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2021-12-25

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Better Cloud Stock: Microsoft vs. Amazon

2021-12-25

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Better Cloud Stock: Microsoft vs. Amazon

2021-12-20

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@爱是一道光绿到你发慌:$老虎证券(TIGR)$破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱

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Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter

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Wall St closes lower ahead of inflation data, Fed meeting

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IBM: Shareholders Must Prepare For An Ideological Shift

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Oil prices slide amid fears of supply boost, weaker demand

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7 Earnings Reports to Watch Next Week

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Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.

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AT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns

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5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023

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$SINGAPORE EXCHANGE LIMITED(S68.SI)$https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge

2021-08-23

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10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","MSFT":"微软","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698292731,"gmtCreate":1640399551223,"gmtModify":1640399765165,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698292731","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","MSFT":"微软","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693818585,"gmtCreate":1639999286544,"gmtModify":1639999286663,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693818585","repostId":"693895740","repostType":1,"repost":{"id":693895740,"gmtCreate":1639996204382,"gmtModify":1639996354835,"author":{"id":"3572513689403855","authorId":"3572513689403855","name":"爱是一道光绿到你发慌","avatar":"https://static.tigerbbs.com/7e0da3d5fd62cf79ce5e5f76e1cafa34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572513689403855","authorIdStr":"3572513689403855"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","text":"$老虎证券(TIGR)$破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693895740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690164454,"gmtCreate":1639647902791,"gmtModify":1639647902939,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690164454","repostId":"1124607703","repostType":4,"repost":{"id":"1124607703","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":1639646570,"share":"https://www.laohu8.com/m/news/1124607703?lang=&edition=full","pubTime":"2021-12-16 17:22","market":"us","language":"en","title":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1124607703","media":"Tiger Newspress","summary":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third q","content":"<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p>\n<p>The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</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>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter</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\">\nTrip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter\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\">2021-12-16 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p>\n<p>The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124607703","content_text":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. \nThe adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605086264,"gmtCreate":1639093480154,"gmtModify":1639093525772,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605086264","repostId":"2190964556","repostType":4,"repost":{"id":"2190964556","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639090919,"share":"https://www.laohu8.com/m/news/2190964556?lang=&edition=full","pubTime":"2021-12-10 07:01","market":"us","language":"en","title":"Wall St closes lower ahead of inflation data, Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2190964556","media":"Reuters","summary":"Wall Street closed lower on Thursday as investors banked some profits after three straight days of g","content":"<p>Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.</p>\n<p>The Nasdaq was down more sharply than the S&amp;P 500 while the Dow was virtually flat, ending down less than 1 point.</p>\n<p>Investors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.</p>\n<p>In the first three days of the week, the Nasdaq rallied 4.7%, the S&amp;P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.</p>\n<p>\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.</p>\n<p>\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"</p>\n<p>Joe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.</p>\n<p>\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"</p>\n<p>Fed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.</p>\n<p>\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.</p>\n<p>If the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.</p>\n<p>\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.</p>\n<p>A Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.</p>\n<p>The Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&amp;P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.</p>\n<p>Nine of the 11 major S&amp;P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology&nbsp;falling 1%, showing the next biggest losses.</p>\n<p>The only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.</p>\n<p>Healthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.</p>\n<p>In consumer staples, heavyweight electric car maker Tesla&nbsp;was the biggest percentage decliner, falling 6%.</p>\n<p>Markets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.</p>\n<p>Wall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.</p>\n<p>Data showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.</p>\n<p>GameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.</p>\n<p>On U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.</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>Wall St closes lower ahead of inflation data, Fed meeting</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\">\nWall St closes lower ahead of inflation data, Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-10 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.</p>\n<p>The Nasdaq was down more sharply than the S&amp;P 500 while the Dow was virtually flat, ending down less than 1 point.</p>\n<p>Investors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.</p>\n<p>In the first three days of the week, the Nasdaq rallied 4.7%, the S&amp;P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.</p>\n<p>\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.</p>\n<p>\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"</p>\n<p>Joe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.</p>\n<p>\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"</p>\n<p>Fed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.</p>\n<p>\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.</p>\n<p>If the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.</p>\n<p>\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.</p>\n<p>A Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.</p>\n<p>The Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&amp;P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.</p>\n<p>Nine of the 11 major S&amp;P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology&nbsp;falling 1%, showing the next biggest losses.</p>\n<p>The only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.</p>\n<p>Healthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.</p>\n<p>In consumer staples, heavyweight electric car maker Tesla&nbsp;was the biggest percentage decliner, falling 6%.</p>\n<p>Markets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.</p>\n<p>Wall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.</p>\n<p>Data showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.</p>\n<p>GameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.</p>\n<p>On U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","BK4504":"桥水持仓","CVS":"西维斯健康","BK4099":"汽车制造商","DOG":"道指反向ETF","BK4548":"巴美列捷福持仓","QID":"纳指两倍做空ETF",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","BK4196":"保健护理服务","CPI":"IQ Real Return ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4527":"明星科技股","GME":"游戏驿站","BK4550":"红杉资本持仓","PFE":"辉瑞","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4076":"电脑与电子产品零售","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","BK4551":"寇图资本持仓","BK4547":"WSB热门概念"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190964556","content_text":"Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.\nThe Nasdaq was down more sharply than the S&P 500 while the Dow was virtually flat, ending down less than 1 point.\nInvestors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.\nIn the first three days of the week, the Nasdaq rallied 4.7%, the S&P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.\n\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.\n\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"\nJoe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.\n\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"\nFed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.\n\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.\nIf the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.\n\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.\nA Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.\nThe Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.\nNine of the 11 major S&P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology falling 1%, showing the next biggest losses.\nThe only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.\nHealthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.\nIn consumer staples, heavyweight electric car maker Tesla was the biggest percentage decliner, falling 6%.\nMarkets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.\nWall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.\nData showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.\nGameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.\nDeclining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.\nThe S&P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.\nOn U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873296464,"gmtCreate":1636944255551,"gmtModify":1636944255606,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873296464","repostId":"1132857367","repostType":4,"repost":{"id":"1132857367","pubTimestamp":1636942873,"share":"https://www.laohu8.com/m/news/1132857367?lang=&edition=full","pubTime":"2021-11-15 10:21","market":"us","language":"en","title":"IBM: Shareholders Must Prepare For An Ideological Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=1132857367","media":"seekingalpha","summary":"Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing c","content":"<p>Summary</p>\n<ul>\n <li>CEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.</li>\n <li>Investors must begin to re-rate IBM and can no longer look at the company as a blue-chip dividend grower.</li>\n <li>With the new growth initiatives the company is undertaking, shares look attractive as of now.</li>\n</ul>\n<p><b>The Thesis</b></p>\n<p>Since the early 2000s, IBM (IBM) has become the quintessential IT company whose technology is deployed in almost every industry.However, as of late it seems as if the once rapidly growing cloud company has hit a wall - frustrating many shareholders. When former CEO Ginni Rometty stepped down from her post, and Arvind Krishna took over, he&nbsp;promised a return&nbsp;to the strong growth days of IBM's past. Let's see how well Krishna has delivered on his promise and where the company is trending under his leadership.</p>\n<p>The Move To Growth</p>\n<p>Krishna has taken a \"retooling\" strategy to shift the company's strategy to growth. The company was already in AI and cloud, however, this wasn't the main focus of the company, nor was it the leading driver. Thus comes the move to spin off Kyndryl (KD), IBM's managed infrastructure business.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e1e2e08515c9e9cb14e4f69f5fdc92\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(NewCo was the temporary name before Kyndryl)</span></p>\n<p>Once its largest revenue generator, the move was initially unwelcomed by conservative shareholders simply looking to capitalize on the protection IBM's yield provided. However, recent regulatory filings show why the move was necessary, not only for Krishna's growth strategy but also to give a significant cash flow boost. Kyndryl's revenue has decreased by nearly 11% since 2018 from $21.8B to just $19.35B, additionally, net loss more than doubled since 2019, from $943M to now $2.01B with gross margins declining from a high of 12.8% in 2019 to just 10.3% as of the previous quarter. Declining revenue and increased losses are not going to cut it for a company targeting growth or even one trying to return value to shareholders through strong cash flow generation.