was for many companies a very low base, are masking underlying problems that do not bode well for the future. An analysis of the underlying strength of companies in one economically sensitive sector -- that of travel and leisure -- highlights the trend.\nThat sector, which borrowed heavily to survive during the worst of the pandemic, was expected to enjoy a steep increase in demand for flights and hotel rooms in the summer after the vaccine program kicked off in the spring. But that expectation was dashed by the highly transmissible delta variant of the coronavirus that has pushed cases, hospitalizations and deaths back to levels seen in winter and discouraged people from leaving home.\n\"The largest travel and leisure public companies are still on a knife's edge,\" said James Gellert, CEO of RapidRatings, a company that assesses the finances of private and public companies.\n\"For these companies, much of the pain has lasted over a year now, driven largely by empty properties, unsold tickets, continued confusion around lockdowns and quarantine policies, and an optimism that has yet to fully meet reality.\"\nIt's not just the travel sector that is feeling the pain. Many industries are struggling with inflationary pressures, supply-chain hassles, border closures and quarantine measures, including automotive and retail, both of which saw big changes in cash to current liabilities from 2019 to the end of 2020.\n\"People need to monitor all industries, and companies within them, carefully to observe whether the 'new' liquidity gained over the past 4-5 quarters can sustain companies or just prop them up for a while longer,\" said Gellert.\nSee now:Hopes for a business-travel boost are dwindling for U.S. airlines as September bump fails to materialize\nDeep dive\nRapidRatings analyzes a company's financials and assigns it a financial-health rating, or FHR, and core health score, or CHS. The former is a measure of short-term probability of default and the latter evaluates efficiencies in a business over a two- to three-year perspective.\nBoth produce a number on a scale of 1 to 100, which is grouped in categories based on risk, as a means to help a potential business partner, vendor or counterparty determine how a company will perform over time. Only financial data is analyzed, and not share price or other market data that would include investor sentiment.\nAs the chart below illustrates, a sample of companies in the travel and leisure sector had mostly strong FHRs at the end of 2019, before the advent of the pandemic. Southwest Airlines Co. $(LUV)$ led the pack with an FHR of 91, but that has fallen sharply to 48 at the end of the second quarter, placing it in RapidRatings' \"medium-risk\" category.\nSimilarly, Delta Air Lines Inc.'s $(DAL)$ FHR has tumbled from 87 at the end of 2019 to 25 at the end of the second quarter, putting it firmly in the \"high-risk \"category. Online travel site Booking Holdings Inc. (BKNG) FHR has fallen to 53 from 86. Las Vegas Sands Corp. $(LVS)$ has fallen to 24 at the end of the second quarter from 86 at the end of 2019.\nCore health scores have fared no better. Southwest's has fallen to 18 from 84, putting in the \"very poor\" category; Delta's from 86 to 23, the \"poor\" category; Booking's from 81 to 31; and Las Vegas Sands to 20 from 83, all low scores that imply high risk over the medium to long term. Only Marriott International Inc. $(MAR.AU)$ has been spared a poor core health score, falling to 53 from 78 at the end of 2019, to remain in RadidRatings' \"medium\" category.\n\"While the holiday season might give many of these companies a revenue boost, the hangover will be even more unpleasant come next year if the raw fundamentals don't show signs of improvement beyond the next quarter,\" said Gellert.\nCash is king\nThe deteriorating numbers come after companies both public and private were forced to borrow more, extend maturities and do whatever was needed to gain short-term liquidity at the height of lockdowns and restrictions on movement in 2020.\nThe airline sector, hammered when travel ground to a halt last spring, begged for a government bailout to boost liquidity, which came with onerous terms. Some airlines issued bonds backed by their own loyalty programs as grounded flights caused them to burn through cash.\nThe cruise sector was further hampered, when the Centers for Disease Control and Prevention mandated shutdowns for more than a year, and as companies fought with the state of Florida over their policies to require COVID-19 vaccinations for crew and passengers.\nCarnival Corp. $(CCL.AU)$, which had the lowest FHR score among the sample companies, has said that, by the end of 2021, nearly 22 months after the COVID-19 breakout was declared a pandemic, its goal was to have 65% of its global cruise capacity back on line.\nAt Booking.com, survival meant a host of actions from raising $4.1 billion in fresh debt, negotiating amendments to its revolving credit facility, restructuring activities, participating in government aid programs including wage support programs, suspending share buybacks and nonessential travel, reducing marketing spending and selling investments, according to its 2020 annual report, published in February.\n\"Cheap and easy access to capital provided an incredible Band-Aid to companies strong and weak,\" said Gellert. \"The big question is whether these companies can improve from pandemic trauma with this cash or whether it will run out prior to their return to health and when they need to pay the piper for the increased borrowing and future debt maturities that they may, or may not, be able to satisfy.\"\nForgetting fundamentals\nOne factor that is making a difference is how much cash companies raised in 2020 that is now helping to see them through the current hardship. For example, Delta and Carnival raised cash even as they added leverage, and that's now giving them more resilience than Las Vegas Sands.\nAll three have suffered steep declines in revenue, decreasing profitability, or a swing to losses, and higher leverage. But Las Vegas Sands saw the biggest drop in FHR \"in part because, contrasted with the others, the increase in debt was not accompanied by the resilience created from more liquidity. The other two have bought time with their cash,\" said Gellert.\nFor investors, the market performance of many travel-related stocks looks highly disconnected from the RapidRatings data. Many have more than doubled from their pandemic lows, even as fundamentals show the companies are struggling.\nDelta shares, for example, have rocketed about 125% off their closing low of $19.19 on May 15, 2020. Deutsche Bank analyst Michael Linenberg recently launched a \"catalyst call buy\" on the stock in anticipation of increased travel demand, saying Delta was one of the \"highest-quality names in the sector.\"\nSee also: More than a quarter of Nasdaq-100 stocks are in bear markets, and Wall Street sees a buying opportunity\nSo far, investor confidence seems to be based on what people believe will happen, rather than what the realities of the air carrier's quarterly results and balance sheet have shown.\nDelta reported a return to net profitability in the second quarter. Its net earnings of $652 million represented the first profit since the pre-pandemic fourth quarter of 2019. But that profit resulted from the inclusion of $1.5 billion in benefits related to government payroll support programs; excluding that benefit, Delta recorded an adjusted net loss of $678 million.\nThe total adjusted net loss for the first half of 2021 was $2.94 billion, not much better than the $3.14 billion loss suffered in the first half of 2020, while payments on debt and finance lease obligations during those periods have swelled more than 80% to $3.1 billion.\nAnd yet the stock has more than doubled, even though the ratio of debt to assets has soared to the highest levels seen since before Delta last emerged from bankruptcy in April 2007.\nAs the chart above shows, the stock price and the debt-to-asset ratio tend to move in opposite directions.\n-Ciara Linnane\n$(END)$ Dow Jones Newswires\nOctober 01, 2021 11:15 ET (15:15 GMT)\nCopyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379945914,"gmtCreate":1618663212838,"gmtModify":1634291495285,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Hard to say&nbsp;","listText":"Hard to say&nbsp;","text":"Hard to say","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/379945914","repostId":"1179330583","repostType":4,"repost":{"id":"1179330583","pubTimestamp":1618588042,"share":"https://www.laohu8.com/m/news/1179330583?lang=&edition=full","pubTime":"2021-04-16 23:47","market":"us","language":"en","title":"Airbnb CEO says company is going to need millions more hosts to meet surging demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1179330583","media":"cnbc","summary":"KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up","content":"<div>\n<p>KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.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>Airbnb CEO says company is going to need millions more hosts to meet surging demand</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\">\nAirbnb CEO says company is going to need millions more hosts to meet surging demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.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"},"source_url":"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179330583","content_text":"KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need millions more hosts,\" Chesky said in an interview that aired Friday on \"TechCheck.\"\nCurrently, the home-sharing platform has 4 million hosts.\n\nAirbnbis going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need millions more hosts,\" Chesky said in an interview that aired Friday on CNBC's \"TechCheck.\" Currently, the home-sharing platform has 4 million hosts.\n“I think that we probably will have a high cost problem where there will probably be more guests coming to Airbnb than we’ll have hosts for because what we think is we think there’s going to be a travel rebound coming that’s unlike anything we’ve ever seen,” Chesky added. “We are working our hardest to get more hosts on the platform.”\nThe travel industry is seeing an uptick in business as more Americans get vaccinated and state restrictions ease. But for Airbnb, which relies on people to open their homes to guests, the company will need to ramp up its number of hosts instead of building out more real estate or adding flights to meet demand.\nIt’s a similar problem faced by other companies in the gig economy likeUber, which recently announced a$250 million stimulusin an effort to bring more drivers to its platform.