</p>\n<p>On the other side of IBM's mission to spin off its legacy businesses comes acquisitional growth. It starts with Red Hat, the open-source enterprise company that IBM integrated into its hybrid cloud. Although the purchase came under Rometty, Krishna is credited as the architect of the extremely strategic deal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e442712b1b9be89dbdbcf579b3f1c53f\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: IBM Investor Briefing 2021</span></p>\n<p>Used by 94% of the Fortune 500, not only was IBM able to expand its customer base but also through its established cloud business, Red Hat was able to see 43% revenue growth going from $3.5B to now $5B in revenues. Out of all the sub-sets within IBM's cloud business, Red Hat is leading and as the company continues to shrink its focus on the growth avenues of cloud &amp; AI, the \"Red Hat\" effect is sure to be seen everywhere.</p>\n<p>Another consequential acquisition under Krishna was Turbonomic. The enterprise software company helps in the digital transformation process by simulating supply and demand trends beforehand such that businesses can efficiently allocate their resources across the cloud. Not only are automation abilities that Turbonomic can add to IBM's cloud attractive, but the fact that they work with almost 1/3 of the Fortune 500 helps IBM meaningfully expand their exposure within top companies. Combined with other enterprise offerings like Red Hat, more and more companies will be forced to spend on IBM products, providing them with a strategic competitive advantage and pricing power.</p>\n<p>It should be noted that Red Hat and Turbonomic are just the two largest deals IBM has announced under Krishna. The CEO has made a flurry of other deals including Spanugo: a cloud cybersecurity company; WDG: a robotic process automation company; and Nordcloud and 7Summits: both of which are cloud consulting companies, just to name a few. As IBM zones into the cloud &amp; AI, new growth avenues have opened up, including data fabric opportunities and automation. Many of these acquisitions are helping the company inorganically take advantage of the growing cloud space.</p>\n<p>In addition to spinoffs and acquisitions, the company has made an effort to organically grow through heavy investments in the R&amp;D space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19676bb6b7061f2033d5bd5d30ff423f\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>In 2020, the company hit a new record for R&amp;D expense at nearly $6.3B, and 2021 looks to be even higher as Q2 set a new quarterly R&amp;D expense record just north of $1.65B. This once again reflects Krishna's desire to hyperfocus the company on growth within the cloud &amp; AI businesses. From both an inorganic perspective through a variety of deals and an organic perspective through investing in new technologies, we are in the first stages of what looks like a new era for IBM.</p>\n<p>The Cost of Growth</p>\n<p>Heavy investments in the growth and reshaping of IBM have hit profitability in a big way. In Q2, IBM claimed to have a \"strong balance sheet and liquidity\" position, however, data indicates otherwise.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/518f5644ab17fc6685140b22c09b531c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>At the most basic level, we can see that total liabilities hit a new record during Q4 of the previous year at $135.2B, and continue to remain at elevated levels for the company. Additionally, debt has more than doubled, with much of this coming through Krishna's all-important Red Hat acquisition in 2018 and 2019, which has spearheaded his growth strategy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c443aebc8de828c030f1ff6d9d2c7453\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>Taking a deeper look we see that the debt-to-equity continues to trend higher, staying above the historical average, indicating that IBM continues to incur debt to finance its growth. This is further validated by the highly leveraged balance sheet which sits at the third-highest level in company history at a whopping 3.23x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/671a4e54b7f4a949a925f51e8e3ffc44\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>IBM's long-standing dividend growth has also been impacted, slowing to just 1.24% this past year. With the company increasingly inclined to pour cash into things like R&amp;D, M&amp;A, or even paying off their ballooning debt, don't be shocked if dividend growth stalls at this level or the dividend itself is cut in favor of internal developments.</p>\n<p>A New Outlook</p>\n<p>Now, at face value, high debt, high leverage, and a slowing dividend sounds like a company is trending in the wrong direction; however, for IBM we believe these things are necessary. If the company wants to deliver on Arvind Krishna's goal of growth, the time to spend money on fast-growing companies is now. The time to put cash into R&amp;D to develop new product solutions is now. The time to consolidate the business to only high growth verticals, regardless of the costs it incurs, is now.</p>\n<p>Too long have shareholders been disappointed by declining revenue and profit figures. If the company wants to generate long-term value and keep up with the increasingly competitive technology space, they need to focus on growth at all costs. Red Hat and Turbonomic should only be the start for Krishna as he must continue to make key acquisitions to justify the deteriorating balance sheet.</p>\n<p>With this new direction that IBM is taking, the stock itself also needs a re-rating. We can no longer look at the company as a blue-chip dividend growth company rather one that is in the midst of a transition towards double-digit growth. And through the lens of a growing tech company, not only does the opportunity presented by Red Hat and other acquisitions look attractive, but the balance sheet also looks investable.</p>\n<p>Sustainability</p>\n<p>At North Post Research, we have recognized the importance of valuing companies not only by traditional metrics, but also by their Environmental, Social, and Governance (ESG) goals. In addition to our analysis, we will be adding a sustainability scorecard that grades the beliefs and initiatives of each company. IBM's full sustainability report can be foundhere. Its total average score was 9.33.</p>\n<p>Environmental: 10/10</p>\n<p>IBM's multifaceted approach for creating good tech for the environment is one of the best in the industry. The 6 step process includes providing climate and infrastructure risk management, which uses IoT data and AI analytics to create predictively CO2 and waste generation models that help businesses develop sustainable solutions from the bottom up.</p>\n<p>These efforts have resulted in a 56.6% reduction in CO2 emissions across all platforms. To put this into perspective, IBM was targeting a 40% reduction by 2025, meaning they crushed their goal by double digits 5 years early, that's simply unheard of.</p>\n<p>Another point of emphasis for the company has been making greener, more traceable supply chains. Their Blockchain Transparent Supply product offering allows for business and supply chain partners to create a data-sharing ecosystem to ensure that products efficiently get from Point A to Point B.</p>\n<p>These solutions have led to practical impacts from a business and consumer perspective. Take the Norwegian seafood industry, one that has been reeling due to a lack of trust by consumers for the under-regulation and fraud in aquaculture. To turn things around, IBM partnered with Atea, an IT solutions company in the Nordic region, and helped exporters implement traceability solutions using blockchain technology. This means that any supplier that the seafood exchanges hands with has a permanent record entered into a ledger. Any company across the supply chain can access the ledger alongside key data points like where the seafood came from, what was done to transport it, and a number of other statistics. The entire process has worked to create accountability across the supply chain and companies have likely seen numerous benefits from increased revenue and profitability to a more trusting consumer.</p>\n<p>IBM earns a perfect score for its sustainability efforts and using technology to foster a greener society.</p>\n<p>Social: 10/10</p>\n<p>The tech giant's social impact starts with its scalable education initiatives which have led to practical benefits for many. Have you ever heard of a school that provides students with a high school diploma, an associate's degree, specialized career training in a growing field, as well as real-world opportunities at top companies? Well, IBM's innovative P-Tech educational model has made waves by efficiently developing students into high-achieving leaders. The program spans 28 different countries and has reached thousands of students in 260+ schools it serves. With more schools scheduled to be added to this growing list, the impact that the program can have is astronomical.</p>\n<p>IBM's STEM for Girls initiative has also seen a similar trend. Initially started in 2019 to help young girls in rural India, the program has now globally expanded to 8 new countries and engaged over 140,000 women, providing them with career pathways and opportunities in STEM-related fields.</p>\n<p>Moving on to company inclusion and diversity, IBM is hitting it out of the park. For the 19th consecutive year, they scored a perfect score on the Human Rights Campaign (HRC) Corporate Equality Index. The overall company is well-renowned as one of the champions of equal opportunity as outlined in their Equal Opportunity Policy and takes pride in its rich cultural history. With one of the most creative women in tech, Ginni Rometty, as a former head, and now an Indian-America, Arvind Krishna, leading the company we are confident they will continue these policies.</p>\n<p>For their consistent social policies, IBM earns another perfect score.</p>\n<p>Governance: 8/10</p>\n<p>One of IBM's core principles is ethically using technology to work in the best interest of clients. To improve the transparency for the AI-based solutions, IBM's research division created \"AI Factsheets\" which guide companies on how to most efficiently use product offerings to optimize their business. These factsheets are slowly being integrated into Watson to create a scalable, personal, and trustworthy AI that any company can take advantage of.</p>\n<p>IBM is also leading the global charge to accelerate the adoption of inclusive AI by being one of 100 companies participating in the Global AI Action Alliance (GAIA). By working towards creating an ethical technological learning community through GAIA, as well as CEO Arvind Krishna serving on one of the committees of the community, IBM truly embodies the meaning of sustainable technology.</p>\n<p>From Ginni Rometty to Krishna, the constructive and innovative company culture hasn't missed a beat, if anything it has been further reinforced. Our only complaint regarding IBM is the amount of cybersecurity information they disclose. We believe all tech companies, especially ones like IBM which manage a significant amount of data through their AI and cloud services, need to release a public cybersecurity report that details the current state of breaches, potential attacks, and what is being done to keep clients safe. Although this cuts 2 points from the company's score, the strong, ethical governance structure should be a model for others in the industry.</p>\n<p>Takeaways</p>\n<p>As IBM continues to consolidate and hone in on its true core business, a long runway of growth awaits it. With shares down almost 20% from all-time highs, we believe now is a perfect time to average down or initiate a position in this portfolio keeper.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM: Shareholders Must Prepare For An Ideological Shift</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\">\nIBM: Shareholders Must Prepare For An Ideological Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.\nInvestors must begin to re-rate IBM and can no longer look at the company as a blue-...</p>\n\n<a href=\"https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132857367","content_text":"Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.\nInvestors must begin to re-rate IBM and can no longer look at the company as a blue-chip dividend grower.\nWith the new growth initiatives the company is undertaking, shares look attractive as of now.\n\nThe Thesis\nSince the early 2000s, IBM (IBM) has become the quintessential IT company whose technology is deployed in almost every industry.However, as of late it seems as if the once rapidly growing cloud company has hit a wall - frustrating many shareholders. When former CEO Ginni Rometty stepped down from her post, and Arvind Krishna took over, he promised a return to the strong growth days of IBM's past. Let's see how well Krishna has delivered on his promise and where the company is trending under his leadership.\nThe Move To Growth\nKrishna has taken a \"retooling\" strategy to shift the company's strategy to growth. The company was already in AI and cloud, however, this wasn't the main focus of the company, nor was it the leading driver. Thus comes the move to spin off Kyndryl (KD), IBM's managed infrastructure business.\n(NewCo was the temporary name before Kyndryl)\nOnce its largest revenue generator, the move was initially unwelcomed by conservative shareholders simply looking to capitalize on the protection IBM's yield provided. However, recent regulatory filings show why the move was necessary, not only for Krishna's growth strategy but also to give a significant cash flow boost. Kyndryl's revenue has decreased by nearly 11% since 2018 from $21.8B to just $19.35B, additionally, net loss more than doubled since 2019, from $943M to now $2.01B with gross margins declining from a high of 12.8% in 2019 to just 10.3% as of the previous quarter. Declining revenue and increased losses are not going to cut it for a company targeting growth or even one trying to return value to shareholders through strong cash flow generation.