\n“As vaccination rates increase in the United States, we are observing that consumer demand for Mobility is recovering faster than driver availability, and consumer demand for Delivery continues to exceed courier availability,”Uber saidin a filing with the Securities and Exchange Commission.\nChesky said Airbnb isn’t likely to offer “a lot of incentives” to bring new hosts on board since there’s already a huge amount of demand for service.\n“I think that all we have to do is just continue to tell our story of Airbnb, and the benefits of hosting. And we are seeing a lot of interest,” he said.\nAs part of that, Chesky said the company has done things like launch its “made possible by hosts” ad campaign. The company rolled out a number of advertisements using photographs from Airbnb guests staying in homes around the world, in an effort to create a sense of nostalgia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350776086,"gmtCreate":1616295351245,"gmtModify":1634526461525,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350776086","repostId":"1106180509","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":842682754,"gmtCreate":1636170467910,"gmtModify":1636170468356,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Hope it works","listText":"Hope it works","text":"Hope it works","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842682754","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191910883,"gmtCreate":1620832603042,"gmtModify":1634195965877,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/191910883","repostId":"1196961143","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356176015,"gmtCreate":1616766894937,"gmtModify":1634524109434,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Nokia is cool","listText":"Nokia is cool","text":"Nokia is cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356176015","repostId":"1109499191","repostType":4,"repost":{"id":"1109499191","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":1616766726,"share":"https://www.laohu8.com/m/news/1109499191?lang=&edition=full","pubTime":"2021-03-26 21:52","market":"us","language":"en","title":"Some “meme” stocks are flying again.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109499191","media":"Tiger Newspress","summary":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop ","content":"<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some “meme” stocks are flying again. </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\">\nSome “meme” stocks are flying again. \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-26 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","NKLA":"Nikola Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109499191","content_text":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola is up 4% and AMC is up 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606056738,"gmtCreate":1638802790011,"gmtModify":1638802790408,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606056738","repostId":"1151061798","repostType":2,"repost":{"id":"1151061798","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":1638802296,"share":"https://www.laohu8.com/m/news/1151061798?lang=&edition=full","pubTime":"2021-12-06 22:51","market":"us","language":"en","title":"Alibaba stock jumped 7% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151061798","media":"Tiger Newspress","summary":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and nam","content":"<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p>\n<p><img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p>\n<p>It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p>\n<p>The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p>\n<p>It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p>\n<p>The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p>\n<p>Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p>\n<p>Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</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>Alibaba stock jumped 7% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba stock jumped 7% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-06 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p>\n<p><img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p>\n<p>It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p>\n<p>The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p>\n<p>It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p>\n<p>The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p>\n<p>Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p>\n<p>Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151061798","content_text":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and named new CFO.\n\nAlibaba Group Holding Ltd said it will reorganise its international and domestic e-commerce businesses and replace its CFO.\nIt will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.\nThe international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.\nIt will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.\nThe China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.\nAlibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.