\nOn the other side of IBM's mission to spin off its legacy businesses comes acquisitional growth. It starts with Red Hat, the open-source enterprise company that IBM integrated into its hybrid cloud. Although the purchase came under Rometty, Krishna is credited as the architect of the extremely strategic deal.\nSource: IBM Investor Briefing 2021\nUsed by 94% of the Fortune 500, not only was IBM able to expand its customer base but also through its established cloud business, Red Hat was able to see 43% revenue growth going from $3.5B to now $5B in revenues. Out of all the sub-sets within IBM's cloud business, Red Hat is leading and as the company continues to shrink its focus on the growth avenues of cloud & AI, the \"Red Hat\" effect is sure to be seen everywhere.\nAnother consequential acquisition under Krishna was Turbonomic. The enterprise software company helps in the digital transformation process by simulating supply and demand trends beforehand such that businesses can efficiently allocate their resources across the cloud. Not only are automation abilities that Turbonomic can add to IBM's cloud attractive, but the fact that they work with almost 1/3 of the Fortune 500 helps IBM meaningfully expand their exposure within top companies. Combined with other enterprise offerings like Red Hat, more and more companies will be forced to spend on IBM products, providing them with a strategic competitive advantage and pricing power.\nIt should be noted that Red Hat and Turbonomic are just the two largest deals IBM has announced under Krishna. The CEO has made a flurry of other deals including Spanugo: a cloud cybersecurity company; WDG: a robotic process automation company; and Nordcloud and 7Summits: both of which are cloud consulting companies, just to name a few. As IBM zones into the cloud & AI, new growth avenues have opened up, including data fabric opportunities and automation. Many of these acquisitions are helping the company inorganically take advantage of the growing cloud space.\nIn addition to spinoffs and acquisitions, the company has made an effort to organically grow through heavy investments in the R&D space.\nSource: Created by author using data from Stock Analysis\nIn 2020, the company hit a new record for R&D expense at nearly $6.3B, and 2021 looks to be even higher as Q2 set a new quarterly R&D expense record just north of $1.65B. This once again reflects Krishna's desire to hyperfocus the company on growth within the cloud & AI businesses. From both an inorganic perspective through a variety of deals and an organic perspective through investing in new technologies, we are in the first stages of what looks like a new era for IBM.\nThe Cost of Growth\nHeavy investments in the growth and reshaping of IBM have hit profitability in a big way. In Q2, IBM claimed to have a \"strong balance sheet and liquidity\" position, however, data indicates otherwise.\nSource: Created by author using data from Stock Analysis\nAt the most basic level, we can see that total liabilities hit a new record during Q4 of the previous year at $135.2B, and continue to remain at elevated levels for the company. Additionally, debt has more than doubled, with much of this coming through Krishna's all-important Red Hat acquisition in 2018 and 2019, which has spearheaded his growth strategy.\nSource: Created by author using data from Stock Analysis\nTaking a deeper look we see that the debt-to-equity continues to trend higher, staying above the historical average, indicating that IBM continues to incur debt to finance its growth. This is further validated by the highly leveraged balance sheet which sits at the third-highest level in company history at a whopping 3.23x.\nSource: Created by author using data from Stock Analysis\nIBM's long-standing dividend growth has also been impacted, slowing to just 1.24% this past year. With the company increasingly inclined to pour cash into things like R&D, M&A, or even paying off their ballooning debt, don't be shocked if dividend growth stalls at this level or the dividend itself is cut in favor of internal developments.\nA New Outlook\nNow, at face value, high debt, high leverage, and a slowing dividend sounds like a company is trending in the wrong direction; however, for IBM we believe these things are necessary. If the company wants to deliver on Arvind Krishna's goal of growth, the time to spend money on fast-growing companies is now. The time to put cash into R&D to develop new product solutions is now. The time to consolidate the business to only high growth verticals, regardless of the costs it incurs, is now.\nToo long have shareholders been disappointed by declining revenue and profit figures. If the company wants to generate long-term value and keep up with the increasingly competitive technology space, they need to focus on growth at all costs. Red Hat and Turbonomic should only be the start for Krishna as he must continue to make key acquisitions to justify the deteriorating balance sheet.\nWith this new direction that IBM is taking, the stock itself also needs a re-rating. We can no longer look at the company as a blue-chip dividend growth company rather one that is in the midst of a transition towards double-digit growth. And through the lens of a growing tech company, not only does the opportunity presented by Red Hat and other acquisitions look attractive, but the balance sheet also looks investable.\nSustainability\nAt North Post Research, we have recognized the importance of valuing companies not only by traditional metrics, but also by their Environmental, Social, and Governance (ESG) goals. In addition to our analysis, we will be adding a sustainability scorecard that grades the beliefs and initiatives of each company. IBM's full sustainability report can be foundhere. Its total average score was 9.33.\nEnvironmental: 10/10\nIBM's multifaceted approach for creating good tech for the environment is one of the best in the industry. The 6 step process includes providing climate and infrastructure risk management, which uses IoT data and AI analytics to create predictively CO2 and waste generation models that help businesses develop sustainable solutions from the bottom up.\nThese efforts have resulted in a 56.6% reduction in CO2 emissions across all platforms. To put this into perspective, IBM was targeting a 40% reduction by 2025, meaning they crushed their goal by double digits 5 years early, that's simply unheard of.\nAnother point of emphasis for the company has been making greener, more traceable supply chains. Their Blockchain Transparent Supply product offering allows for business and supply chain partners to create a data-sharing ecosystem to ensure that products efficiently get from Point A to Point B.\nThese solutions have led to practical impacts from a business and consumer perspective. Take the Norwegian seafood industry, one that has been reeling due to a lack of trust by consumers for the under-regulation and fraud in aquaculture. To turn things around, IBM partnered with Atea, an IT solutions company in the Nordic region, and helped exporters implement traceability solutions using blockchain technology. This means that any supplier that the seafood exchanges hands with has a permanent record entered into a ledger. Any company across the supply chain can access the ledger alongside key data points like where the seafood came from, what was done to transport it, and a number of other statistics. The entire process has worked to create accountability across the supply chain and companies have likely seen numerous benefits from increased revenue and profitability to a more trusting consumer.\nIBM earns a perfect score for its sustainability efforts and using technology to foster a greener society.\nSocial: 10/10\nThe tech giant's social impact starts with its scalable education initiatives which have led to practical benefits for many. Have you ever heard of a school that provides students with a high school diploma, an associate's degree, specialized career training in a growing field, as well as real-world opportunities at top companies? Well, IBM's innovative P-Tech educational model has made waves by efficiently developing students into high-achieving leaders. The program spans 28 different countries and has reached thousands of students in 260+ schools it serves. With more schools scheduled to be added to this growing list, the impact that the program can have is astronomical.\nIBM's STEM for Girls initiative has also seen a similar trend. Initially started in 2019 to help young girls in rural India, the program has now globally expanded to 8 new countries and engaged over 140,000 women, providing them with career pathways and opportunities in STEM-related fields.\nMoving on to company inclusion and diversity, IBM is hitting it out of the park. For the 19th consecutive year, they scored a perfect score on the Human Rights Campaign (HRC) Corporate Equality Index. The overall company is well-renowned as one of the champions of equal opportunity as outlined in their Equal Opportunity Policy and takes pride in its rich cultural history. With one of the most creative women in tech, Ginni Rometty, as a former head, and now an Indian-America, Arvind Krishna, leading the company we are confident they will continue these policies.\nFor their consistent social policies, IBM earns another perfect score.\nGovernance: 8/10\nOne of IBM's core principles is ethically using technology to work in the best interest of clients. To improve the transparency for the AI-based solutions, IBM's research division created \"AI Factsheets\" which guide companies on how to most efficiently use product offerings to optimize their business. These factsheets are slowly being integrated into Watson to create a scalable, personal, and trustworthy AI that any company can take advantage of.\nIBM is also leading the global charge to accelerate the adoption of inclusive AI by being one of 100 companies participating in the Global AI Action Alliance (GAIA). By working towards creating an ethical technological learning community through GAIA, as well as CEO Arvind Krishna serving on one of the committees of the community, IBM truly embodies the meaning of sustainable technology.\nFrom Ginni Rometty to Krishna, the constructive and innovative company culture hasn't missed a beat, if anything it has been further reinforced. Our only complaint regarding IBM is the amount of cybersecurity information they disclose. We believe all tech companies, especially ones like IBM which manage a significant amount of data through their AI and cloud services, need to release a public cybersecurity report that details the current state of breaches, potential attacks, and what is being done to keep clients safe. Although this cuts 2 points from the company's score, the strong, ethical governance structure should be a model for others in the industry.\nTakeaways\nAs IBM continues to consolidate and hone in on its true core business, a long runway of growth awaits it. With shares down almost 20% from all-time highs, we believe now is a perfect time to average down or initiate a position in this portfolio keeper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873298116,"gmtCreate":1636944149248,"gmtModify":1636944149305,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873298116","repostId":"2183425810","repostType":4,"repost":{"id":"2183425810","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1636942619,"share":"https://www.laohu8.com/m/news/2183425810?lang=&edition=full","pubTime":"2021-11-15 10:16","market":"fut","language":"en","title":"Oil prices slide amid fears of supply boost, weaker demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2183425810","media":"Reuters","summary":"SINGAPORE, Nov 15  - Crude oil prices skidded on Monday, under pressure from expectations of higher supplies and weakening demand.Brent crude futures fell 58 cents, or 0.7%, to $81.59 a barrel, as of 0151 GMT. U.S. West Texas Intermediate $$ crude lost 58 cents, or 0.7%, to $80.21 a barrel.Both markets have dropped for the last three weeks, hit by a strengthening dollar and speculation that President Joe Biden's administration might release oil from the U.S. Strategic Petroleum Reserve to cool p","content":"<p>SINGAPORE, Nov 15 (Reuters) - Crude oil prices skidded on Monday, under pressure from expectations of higher supplies and weakening demand.</p>\n<p>Brent crude&nbsp;futures fell 58 cents, or 0.7%, to $81.59 a barrel, as of 0151 GMT. U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude lost 58 cents, or 0.7%, to $80.21 a barrel.</p>\n<p>Both markets have dropped for the last three weeks, hit by a strengthening dollar and speculation that President Joe Biden's administration might release oil from the U.S. Strategic Petroleum Reserve to cool prices.</p>\n<p>\"The White House has been debating how to tackle higher inflation, with some officials calling for the strategic reserve to be tapped, or halting U.S. exports,\" ANZ analysts said in a report.</p>\n<p>U.S. energy firms this week added oil and natural gas rigs for a third week in a row with crude prices hovering near a seven-year high, prompting some drillers to return to the well&nbsp;pad.</p>\n<p>The oil and gas rig count, an early indicator of future output, rose by six to 556 in the week to Nov. 12, its highest level since April 2020, energy services firm Baker Hughes Co</p>\n<p>said on Friday.</p>\n<p>Meanwhile, the Organization of the Petroleum Exporting Countries (OPEC) last week cut its world oil demand forecast for the fourth quarter by 330,000 barrels per day (bpd) from last month's forecast, as high energy prices hampered economic recovery from the COVID-19 pandemic.</p>\n<p>Russia's Rosneft, the world's second-biggest oil company by output after Saudi Aramco, warned on Friday of a potential \"super cycle\" in global energy markets, raising the prospect of even higher prices as demand outstrips supply.</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>Oil prices slide amid fears of supply boost, weaker 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; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil prices slide amid fears of supply boost, weaker demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-15 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SINGAPORE, Nov 15 (Reuters) - Crude oil prices skidded on Monday, under pressure from expectations of higher supplies and weakening demand.</p>\n<p>Brent crude&nbsp;futures fell 58 cents, or 0.7%, to $81.59 a barrel, as of 0151 GMT. U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude lost 58 cents, or 0.7%, to $80.21 a barrel.</p>\n<p>Both markets have dropped for the last three weeks, hit by a strengthening dollar and speculation that President Joe Biden's administration might release oil from the U.S. Strategic Petroleum Reserve to cool prices.</p>\n<p>\"The White House has been debating how to tackle higher inflation, with some officials calling for the strategic reserve to be tapped, or halting U.S. exports,\" ANZ analysts said in a report.</p>\n<p>U.S. energy firms this week added oil and natural gas rigs for a third week in a row with crude prices hovering near a seven-year high, prompting some drillers to return to the well&nbsp;pad.</p>\n<p>The oil and gas rig count, an early indicator of future output, rose by six to 556 in the week to Nov. 12, its highest level since April 2020, energy services firm Baker Hughes Co</p>\n<p>said on Friday.</p>\n<p>Meanwhile, the Organization of the Petroleum Exporting Countries (OPEC) last week cut its world oil demand forecast for the fourth quarter by 330,000 barrels per day (bpd) from last month's forecast, as high energy prices hampered economic recovery from the COVID-19 pandemic.</p>\n<p>Russia's Rosneft, the world's second-biggest oil company by output after Saudi Aramco, warned on Friday of a potential \"super cycle\" in global energy markets, raising the prospect of even higher prices as demand outstrips supply.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183425810","content_text":"SINGAPORE, Nov 15 (Reuters) - Crude oil prices skidded on Monday, under pressure from expectations of higher supplies and weakening demand.\nBrent crude futures fell 58 cents, or 0.7%, to $81.59 a barrel, as of 0151 GMT. U.S. West Texas Intermediate $(WTI)$ crude lost 58 cents, or 0.7%, to $80.21 a barrel.\nBoth markets have dropped for the last three weeks, hit by a strengthening dollar and speculation that President Joe Biden's administration might release oil from the U.S. Strategic Petroleum Reserve to cool prices.\n\"The White House has been debating how to tackle higher inflation, with some officials calling for the strategic reserve to be tapped, or halting U.S. exports,\" ANZ analysts said in a report.\nU.S. energy firms this week added oil and natural gas rigs for a third week in a row with crude prices hovering near a seven-year high, prompting some drillers to return to the well pad.\nThe oil and gas rig count, an early indicator of future output, rose by six to 556 in the week to Nov. 12, its highest level since April 2020, energy services firm Baker Hughes Co\nsaid on Friday.\nMeanwhile, the Organization of the Petroleum Exporting Countries (OPEC) last week cut its world oil demand forecast for the fourth quarter by 330,000 barrels per day (bpd) from last month's forecast, as high energy prices hampered economic recovery from the COVID-19 pandemic.\nRussia's Rosneft, the world's second-biggest oil company by output after Saudi Aramco, warned on Friday of a potential \"super cycle\" in global energy markets, raising the prospect of even higher prices as demand outstrips supply.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873190250,"gmtCreate":1636871970718,"gmtModify":1636871970718,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873190250","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","pubTimestamp":1636854571,"share":"https://www.laohu8.com/m/news/1130613433?lang=&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p>A parade of retailers report earnings as their share prices remain buoyant</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d277b8ff1b6b6711ba0749313119f04\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Shutterstock</span></p>\n<p>Retailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can&nbsp;make or break retailers&nbsp;large and small.</p>\n<p>Analysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.</p>\n<p>It has been a good run for stocks of retailers in recent weeks, with the&nbsp;<b>SPDR S&amp;P Retail ETF</b>(NYSEARCA:<b><u>XRT</u></b>) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.</p>\n<p>Strong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.</p>\n<ul>\n <li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li>\n <li><b>Home Depot</b>(NYSE:<b><u>HD</u></b>)</li>\n <li><b>La-Z-Boy</b>(NYSE:<b><u>LZB</u></b>)</li>\n <li><b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>)</li>\n <li><b>Target</b>(NYSE:<b><u>TGT</u></b>)</li>\n <li><b>Macy’s</b>(NYSE:<b><u>M</u></b>)</li>\n <li><b>Foot Locker</b>(NYSE:<b><u>FL</u></b>)</li>\n</ul>\n<p><b>Walmart (WMT)</b></p>\n<p>First out of the gate&nbsp;next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.</p>\n<p>The retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.</p>\n<p>However, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.</p>\n<p>A strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking&nbsp;for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.</p>\n<p>The company has received several bullish analyst ratings recently, with&nbsp;<b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)&nbsp;adding the stockto its “conviction buy” list in October. The&nbsp;median price target&nbsp;on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.</p>\n<p><b>Home Depot (HD)</b></p>\n<p>Also reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.</p>\n<p>Year-to-date, HD stock is&nbsp;up nearly 40%&nbsp;at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.</p>\n<p>Analysts are forecasting&nbsp;that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.</p>\n<p>With home prices continuing to rise in the U.S.,up 20% in August&nbsp;this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.</p>\n<p><b>La-Z-Boy (LZB)</b></p>\n<p>Furniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.</p>\n<p>Over the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the&nbsp;stock remains down 7%&nbsp;on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.</p>\n<p>Analysts expect&nbsp;the company to announce Q3 EPS of 73 cents on revenues of $540 million.&nbsp; La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a&nbsp;clean balance sheet&nbsp;with $391.21 million in cash on hand and $362.64 million in total debt.</p>\n<p>Analysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.</p>\n<p><b>Lowe’s (LOW)</b></p>\n<p>Lowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.</p>\n<p>The rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.</p>\n<p>Equally impressive is the fact that Lowe’s says it now&nbsp;generates 25% of its revenues&nbsp;from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.</p>\n<p>In an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.</p>\n<p>Additionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast&nbsp;that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.</p>\n<p><b>Target (TGT)</b></p>\n<p>Target has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.</p>\n<p>However, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects&nbsp;slower growth&nbsp;from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.</p>\n<p>Much of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.</p>\n<p>Cornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating&nbsp;EPS of $2.81 on revenues of $24.59 billion.</p>\n<p><b>Macy’s (M)</b></p>\n<p>Macy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has&nbsp;increased 175%&nbsp;to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.</p>\n<p>Macy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.</p>\n<p>Founded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been&nbsp;targeted by activist group&nbsp;Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.</p>\n<p>The reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its&nbsp;latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.</p>\n<p><b>Foot Locker (FL)</b></p>\n<p>New York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.</p>\n<p>The company just announced that it is launching a brand&nbsp;new apparel line&nbsp;called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.</p>\n<p>The company also&nbsp;recently completed&nbsp;a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks&nbsp;growth opportunities&nbsp;outside its American home market.</p>\n<p>Analysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for&nbsp;the company to report EPS of $1.35 and revenues of $2.12 billion.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports to Watch Next 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; 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\">\n7 Earnings Reports to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","M":"梅西百货","HD":"家得宝","FL":"富乐客","LOW":"劳氏","LZB":"La-Z-Boy家具","WMT":"沃尔玛"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873190938,"gmtCreate":1636871884993,"gmtModify":1636871924622,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873190938","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</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>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIG":"西格内特珠宝","RCD":"Invesco S&P 500 Equal Weight Consumer Discretionary ETF","TPR":"Tapestry Inc.","BBRYF":"Burberry Group Plc","WMT":"沃尔玛","CAL":"Caleres鞋业","AMZN":"亚马逊","ANF":"爱芬奇","BRBY.UK":"巴宝莉","M":"梅西百货","JWN":"诺德斯特龙"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846351267,"gmtCreate":1636061449934,"gmtModify":1636061450087,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🤗","listText":"🤗","text":"🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/846351267","repostId":"1136389047","repostType":4,"repost":{"id":"1136389047","pubTimestamp":1636040111,"share":"https://www.laohu8.com/m/news/1136389047?lang=&edition=full","pubTime":"2021-11-04 23:35","market":"us","language":"en","title":"AT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1136389047","media":"The Wall Street Journal","summary":"Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential","content":"<p>Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd203ccf34f24e3494ad2720c820451\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>A worker on top of an AT&amp;T cell tower. The telecom company has pushed its 5G deployment until Jan. 5.</span></p>\n<p>Two U.S. telecom companies agreed to delay their planned Dec. 5 rollout of a new 5G frequency band so they can work with the Federal Aviation Administration to address concerns about potential interference with key cockpit safety systems, according to one of the cellular carriers and people familiar with the matter.</p>\n<p>AT&amp;T&nbsp;Inc.&nbsp;said in a statement it had agreed to delay its planned 5G deployment until Jan. 5 at the request of the Transportation Department.Verizon Communications&nbsp;Inc.&nbsp;also agreed to postpone its launch of the new 5G wireless spectrum by about a month, people familiar with the matter said.</p>\n<p>The FAA had been&nbsp;planning to issue official mandates&nbsp;as soon as this week that would limit pilots’ use of certain automated cockpit systems such as those that help planes land in poor weather, according to government and industry officials familiar with the planned orders. Those limits would aim to avoid potential interference from wireless towers on the ground transmitting new 5G signals.</p>\n<p>Such limits could result in disruptions to passenger and cargo flights in 46 of the country’s largest metropolitan areas where the towers are located as soon as early December, aviation industry officials have said. Telecom industry officials have pushed back against safety concerns, saying available evidence doesn’t support the conclusion that 5G networks will interfere with flight equipment.</p>\n<p>The FAA, its parent agency the U.S. DOT and the Federal Communications Commission didn’t immediately respond to a request for comment.</p>\n<p>AT&amp;T said the company would “continue to work in good faith with the FCC and the FAA to understand the FAA’s asserted coexistence concerns.”</p>\n<p>“It is critical that these discussions be informed by the science and the data,” AT&amp;T said. “That is the only path to enabling experts and engineers to assess whether any legitimate coexistence issues exist.”</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>AT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns</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\">\nAT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems\nA worker on top of an AT&T cell tower. The telecom company...