\nHit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its forecast for annual revenue growth to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at their slowest rate ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109343045,"gmtCreate":1619667793887,"gmtModify":1634210859793,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Amazing&nbsp;","listText":"Amazing&nbsp;","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/109343045","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://www.laohu8.com/m/news/1137964402?lang=&edition=full","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</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>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks</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\">\nApple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks\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\">2021-04-29 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356757985,"gmtCreate":1616819668647,"gmtModify":1634523823908,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Wait for it to drop more","listText":"Wait for it to drop more","text":"Wait for it to drop more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356757985","repostId":"2122472374","repostType":4,"repost":{"id":"2122472374","pubTimestamp":1616770512,"share":"https://www.laohu8.com/m/news/2122472374?lang=&edition=full","pubTime":"2021-03-26 22:55","market":"us","language":"en","title":"AMD Stock Has Crashed 20%: Here's Why You Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2122472374","media":"Motley Fool","summary":"The high-flying chipmaker has been battered on the stock market this year, but it could soon turn around.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival <b>Intel</b>'s (NASDAQ:INTC) resurgence under new leadership.</p>\n<p>However, <a href=\"https://laohu8.com/S/AONE\">one</a> look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.</p>\n<p>Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fce0458082e183812db30c73121bac\" tg-width=\"720\" tg-height=\"387\"><span>AMD data by YCharts</span></p>\n<h2>AMD isn't going to fall behind Intel anytime soon</h2>\n<p>AMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.</p>\n<p>However, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.</p>\n<p>Intel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping&nbsp;its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.</p>\n<p>AMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1a80e2bc655d91abe37c8c8083b1ab\" tg-width=\"700\" tg-height=\"510\"><span>Image source: Getty Images.</span></p>\n<p>In fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more&nbsp;transistors closer to each other, leading to improved computing performance and lower power consumption.</p>\n<p>Therefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected&nbsp;to become TSMC's second-largest customer and enjoy stronger bargaining power.</p>\n<p>Additionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch&nbsp;of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by <i>AnandTech</i> indicate the same.</p>\n<p>More importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include&nbsp;<b>Amazon</b>, <b>Cisco</b>, <b>Dell Technologies</b>, <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, and <b>Tencent</b>. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.</p>\n<h2>Buy when others are fearful</h2>\n<p>AMD stock has become cheaper thanks to the recent pullback, trading&nbsp;at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7df9f57ab94b1797b8d6fa062e624a07\" tg-width=\"720\" tg-height=\"387\"><span>AMD EPS Estimates for Current Fiscal Year data by YCharts</span></p>\n<p>All of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Has Crashed 20%: Here's Why You Should 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\">\nAMD Stock Has Crashed 20%: Here's Why You Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122472374","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival Intel's (NASDAQ:INTC) resurgence under new leadership.\nHowever, one look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.\nLet's see why.\nAMD data by YCharts\nAMD isn't going to fall behind Intel anytime soon\nAMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.\nHowever, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.\nIntel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.\nAMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.\nImage source: Getty Images.\nIn fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more transistors closer to each other, leading to improved computing performance and lower power consumption.\nTherefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner Taiwan Semiconductor Manufacturing is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected to become TSMC's second-largest customer and enjoy stronger bargaining power.\nAdditionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by AnandTech indicate the same.\nMore importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include Amazon, Cisco, Dell Technologies, Alphabet's Google, Microsoft, Lenovo, and Tencent. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.\nBuy when others are fearful\nAMD stock has become cheaper thanks to the recent pullback, trading at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.