</p>\n\n<a href=\"https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","VZ":"威瑞森"},"source_url":"https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136389047","content_text":"Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems\nA worker on top of an AT&T cell tower. The telecom company has pushed its 5G deployment until Jan. 5.\nTwo U.S. telecom companies agreed to delay their planned Dec. 5 rollout of a new 5G frequency band so they can work with the Federal Aviation Administration to address concerns about potential interference with key cockpit safety systems, according to one of the cellular carriers and people familiar with the matter.\nAT&T Inc. said in a statement it had agreed to delay its planned 5G deployment until Jan. 5 at the request of the Transportation Department.Verizon Communications Inc. also agreed to postpone its launch of the new 5G wireless spectrum by about a month, people familiar with the matter said.\nThe FAA had been planning to issue official mandates as soon as this week that would limit pilots’ use of certain automated cockpit systems such as those that help planes land in poor weather, according to government and industry officials familiar with the planned orders. Those limits would aim to avoid potential interference from wireless towers on the ground transmitting new 5G signals.\nSuch limits could result in disruptions to passenger and cargo flights in 46 of the country’s largest metropolitan areas where the towers are located as soon as early December, aviation industry officials have said. Telecom industry officials have pushed back against safety concerns, saying available evidence doesn’t support the conclusion that 5G networks will interfere with flight equipment.\nThe FAA, its parent agency the U.S. DOT and the Federal Communications Commission didn’t immediately respond to a request for comment.\nAT&T said the company would “continue to work in good faith with the FCC and the FAA to understand the FAA’s asserted coexistence concerns.”\n“It is critical that these discussions be informed by the science and the data,” AT&T said. “That is the only path to enabling experts and engineers to assess whether any legitimate coexistence issues exist.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846351931,"gmtCreate":1636061391525,"gmtModify":1636061391679,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🤞","listText":"🤞","text":"🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846351931","repostId":"1144131531","repostType":4,"repost":{"id":"1144131531","pubTimestamp":1636022596,"share":"https://www.laohu8.com/m/news/1144131531?lang=&edition=full","pubTime":"2021-11-04 18:43","market":"us","language":"en","title":"5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1144131531","media":"Motley Fool","summary":"These were some of the fastest-growing large-cap stocks on the planet over a three-year stretch.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Be careful: Sales growth alone doesn't always give you the full story about a company.</li>\n</ul>\n<p>Since the Great Recession ended in 2009, no group of companies has performed better than&nbsp;growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.</p>\n<p>And it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five&nbsp;large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddae655c5dfcf584e1db5b561b7b2051\" tg-width=\"2000\" tg-height=\"1529\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Nio: 447% implied sales growth by 2023</b></p>\n<p>Electric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.</p>\n<p>It's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.</p>\n<p>Nio's rapid sales growth&nbsp;is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.</p>\n<p>In exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.</p>\n<p>Assuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0952a9abfc3d69f1c7af0861a2d97b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Snowflake: 401% implied sales growth by 2023</b></p>\n<p>Although double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company&nbsp;<b>Snowflake</b>(NYSE:SNOW)&nbsp;seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.</p>\n<p>The Snowflake growth story&nbsp;is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.</p>\n<p>Further, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.</p>\n<p>The big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537b181fc66378021049916184ef4425\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Sea Limited: 322% implied sales growth by 2023</b></p>\n<p>Another large-cap stock with big-time sales-growth expectations is Singapore-based&nbsp;<b>Sea Limited</b>(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.</p>\n<p>Sea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate&nbsp;is significantly higher than the industry average.</p>\n<p>The company's&nbsp;most exciting segment&nbsp;is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.</p>\n<p>Lastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>AMC Entertainment: 313% implied sales growth by 2023</b></p>\n<p>Sometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock&nbsp;<b>AMC Entertainment</b>(NYSE:AMC)&nbsp;is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.</p>\n<p>Whether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.</p>\n<p>Even though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.</p>\n<p>As for the company, it's unlikely to be profitable any time before 2024, and&nbsp;the math simply doesn't check out&nbsp;as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.</p>\n<p>Even with \"rapid sales growth,\" some companies should be avoided like the plague.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fc13611f3bbe728494e0ef9d530643\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Moderna: 1,304% implied sales growth by 2023</b></p>\n<p>The kingpin of sales growth on this list among large-cap companies is&nbsp;biotech-stock&nbsp;<b>Moderna</b>(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.</p>\n<p>Chances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.</p>\n<p>The&nbsp;big unknown for Moderna&nbsp;is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.</p>\n<p>On the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.</p>\n<p>Considering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023</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\">\n5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nBe careful: Sales growth alone doesn't always give you the full story about a company.\n\nSince the Great Recession ended in 2009, no group of companies has performed better than growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","MRNA":"Moderna, Inc.","AMC":"AMC院线","SE":"Sea Ltd","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144131531","content_text":"Key Points\n\nBe careful: Sales growth alone doesn't always give you the full story about a company.\n\nSince the Great Recession ended in 2009, no group of companies has performed better than growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.\nAnd it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.\nIMAGE SOURCE: GETTY IMAGES.\nNio: 447% implied sales growth by 2023\nElectric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and Nio(NYSE:NIO) is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.\nIt's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.\nNio's rapid sales growth is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.\nIn exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.\nAssuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.\nIMAGE SOURCE: GETTY IMAGES.\nSnowflake: 401% implied sales growth by 2023\nAlthough double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company Snowflake(NYSE:SNOW) seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.\nThe Snowflake growth story is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.\nFurther, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.\nThe big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.\nIMAGE SOURCE: GETTY IMAGES.\nSea Limited: 322% implied sales growth by 2023\nAnother large-cap stock with big-time sales-growth expectations is Singapore-based Sea Limited(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.\nSea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate is significantly higher than the industry average.\nThe company's most exciting segment is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.\nLastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.\nIMAGE SOURCE: GETTY IMAGES.\nAMC Entertainment: 313% implied sales growth by 2023\nSometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock AMC Entertainment(NYSE:AMC) is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.\nWhether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.\nEven though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.\nAs for the company, it's unlikely to be profitable any time before 2024, and the math simply doesn't check out as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.\nEven with \"rapid sales growth,\" some companies should be avoided like the plague.\nIMAGE SOURCE: GETTY IMAGES.\nModerna: 1,304% implied sales growth by 2023\nThe kingpin of sales growth on this list among large-cap companies is biotech-stock Moderna(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.\nChances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.\nThe big unknown for Moderna is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.\nOn the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.\nConsidering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849859084,"gmtCreate":1635744255069,"gmtModify":1635744307564,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","listText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849859084","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832769180,"gmtCreate":1629678493640,"gmtModify":1633683376776,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"stagnant&nbsp;","listText":"stagnant&nbsp;","text":"stagnant","images":[{"img":"https://static.tigerbbs.com/da583bbc5e4f3cd002e4ce42fe28cb87","width":"720","height":"2210"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832769180","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":846351267,"gmtCreate":1636061449934,"gmtModify":1636061450087,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🤗","listText":"🤗","text":"🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/846351267","repostId":"1136389047","repostType":4,"repost":{"id":"1136389047","pubTimestamp":1636040111,"share":"https://www.laohu8.com/m/news/1136389047?lang=&edition=full","pubTime":"2021-11-04 23:35","market":"us","language":"en","title":"AT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1136389047","media":"The Wall Street Journal","summary":"Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential","content":"<p>Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd203ccf34f24e3494ad2720c820451\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>A worker on top of an AT&amp;T cell tower. The telecom company has pushed its 5G deployment until Jan. 5.</span></p>\n<p>Two U.S. telecom companies agreed to delay their planned Dec. 5 rollout of a new 5G frequency band so they can work with the Federal Aviation Administration to address concerns about potential interference with key cockpit safety systems, according to one of the cellular carriers and people familiar with the matter.</p>\n<p>AT&amp;T&nbsp;Inc.&nbsp;said in a statement it had agreed to delay its planned 5G deployment until Jan. 5 at the request of the Transportation Department.Verizon Communications&nbsp;Inc.&nbsp;also agreed to postpone its launch of the new 5G wireless spectrum by about a month, people familiar with the matter said.</p>\n<p>The FAA had been&nbsp;planning to issue official mandates&nbsp;as soon as this week that would limit pilots’ use of certain automated cockpit systems such as those that help planes land in poor weather, according to government and industry officials familiar with the planned orders. Those limits would aim to avoid potential interference from wireless towers on the ground transmitting new 5G signals.</p>\n<p>Such limits could result in disruptions to passenger and cargo flights in 46 of the country’s largest metropolitan areas where the towers are located as soon as early December, aviation industry officials have said. Telecom industry officials have pushed back against safety concerns, saying available evidence doesn’t support the conclusion that 5G networks will interfere with flight equipment.</p>\n<p>The FAA, its parent agency the U.S. DOT and the Federal Communications Commission didn’t immediately respond to a request for comment.</p>\n<p>AT&amp;T said the company would “continue to work in good faith with the FCC and the FAA to understand the FAA’s asserted coexistence concerns.”</p>\n<p>“It is critical that these discussions be informed by the science and the data,” AT&amp;T said. “That is the only path to enabling experts and engineers to assess whether any legitimate coexistence issues exist.”</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>AT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns</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\">\nAT&T, Verizon to Delay 5G Rollout Over FAA’s Airplane Safety Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems\nA worker on top of an AT&T cell tower. The telecom company...</p>\n\n<a href=\"https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","VZ":"威瑞森"},"source_url":"https://www.wsj.com/articles/at-t-verizon-to-delay-5g-rollout-over-faas-airplane-safety-concerns-11636039555?