\nAMD EPS Estimates for Current Fiscal Year data by YCharts\nAll of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353508657,"gmtCreate":1616506374379,"gmtModify":1634525479553,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Good time to buy a bit","listText":"Good time to buy a bit","text":"Good time to buy a bit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353508657","repostId":"1153771573","repostType":4,"repost":{"id":"1153771573","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":1616506331,"share":"https://www.laohu8.com/m/news/1153771573?lang=&edition=full","pubTime":"2021-03-23 21:32","market":"us","language":"en","title":"S&P 500 falls slightly as bull market turns one year old, Nasdaq is flat.","url":"https://stock-news.laohu8.com/highlight/detail?id=1153771573","media":"Tiger Newspress","summary":"U.S. stocks dipped on Tuesday, one year after the bull market from the pandemic lows began as invest","content":"<p>U.S. stocks dipped on Tuesday, one year after the bull market from the pandemic lows began as investors took some profits in shares that will benefit most from the reopening of the economy.</p><p>The S&amp;P 500 fell 0.2%, while the Dow Jones Industrial Average shed 104points. The tech-heavy Nasdaq Composite traded near the flatline.</p><p><img src=\"https://static.tigerbbs.com/50b999a4eca950348b4ba5e25dd57675\" tg-width=\"1075\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p>Shares of Carnival and Norwegian cruise lines fell more than 1% each. American Airlines and United Airlines fell about 2% apiece. Brick-and-mortar retailer Gap also fell slightly.</p><p>ViacomCBS, one of the top performers in the S&amp;P 500 since the pandemic lows, lost 3% after saying it would offer more stock for sale. The shares are up more than 700% since last March.</p><p>Tuesday marks the&nbsp;one-year anniversary of the market's bottom&nbsp;as the coronavirus pandemic sent stocks tumbling 30% at the fastest pace on record. Since the low on March 23, both the S&amp;P 500 and Dow have advanced more than 75%. The Nasdaq Composite is up more than 90%, while the Russell 2000 has surged 126%.</p><p>\"Things have come full circle now, as stocks have staged a furious rally, with new highs happening across the globe as the economy recovers at a record pace,\" noted Ryan Detrick, chief market strategist at LPL Financial.</p><p>\"This bull market is off to an amazing start, but it is important to remember it is still young. While a pick-up in volatility would be normal as this stage of a strong bull market, we think suitable investors may want to consider buying the dip. Vaccine distribution, fiscal and monetary stimulus, and a robust economic recovery all have our confidence high,\" he added.</p><p>On the pandemic front, a U.S. health agency expressed concern Tuesday that&nbsp;AstraZeneca&nbsp;may have included&nbsp;outdated information&nbsp;in trial results&nbsp;of its Covid-19 vaccine.</p><p>The U.S. is administering about 2.5 million Covid vaccine shots every day. However, the number of&nbsp;new cases is increasing in 21 states&nbsp;as highly infectious variants spread and governors relax restrictions on businesses.</p><p>The Dow finished Monday’s session 103 points higher, for a gain of 0.32%. The S&amp;P 500 broke a two-day losing streak and advanced 0.7%. The Nasdaq Composite was the relative outperformer, jumping 1.23% for its fifth positive session in six.</p><p>The gains came as the&nbsp;10-year Treasury&nbsp;yield retreated, after touching a 14-month high last week. The 10-year yield was falling again on Tuesday, but that failed to boost stock futures.</p><p>“While the rise in yields has created volatility, we don’t expect it to derail the equity rally,” noted Mark Haefele, chief investment officer at UBS Global Wealth Management. “We believe rising yields reflect growth optimism and expectations for higher inflation.”</p><p>On Tuesday Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen will make their first joint appearance before the U.S. House Committee on Financial Services. The discussion will center on the oversight of the Treasury’s and Federal Reserve’s pandemic response.</p><p>In prepared remarks published ahead of the hearing, Powell noted that the recovery is gaining steam, before adding there’s still a long way to go.</p><p>“The recovery has progressed more quickly than generally expected and looks to be strengthening. This is due in significant part to the unprecedented fiscal and monetary policy actions ... which provided essential support to households, businesses, and communities,”he said in the prepared comments.</p><p>“But the recovery is far from complete, so, at the Fed, we will continue to provide the economy the support that it needs for as long as it takes,” he added.</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>S&P 500 falls slightly as bull market turns one year old, Nasdaq is flat.</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\">\nS&P 500 falls slightly as bull market turns one year old, Nasdaq is flat.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-23 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks dipped on Tuesday, one year after the bull market from the pandemic lows began as investors took some profits in shares that will benefit most from the reopening of the economy.</p><p>The S&amp;P 500 fell 0.2%, while the Dow Jones Industrial Average shed 104points. The tech-heavy Nasdaq Composite traded near the flatline.</p><p><img src=\"https://static.tigerbbs.com/50b999a4eca950348b4ba5e25dd57675\" tg-width=\"1075\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p>Shares of Carnival and Norwegian cruise lines fell more than 1% each. American Airlines and United Airlines fell about 2% apiece. Brick-and-mortar retailer Gap also fell slightly.