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136389047","content_text":"Wireless carriers postpone planned Dec. 5 launch of new spectrum to address concerns about potential interference with cockpit safety systems\nA worker on top of an AT&T cell tower. The telecom company has pushed its 5G deployment until Jan. 5.\nTwo U.S. telecom companies agreed to delay their planned Dec. 5 rollout of a new 5G frequency band so they can work with the Federal Aviation Administration to address concerns about potential interference with key cockpit safety systems, according to one of the cellular carriers and people familiar with the matter.\nAT&T Inc. said in a statement it had agreed to delay its planned 5G deployment until Jan. 5 at the request of the Transportation Department.Verizon Communications Inc. also agreed to postpone its launch of the new 5G wireless spectrum by about a month, people familiar with the matter said.\nThe FAA had been planning to issue official mandates as soon as this week that would limit pilots’ use of certain automated cockpit systems such as those that help planes land in poor weather, according to government and industry officials familiar with the planned orders. Those limits would aim to avoid potential interference from wireless towers on the ground transmitting new 5G signals.\nSuch limits could result in disruptions to passenger and cargo flights in 46 of the country’s largest metropolitan areas where the towers are located as soon as early December, aviation industry officials have said. Telecom industry officials have pushed back against safety concerns, saying available evidence doesn’t support the conclusion that 5G networks will interfere with flight equipment.\nThe FAA, its parent agency the U.S. DOT and the Federal Communications Commission didn’t immediately respond to a request for comment.\nAT&T said the company would “continue to work in good faith with the FCC and the FAA to understand the FAA’s asserted coexistence concerns.”\n“It is critical that these discussions be informed by the science and the data,” AT&T said. “That is the only path to enabling experts and engineers to assess whether any legitimate coexistence issues exist.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605086264,"gmtCreate":1639093480154,"gmtModify":1639093525772,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605086264","repostId":"2190964556","repostType":4,"repost":{"id":"2190964556","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639090919,"share":"https://www.laohu8.com/m/news/2190964556?lang=&edition=full","pubTime":"2021-12-10 07:01","market":"us","language":"en","title":"Wall St closes lower ahead of inflation data, Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2190964556","media":"Reuters","summary":"Wall Street closed lower on Thursday as investors banked some profits after three straight days of g","content":"<p>Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.</p>\n<p>The Nasdaq was down more sharply than the S&amp;P 500 while the Dow was virtually flat, ending down less than 1 point.</p>\n<p>Investors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.</p>\n<p>In the first three days of the week, the Nasdaq rallied 4.7%, the S&amp;P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.</p>\n<p>\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.</p>\n<p>\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"</p>\n<p>Joe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.</p>\n<p>\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"</p>\n<p>Fed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.</p>\n<p>\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.</p>\n<p>If the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.</p>\n<p>\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.</p>\n<p>A Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.</p>\n<p>The Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&amp;P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.</p>\n<p>Nine of the 11 major S&amp;P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology&nbsp;falling 1%, showing the next biggest losses.</p>\n<p>The only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.</p>\n<p>Healthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.</p>\n<p>In consumer staples, heavyweight electric car maker Tesla&nbsp;was the biggest percentage decliner, falling 6%.</p>\n<p>Markets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.</p>\n<p>Wall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.</p>\n<p>Data showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.</p>\n<p>GameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.</p>\n<p>On U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.</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>Wall St closes lower ahead of inflation data, Fed meeting</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\">\nWall St closes lower ahead of inflation data, Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-10 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.</p>\n<p>The Nasdaq was down more sharply than the S&amp;P 500 while the Dow was virtually flat, ending down less than 1 point.</p>\n<p>Investors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.</p>\n<p>In the first three days of the week, the Nasdaq rallied 4.7%, the S&amp;P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.</p>\n<p>\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.</p>\n<p>\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"</p>\n<p>Joe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.</p>\n<p>\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"</p>\n<p>Fed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.</p>\n<p>\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.</p>\n<p>If the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.</p>\n<p>\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.</p>\n<p>A Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.</p>\n<p>The Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&amp;P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.</p>\n<p>Nine of the 11 major S&amp;P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology&nbsp;falling 1%, showing the next biggest losses.</p>\n<p>The only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.</p>\n<p>Healthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.</p>\n<p>In consumer staples, heavyweight electric car maker Tesla&nbsp;was the biggest percentage decliner, falling 6%.</p>\n<p>Markets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.</p>\n<p>Wall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.</p>\n<p>Data showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.</p>\n<p>GameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.</p>\n<p>On U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","BK4504":"桥水持仓","CVS":"西维斯健康","BK4099":"汽车制造商","DOG":"道指反向ETF","BK4548":"巴美列捷福持仓","QID":"纳指两倍做空ETF",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","BK4196":"保健护理服务","CPI":"IQ Real Return ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4527":"明星科技股","GME":"游戏驿站","BK4550":"红杉资本持仓","PFE":"辉瑞","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4076":"电脑与电子产品零售","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","BK4551":"寇图资本持仓","BK4547":"WSB热门概念"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190964556","content_text":"Wall Street closed lower on Thursday as investors banked some profits after three straight days of gains and turned their focus toward upcoming inflation data and how it might influence the Federal Reserve's meeting next week.\nThe Nasdaq was down more sharply than the S&P 500 while the Dow was virtually flat, ending down less than 1 point.\nInvestors were in a waiting game ahead of U.S. consumer prices index inflation data due Friday morning. A higher-than-expected reading would strengthen the case for a policy tightening decision at the U.S. central bank's meeting.\nIn the first three days of the week, the Nasdaq rallied 4.7%, the S&P advanced 3.6% and the Dow gained 3.4% as fears abated about the latest coronavirus variant Omicron.\n\"We had a rip roaring rally. There's still nervous people out there,\" said Dennis Dick, head of markets structure, proprietary trader at Bright Trading LLC in Las Vegas.\n\"We'd a Omicron relief rally but the underlying problem still remains, that the Fed's taking the punchbowl away.\"\nJoe Quinlan, chief market strategist for the CIO office of Bank of America, said investors may be taking profits and pausing buying after the three days of gains.\n\"Also there may be a little risk-off trade ahead of the CPI number on Friday,\" he said. \"If it comes in hotter than expected it really shines the light and the focus on the Fed meeting. The pressure would build on the Fed for a faster tapering.\"\nFed Chair Powell signaled last week that the meeting would include a discussion about a faster tapering of bond-buying.\n\"It would reaffirm in many people's minds that the Fed is behind the curve,\" said Quinlan.\nIf the inflation number implies a need to hike rates faster, this \"would put pressure on technology and give a bid to cyclicals\" he said.\n\"You'd want to buy the companies that could pass on these higher costs to consumers. That undermines the growth story. You want to own more cyclicals and value than growth,\" said Quinlan.\nA Reuters poll of economists predicted the Fed would raise rates by 25 basis points to 0.25-0.50% in the third quarter of next year. However, most saw the risk that a hike comes even sooner.\nThe Dow Jones Industrial Average fell 0.06 points to 35,754.69, the S&P 500 lost 33.76 points, or 0.72%, to 4,667.45 and the Nasdaq Composite dropped 269.62 points, or 1.71%, to 15,517.37.\nNine of the 11 major S&P sectors declined, with consumer discretionary down 1.7%, losing the most and real estate , down 1.4%, and information technology falling 1%, showing the next biggest losses.\nThe only sector gainers were healthcare up 0.2% and consumer staples which clung to a 0.06% advance.\nHealthcare was boosted by a CVS Health Corp share gain of 4.5% after the drugstore operator raised its 2021 profit forecast.\nIn consumer staples, heavyweight electric car maker Tesla was the biggest percentage decliner, falling 6%.\nMarkets have seesawed since late November when the Omicron variant was discovered. Investors worried it could upend a global recovery at a time of surging inflation with Fed commentary exacerbating volatility.\nWall Street's main indexes were supported this week by an update showing Pfizer and BioNTech's vaccine offered some protection against the Omicron variant.\nData showed initial claims for state unemployment benefits tumbled 43,000 last week to 184,000, the lowest level in more than 52 years.\nGameStop Corp fell 10% after the video game retailer popular among retail investors said it was issued a subpoena by the U.S. securities regulator back in August for documents on an investigation into its share trading activity.\nDeclining issues outnumbered advancing ones on the NYSE by a 3.03-to-1 ratio; on Nasdaq, a 3.05-to-1 ratio favored decliners.\nThe S&P 500 posted 23 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 34 new highs and 68 new lows.\nOn U.S. exchanges 9.75 billion shares changed hands compared with the 11.41 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873296464,"gmtCreate":1636944255551,"gmtModify":1636944255606,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873296464","repostId":"1132857367","repostType":4,"repost":{"id":"1132857367","pubTimestamp":1636942873,"share":"https://www.laohu8.com/m/news/1132857367?lang=&edition=full","pubTime":"2021-11-15 10:21","market":"us","language":"en","title":"IBM: Shareholders Must Prepare For An Ideological Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=1132857367","media":"seekingalpha","summary":"Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing c","content":"<p>Summary</p>\n<ul>\n <li>CEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.</li>\n <li>Investors must begin to re-rate IBM and can no longer look at the company as a blue-chip dividend grower.</li>\n <li>With the new growth initiatives the company is undertaking, shares look attractive as of now.</li>\n</ul>\n<p><b>The Thesis</b></p>\n<p>Since the early 2000s, IBM (IBM) has become the quintessential IT company whose technology is deployed in almost every industry.However, as of late it seems as if the once rapidly growing cloud company has hit a wall - frustrating many shareholders. When former CEO Ginni Rometty stepped down from her post, and Arvind Krishna took over, he&nbsp;promised a return&nbsp;to the strong growth days of IBM's past. Let's see how well Krishna has delivered on his promise and where the company is trending under his leadership.</p>\n<p>The Move To Growth</p>\n<p>Krishna has taken a \"retooling\" strategy to shift the company's strategy to growth. The company was already in AI and cloud, however, this wasn't the main focus of the company, nor was it the leading driver. Thus comes the move to spin off Kyndryl (KD), IBM's managed infrastructure business.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e1e2e08515c9e9cb14e4f69f5fdc92\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(NewCo was the temporary name before Kyndryl)</span></p>\n<p>Once its largest revenue generator, the move was initially unwelcomed by conservative shareholders simply looking to capitalize on the protection IBM's yield provided. However, recent regulatory filings show why the move was necessary, not only for Krishna's growth strategy but also to give a significant cash flow boost. Kyndryl's revenue has decreased by nearly 11% since 2018 from $21.8B to just $19.35B, additionally, net loss more than doubled since 2019, from $943M to now $2.01B with gross margins declining from a high of 12.8% in 2019 to just 10.3% as of the previous quarter. Declining revenue and increased losses are not going to cut it for a company targeting growth or even one trying to return value to shareholders through strong cash flow generation.