</p><p>ViacomCBS, one of the top performers in the S&amp;P 500 since the pandemic lows, lost 3% after saying it would offer more stock for sale. The shares are up more than 700% since last March.</p><p>Tuesday marks the&nbsp;one-year anniversary of the market's bottom&nbsp;as the coronavirus pandemic sent stocks tumbling 30% at the fastest pace on record. Since the low on March 23, both the S&amp;P 500 and Dow have advanced more than 75%. The Nasdaq Composite is up more than 90%, while the Russell 2000 has surged 126%.</p><p>\"Things have come full circle now, as stocks have staged a furious rally, with new highs happening across the globe as the economy recovers at a record pace,\" noted Ryan Detrick, chief market strategist at LPL Financial.</p><p>\"This bull market is off to an amazing start, but it is important to remember it is still young. While a pick-up in volatility would be normal as this stage of a strong bull market, we think suitable investors may want to consider buying the dip. Vaccine distribution, fiscal and monetary stimulus, and a robust economic recovery all have our confidence high,\" he added.</p><p>On the pandemic front, a U.S. health agency expressed concern Tuesday that&nbsp;AstraZeneca&nbsp;may have included&nbsp;outdated information&nbsp;in trial results&nbsp;of its Covid-19 vaccine.</p><p>The U.S. is administering about 2.5 million Covid vaccine shots every day. However, the number of&nbsp;new cases is increasing in 21 states&nbsp;as highly infectious variants spread and governors relax restrictions on businesses.</p><p>The Dow finished Monday’s session 103 points higher, for a gain of 0.32%. The S&amp;P 500 broke a two-day losing streak and advanced 0.7%. The Nasdaq Composite was the relative outperformer, jumping 1.23% for its fifth positive session in six.</p><p>The gains came as the&nbsp;10-year Treasury&nbsp;yield retreated, after touching a 14-month high last week. The 10-year yield was falling again on Tuesday, but that failed to boost stock futures.</p><p>“While the rise in yields has created volatility, we don’t expect it to derail the equity rally,” noted Mark Haefele, chief investment officer at UBS Global Wealth Management. “We believe rising yields reflect growth optimism and expectations for higher inflation.”</p><p>On Tuesday Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen will make their first joint appearance before the U.S. House Committee on Financial Services. The discussion will center on the oversight of the Treasury’s and Federal Reserve’s pandemic response.</p><p>In prepared remarks published ahead of the hearing, Powell noted that the recovery is gaining steam, before adding there’s still a long way to go.</p><p>“The recovery has progressed more quickly than generally expected and looks to be strengthening. This is due in significant part to the unprecedented fiscal and monetary policy actions ... which provided essential support to households, businesses, and communities,”he said in the prepared comments.</p><p>“But the recovery is far from complete, so, at the Fed, we will continue to provide the economy the support that it needs for as long as it takes,” he added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153771573","content_text":"U.S. stocks dipped on Tuesday, one year after the bull market from the pandemic lows began as investors took some profits in shares that will benefit most from the reopening of the economy.The S&P 500 fell 0.2%, while the Dow Jones Industrial Average shed 104points. The tech-heavy Nasdaq Composite traded near the flatline.Shares of Carnival and Norwegian cruise lines fell more than 1% each. American Airlines and United Airlines fell about 2% apiece. Brick-and-mortar retailer Gap also fell slightly.ViacomCBS, one of the top performers in the S&P 500 since the pandemic lows, lost 3% after saying it would offer more stock for sale. The shares are up more than 700% since last March.Tuesday marks the one-year anniversary of the market's bottom as the coronavirus pandemic sent stocks tumbling 30% at the fastest pace on record. Since the low on March 23, both the S&P 500 and Dow have advanced more than 75%. The Nasdaq Composite is up more than 90%, while the Russell 2000 has surged 126%.\"Things have come full circle now, as stocks have staged a furious rally, with new highs happening across the globe as the economy recovers at a record pace,\" noted Ryan Detrick, chief market strategist at LPL Financial.\"This bull market is off to an amazing start, but it is important to remember it is still young. While a pick-up in volatility would be normal as this stage of a strong bull market, we think suitable investors may want to consider buying the dip. Vaccine distribution, fiscal and monetary stimulus, and a robust economic recovery all have our confidence high,\" he added.On the pandemic front, a U.S. health agency expressed concern Tuesday that AstraZeneca may have included outdated information in trial results of its Covid-19 vaccine.The U.S. is administering about 2.5 million Covid vaccine shots every day. However, the number of new cases is increasing in 21 states as highly infectious variants spread and governors relax restrictions on businesses.The Dow finished Monday’s session 103 points higher, for a gain of 0.32%. The S&P 500 broke a two-day losing streak and advanced 0.7%. The Nasdaq Composite was the relative outperformer, jumping 1.23% for its fifth positive session in six.The gains came as the 10-year Treasury yield retreated, after touching a 14-month high last week. The 10-year yield was falling again on Tuesday, but that failed to boost stock futures.