</p>\n<p>On the other side of IBM's mission to spin off its legacy businesses comes acquisitional growth. It starts with Red Hat, the open-source enterprise company that IBM integrated into its hybrid cloud. Although the purchase came under Rometty, Krishna is credited as the architect of the extremely strategic deal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e442712b1b9be89dbdbcf579b3f1c53f\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: IBM Investor Briefing 2021</span></p>\n<p>Used by 94% of the Fortune 500, not only was IBM able to expand its customer base but also through its established cloud business, Red Hat was able to see 43% revenue growth going from $3.5B to now $5B in revenues. Out of all the sub-sets within IBM's cloud business, Red Hat is leading and as the company continues to shrink its focus on the growth avenues of cloud &amp; AI, the \"Red Hat\" effect is sure to be seen everywhere.</p>\n<p>Another consequential acquisition under Krishna was Turbonomic. The enterprise software company helps in the digital transformation process by simulating supply and demand trends beforehand such that businesses can efficiently allocate their resources across the cloud. Not only are automation abilities that Turbonomic can add to IBM's cloud attractive, but the fact that they work with almost 1/3 of the Fortune 500 helps IBM meaningfully expand their exposure within top companies. Combined with other enterprise offerings like Red Hat, more and more companies will be forced to spend on IBM products, providing them with a strategic competitive advantage and pricing power.</p>\n<p>It should be noted that Red Hat and Turbonomic are just the two largest deals IBM has announced under Krishna. The CEO has made a flurry of other deals including Spanugo: a cloud cybersecurity company; WDG: a robotic process automation company; and Nordcloud and 7Summits: both of which are cloud consulting companies, just to name a few. As IBM zones into the cloud &amp; AI, new growth avenues have opened up, including data fabric opportunities and automation. Many of these acquisitions are helping the company inorganically take advantage of the growing cloud space.</p>\n<p>In addition to spinoffs and acquisitions, the company has made an effort to organically grow through heavy investments in the R&amp;D space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19676bb6b7061f2033d5bd5d30ff423f\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>In 2020, the company hit a new record for R&amp;D expense at nearly $6.3B, and 2021 looks to be even higher as Q2 set a new quarterly R&amp;D expense record just north of $1.65B. This once again reflects Krishna's desire to hyperfocus the company on growth within the cloud &amp; AI businesses. From both an inorganic perspective through a variety of deals and an organic perspective through investing in new technologies, we are in the first stages of what looks like a new era for IBM.</p>\n<p>The Cost of Growth</p>\n<p>Heavy investments in the growth and reshaping of IBM have hit profitability in a big way. In Q2, IBM claimed to have a \"strong balance sheet and liquidity\" position, however, data indicates otherwise.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/518f5644ab17fc6685140b22c09b531c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>At the most basic level, we can see that total liabilities hit a new record during Q4 of the previous year at $135.2B, and continue to remain at elevated levels for the company. Additionally, debt has more than doubled, with much of this coming through Krishna's all-important Red Hat acquisition in 2018 and 2019, which has spearheaded his growth strategy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c443aebc8de828c030f1ff6d9d2c7453\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>Taking a deeper look we see that the debt-to-equity continues to trend higher, staying above the historical average, indicating that IBM continues to incur debt to finance its growth. This is further validated by the highly leveraged balance sheet which sits at the third-highest level in company history at a whopping 3.23x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/671a4e54b7f4a949a925f51e8e3ffc44\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Source: Created by author using data from Stock Analysis</span></p>\n<p>IBM's long-standing dividend growth has also been impacted, slowing to just 1.24% this past year. With the company increasingly inclined to pour cash into things like R&amp;D, M&amp;A, or even paying off their ballooning debt, don't be shocked if dividend growth stalls at this level or the dividend itself is cut in favor of internal developments.</p>\n<p>A New Outlook</p>\n<p>Now, at face value, high debt, high leverage, and a slowing dividend sounds like a company is trending in the wrong direction; however, for IBM we believe these things are necessary. If the company wants to deliver on Arvind Krishna's goal of growth, the time to spend money on fast-growing companies is now. The time to put cash into R&amp;D to develop new product solutions is now. The time to consolidate the business to only high growth verticals, regardless of the costs it incurs, is now.</p>\n<p>Too long have shareholders been disappointed by declining revenue and profit figures. If the company wants to generate long-term value and keep up with the increasingly competitive technology space, they need to focus on growth at all costs. Red Hat and Turbonomic should only be the start for Krishna as he must continue to make key acquisitions to justify the deteriorating balance sheet.</p>\n<p>With this new direction that IBM is taking, the stock itself also needs a re-rating. We can no longer look at the company as a blue-chip dividend growth company rather one that is in the midst of a transition towards double-digit growth. And through the lens of a growing tech company, not only does the opportunity presented by Red Hat and other acquisitions look attractive, but the balance sheet also looks investable.</p>\n<p>Sustainability</p>\n<p>At North Post Research, we have recognized the importance of valuing companies not only by traditional metrics, but also by their Environmental, Social, and Governance (ESG) goals. In addition to our analysis, we will be adding a sustainability scorecard that grades the beliefs and initiatives of each company. IBM's full sustainability report can be foundhere. Its total average score was 9.33.</p>\n<p>Environmental: 10/10</p>\n<p>IBM's multifaceted approach for creating good tech for the environment is one of the best in the industry. The 6 step process includes providing climate and infrastructure risk management, which uses IoT data and AI analytics to create predictively CO2 and waste generation models that help businesses develop sustainable solutions from the bottom up.</p>\n<p>These efforts have resulted in a 56.6% reduction in CO2 emissions across all platforms. To put this into perspective, IBM was targeting a 40% reduction by 2025, meaning they crushed their goal by double digits 5 years early, that's simply unheard of.</p>\n<p>Another point of emphasis for the company has been making greener, more traceable supply chains. Their Blockchain Transparent Supply product offering allows for business and supply chain partners to create a data-sharing ecosystem to ensure that products efficiently get from Point A to Point B.</p>\n<p>These solutions have led to practical impacts from a business and consumer perspective. Take the Norwegian seafood industry, one that has been reeling due to a lack of trust by consumers for the under-regulation and fraud in aquaculture. To turn things around, IBM partnered with Atea, an IT solutions company in the Nordic region, and helped exporters implement traceability solutions using blockchain technology. This means that any supplier that the seafood exchanges hands with has a permanent record entered into a ledger. Any company across the supply chain can access the ledger alongside key data points like where the seafood came from, what was done to transport it, and a number of other statistics. The entire process has worked to create accountability across the supply chain and companies have likely seen numerous benefits from increased revenue and profitability to a more trusting consumer.</p>\n<p>IBM earns a perfect score for its sustainability efforts and using technology to foster a greener society.</p>\n<p>Social: 10/10</p>\n<p>The tech giant's social impact starts with its scalable education initiatives which have led to practical benefits for many. Have you ever heard of a school that provides students with a high school diploma, an associate's degree, specialized career training in a growing field, as well as real-world opportunities at top companies? Well, IBM's innovative P-Tech educational model has made waves by efficiently developing students into high-achieving leaders. The program spans 28 different countries and has reached thousands of students in 260+ schools it serves. With more schools scheduled to be added to this growing list, the impact that the program can have is astronomical.</p>\n<p>IBM's STEM for Girls initiative has also seen a similar trend. Initially started in 2019 to help young girls in rural India, the program has now globally expanded to 8 new countries and engaged over 140,000 women, providing them with career pathways and opportunities in STEM-related fields.</p>\n<p>Moving on to company inclusion and diversity, IBM is hitting it out of the park. For the 19th consecutive year, they scored a perfect score on the Human Rights Campaign (HRC) Corporate Equality Index. The overall company is well-renowned as one of the champions of equal opportunity as outlined in their Equal Opportunity Policy and takes pride in its rich cultural history. With one of the most creative women in tech, Ginni Rometty, as a former head, and now an Indian-America, Arvind Krishna, leading the company we are confident they will continue these policies.</p>\n<p>For their consistent social policies, IBM earns another perfect score.</p>\n<p>Governance: 8/10</p>\n<p>One of IBM's core principles is ethically using technology to work in the best interest of clients. To improve the transparency for the AI-based solutions, IBM's research division created \"AI Factsheets\" which guide companies on how to most efficiently use product offerings to optimize their business. These factsheets are slowly being integrated into Watson to create a scalable, personal, and trustworthy AI that any company can take advantage of.</p>\n<p>IBM is also leading the global charge to accelerate the adoption of inclusive AI by being one of 100 companies participating in the Global AI Action Alliance (GAIA). By working towards creating an ethical technological learning community through GAIA, as well as CEO Arvind Krishna serving on one of the committees of the community, IBM truly embodies the meaning of sustainable technology.</p>\n<p>From Ginni Rometty to Krishna, the constructive and innovative company culture hasn't missed a beat, if anything it has been further reinforced. Our only complaint regarding IBM is the amount of cybersecurity information they disclose. We believe all tech companies, especially ones like IBM which manage a significant amount of data through their AI and cloud services, need to release a public cybersecurity report that details the current state of breaches, potential attacks, and what is being done to keep clients safe. Although this cuts 2 points from the company's score, the strong, ethical governance structure should be a model for others in the industry.</p>\n<p>Takeaways</p>\n<p>As IBM continues to consolidate and hone in on its true core business, a long runway of growth awaits it. With shares down almost 20% from all-time highs, we believe now is a perfect time to average down or initiate a position in this portfolio keeper.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM: Shareholders Must Prepare For An Ideological Shift</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\">\nIBM: Shareholders Must Prepare For An Ideological Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.\nInvestors must begin to re-rate IBM and can no longer look at the company as a blue-...</p>\n\n<a href=\"https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4469304-ibm-stock-buy-prepare-for-ideological-shift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132857367","content_text":"Summary\n\nCEO Arvind Krishna is retooling the company from a lethargic legacy business to a growing cloud behemoth.\nInvestors must begin to re-rate IBM and can no longer look at the company as a blue-chip dividend grower.\nWith the new growth initiatives the company is undertaking, shares look attractive as of now.\n\nThe Thesis\nSince the early 2000s, IBM (IBM) has become the quintessential IT company whose technology is deployed in almost every industry.However, as of late it seems as if the once rapidly growing cloud company has hit a wall - frustrating many shareholders. When former CEO Ginni Rometty stepped down from her post, and Arvind Krishna took over, he promised a return to the strong growth days of IBM's past. Let's see how well Krishna has delivered on his promise and where the company is trending under his leadership.