“While the rise in yields has created volatility, we don’t expect it to derail the equity rally,” noted Mark Haefele, chief investment officer at UBS Global Wealth Management. “We believe rising yields reflect growth optimism and expectations for higher inflation.”On Tuesday Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen will make their first joint appearance before the U.S. House Committee on Financial Services. The discussion will center on the oversight of the Treasury’s and Federal Reserve’s pandemic response.In prepared remarks published ahead of the hearing, Powell noted that the recovery is gaining steam, before adding there’s still a long way to go.“The recovery has progressed more quickly than generally expected and looks to be strengthening. This is due in significant part to the unprecedented fiscal and monetary policy actions ... which provided essential support to households, businesses, and communities,”he said in the prepared comments.“But the recovery is far from complete, so, at the Fed, we will continue to provide the economy the support that it needs for as long as it takes,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691741782,"gmtCreate":1640251095358,"gmtModify":1640251095733,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691741782","repostId":"1111942278","repostType":2,"repost":{"id":"1111942278","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":1640250064,"share":"https://www.laohu8.com/m/news/1111942278?lang=&edition=full","pubTime":"2021-12-23 17:01","market":"hk","language":"en","title":"JD shares dropped more than 9% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111942278","media":"Tiger Newspress","summary":"JD shares dropped more than 9% in premarket trading.\n\nTencent Holdings Ltd.plans to distribute more ","content":"<p>JD&nbsp;shares&nbsp;dropped&nbsp;more&nbsp;than&nbsp;9%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d539c754ddd71e5197253487bc06daff\" tg-width=\"710\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>Tencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.</p>\n<p>Tencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a&nbsp;filing&nbsp;to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.</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>JD shares dropped more than 9% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD shares dropped more than 9% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-23 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>JD&nbsp;shares&nbsp;dropped&nbsp;more&nbsp;than&nbsp;9%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d539c754ddd71e5197253487bc06daff\" tg-width=\"710\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>Tencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.</p>\n<p>Tencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a&nbsp;filing&nbsp;to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","09618":"京东集团-SW","00700":"腾讯控股","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111942278","content_text":"JD shares dropped more than 9% in premarket trading.\n\nTencent Holdings Ltd.plans to distribute more than $16 billion ofJD.com Inc.shares as a one-time dividend, representing a near-retreat from the Chinese e-commerce firm that is stoking concerns it will pull away from other marquee investments.\nTencent plans to give out 457.3 million Class A shares in JD.com, representing about 86.4% of its total stake and nearly 15% of the online retailer’s total issued shares, according to a filing to the Hong Kong stock exchange. At Wednesday’s close, the shares in the proposed distribution were worth HK$127.7 billion ($16.4 billion). Tencent, which controls about 17% of JD.com, will hold roughly 2.3% of the e-commerce company’s shares after the handout, JD.com said in a separate statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868290294,"gmtCreate":1632647557418,"gmtModify":1632798776533,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984385549978","idStr":"3574984385549978"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868290294","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=&edition=full","pubTime":"2021-09-26 16:00","market":"us","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p>\n<p>Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p>\n<p>The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p>\n<p>Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p>\n<p>“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p>\n<p>\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p>\n<p>Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p>\n<p>Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p>\n<p>The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p>\n<p>Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p>","source":"lsy1610613172068","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>Intel Starts Construction of Two Arizona Computer Chip Factories</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC)...</p>\n\n<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}