\nThe Move To Growth\nKrishna has taken a \"retooling\" strategy to shift the company's strategy to growth. The company was already in AI and cloud, however, this wasn't the main focus of the company, nor was it the leading driver. Thus comes the move to spin off Kyndryl (KD), IBM's managed infrastructure business.\n(NewCo was the temporary name before Kyndryl)\nOnce its largest revenue generator, the move was initially unwelcomed by conservative shareholders simply looking to capitalize on the protection IBM's yield provided. However, recent regulatory filings show why the move was necessary, not only for Krishna's growth strategy but also to give a significant cash flow boost. Kyndryl's revenue has decreased by nearly 11% since 2018 from $21.8B to just $19.35B, additionally, net loss more than doubled since 2019, from $943M to now $2.01B with gross margins declining from a high of 12.8% in 2019 to just 10.3% as of the previous quarter. Declining revenue and increased losses are not going to cut it for a company targeting growth or even one trying to return value to shareholders through strong cash flow generation.\nOn the other side of IBM's mission to spin off its legacy businesses comes acquisitional growth. It starts with Red Hat, the open-source enterprise company that IBM integrated into its hybrid cloud. Although the purchase came under Rometty, Krishna is credited as the architect of the extremely strategic deal.\nSource: IBM Investor Briefing 2021\nUsed by 94% of the Fortune 500, not only was IBM able to expand its customer base but also through its established cloud business, Red Hat was able to see 43% revenue growth going from $3.5B to now $5B in revenues. Out of all the sub-sets within IBM's cloud business, Red Hat is leading and as the company continues to shrink its focus on the growth avenues of cloud & AI, the \"Red Hat\" effect is sure to be seen everywhere.\nAnother consequential acquisition under Krishna was Turbonomic. The enterprise software company helps in the digital transformation process by simulating supply and demand trends beforehand such that businesses can efficiently allocate their resources across the cloud. Not only are automation abilities that Turbonomic can add to IBM's cloud attractive, but the fact that they work with almost 1/3 of the Fortune 500 helps IBM meaningfully expand their exposure within top companies. Combined with other enterprise offerings like Red Hat, more and more companies will be forced to spend on IBM products, providing them with a strategic competitive advantage and pricing power.\nIt should be noted that Red Hat and Turbonomic are just the two largest deals IBM has announced under Krishna. The CEO has made a flurry of other deals including Spanugo: a cloud cybersecurity company; WDG: a robotic process automation company; and Nordcloud and 7Summits: both of which are cloud consulting companies, just to name a few. As IBM zones into the cloud & AI, new growth avenues have opened up, including data fabric opportunities and automation. Many of these acquisitions are helping the company inorganically take advantage of the growing cloud space.\nIn addition to spinoffs and acquisitions, the company has made an effort to organically grow through heavy investments in the R&D space.\nSource: Created by author using data from Stock Analysis\nIn 2020, the company hit a new record for R&D expense at nearly $6.3B, and 2021 looks to be even higher as Q2 set a new quarterly R&D expense record just north of $1.65B. This once again reflects Krishna's desire to hyperfocus the company on growth within the cloud & AI businesses. From both an inorganic perspective through a variety of deals and an organic perspective through investing in new technologies, we are in the first stages of what looks like a new era for IBM.\nThe Cost of Growth\nHeavy investments in the growth and reshaping of IBM have hit profitability in a big way. In Q2, IBM claimed to have a \"strong balance sheet and liquidity\" position, however, data indicates otherwise.\nSource: Created by author using data from Stock Analysis\nAt the most basic level, we can see that total liabilities hit a new record during Q4 of the previous year at $135.2B, and continue to remain at elevated levels for the company. Additionally, debt has more than doubled, with much of this coming through Krishna's all-important Red Hat acquisition in 2018 and 2019, which has spearheaded his growth strategy.\nSource: Created by author using data from Stock Analysis\nTaking a deeper look we see that the debt-to-equity continues to trend higher, staying above the historical average, indicating that IBM continues to incur debt to finance its growth. This is further validated by the highly leveraged balance sheet which sits at the third-highest level in company history at a whopping 3.23x.\nSource: Created by author using data from Stock Analysis\nIBM's long-standing dividend growth has also been impacted, slowing to just 1.24% this past year. With the company increasingly inclined to pour cash into things like R&D, M&A, or even paying off their ballooning debt, don't be shocked if dividend growth stalls at this level or the dividend itself is cut in favor of internal developments.\nA New Outlook\nNow, at face value, high debt, high leverage, and a slowing dividend sounds like a company is trending in the wrong direction; however, for IBM we believe these things are necessary. If the company wants to deliver on Arvind Krishna's goal of growth, the time to spend money on fast-growing companies is now. The time to put cash into R&D to develop new product solutions is now. The time to consolidate the business to only high growth verticals, regardless of the costs it incurs, is now.\nToo long have shareholders been disappointed by declining revenue and profit figures. If the company wants to generate long-term value and keep up with the increasingly competitive technology space, they need to focus on growth at all costs. Red Hat and Turbonomic should only be the start for Krishna as he must continue to make key acquisitions to justify the deteriorating balance sheet.\nWith this new direction that IBM is taking, the stock itself also needs a re-rating. We can no longer look at the company as a blue-chip dividend growth company rather one that is in the midst of a transition towards double-digit growth. And through the lens of a growing tech company, not only does the opportunity presented by Red Hat and other acquisitions look attractive, but the balance sheet also looks investable.\nSustainability\nAt North Post Research, we have recognized the importance of valuing companies not only by traditional metrics, but also by their Environmental, Social, and Governance (ESG) goals. In addition to our analysis, we will be adding a sustainability scorecard that grades the beliefs and initiatives of each company. IBM's full sustainability report can be foundhere. Its total average score was 9.33.\nEnvironmental: 10/10\nIBM's multifaceted approach for creating good tech for the environment is one of the best in the industry. The 6 step process includes providing climate and infrastructure risk management, which uses IoT data and AI analytics to create predictively CO2 and waste generation models that help businesses develop sustainable solutions from the bottom up.\nThese efforts have resulted in a 56.6% reduction in CO2 emissions across all platforms. To put this into perspective, IBM was targeting a 40% reduction by 2025, meaning they crushed their goal by double digits 5 years early, that's simply unheard of.\nAnother point of emphasis for the company has been making greener, more traceable supply chains. Their Blockchain Transparent Supply product offering allows for business and supply chain partners to create a data-sharing ecosystem to ensure that products efficiently get from Point A to Point B.\nThese solutions have led to practical impacts from a business and consumer perspective. Take the Norwegian seafood industry, one that has been reeling due to a lack of trust by consumers for the under-regulation and fraud in aquaculture. To turn things around, IBM partnered with Atea, an IT solutions company in the Nordic region, and helped exporters implement traceability solutions using blockchain technology. This means that any supplier that the seafood exchanges hands with has a permanent record entered into a ledger. Any company across the supply chain can access the ledger alongside key data points like where the seafood came from, what was done to transport it, and a number of other statistics. The entire process has worked to create accountability across the supply chain and companies have likely seen numerous benefits from increased revenue and profitability to a more trusting consumer.\nIBM earns a perfect score for its sustainability efforts and using technology to foster a greener society.\nSocial: 10/10\nThe tech giant's social impact starts with its scalable education initiatives which have led to practical benefits for many. Have you ever heard of a school that provides students with a high school diploma, an associate's degree, specialized career training in a growing field, as well as real-world opportunities at top companies? Well, IBM's innovative P-Tech educational model has made waves by efficiently developing students into high-achieving leaders. The program spans 28 different countries and has reached thousands of students in 260+ schools it serves. With more schools scheduled to be added to this growing list, the impact that the program can have is astronomical.\nIBM's STEM for Girls initiative has also seen a similar trend. Initially started in 2019 to help young girls in rural India, the program has now globally expanded to 8 new countries and engaged over 140,000 women, providing them with career pathways and opportunities in STEM-related fields.\nMoving on to company inclusion and diversity, IBM is hitting it out of the park. For the 19th consecutive year, they scored a perfect score on the Human Rights Campaign (HRC) Corporate Equality Index. The overall company is well-renowned as one of the champions of equal opportunity as outlined in their Equal Opportunity Policy and takes pride in its rich cultural history. With one of the most creative women in tech, Ginni Rometty, as a former head, and now an Indian-America, Arvind Krishna, leading the company we are confident they will continue these policies.\nFor their consistent social policies, IBM earns another perfect score.\nGovernance: 8/10\nOne of IBM's core principles is ethically using technology to work in the best interest of clients. To improve the transparency for the AI-based solutions, IBM's research division created \"AI Factsheets\" which guide companies on how to most efficiently use product offerings to optimize their business. These factsheets are slowly being integrated into Watson to create a scalable, personal, and trustworthy AI that any company can take advantage of.\nIBM is also leading the global charge to accelerate the adoption of inclusive AI by being one of 100 companies participating in the Global AI Action Alliance (GAIA). By working towards creating an ethical technological learning community through GAIA, as well as CEO Arvind Krishna serving on one of the committees of the community, IBM truly embodies the meaning of sustainable technology.\nFrom Ginni Rometty to Krishna, the constructive and innovative company culture hasn't missed a beat, if anything it has been further reinforced. Our only complaint regarding IBM is the amount of cybersecurity information they disclose. We believe all tech companies, especially ones like IBM which manage a significant amount of data through their AI and cloud services, need to release a public cybersecurity report that details the current state of breaches, potential attacks, and what is being done to keep clients safe. Although this cuts 2 points from the company's score, the strong, ethical governance structure should be a model for others in the industry.\nTakeaways\nAs IBM continues to consolidate and hone in on its true core business, a long runway of growth awaits it. With shares down almost 20% from all-time highs, we believe now is a perfect time to average down or initiate a position in this portfolio keeper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873190250,"gmtCreate":1636871970718,"gmtModify":1636871970718,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873190250","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","pubTimestamp":1636854571,"share":"https://www.laohu8.com/m/news/1130613433?lang=&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p>A parade of retailers report earnings as their share prices remain buoyant</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d277b8ff1b6b6711ba0749313119f04\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Shutterstock</span></p>\n<p>Retailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can&nbsp;make or break retailers&nbsp;large and small.</p>\n<p>Analysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.</p>\n<p>It has been a good run for stocks of retailers in recent weeks, with the&nbsp;<b>SPDR S&amp;P Retail ETF</b>(NYSEARCA:<b><u>XRT</u></b>) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.</p>\n<p>Strong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.</p>\n<ul>\n <li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li>\n <li><b>Home Depot</b>(NYSE:<b><u>HD</u></b>)</li>\n <li><b>La-Z-Boy</b>(NYSE:<b><u>LZB</u></b>)</li>\n <li><b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>)</li>\n <li><b>Target</b>(NYSE:<b><u>TGT</u></b>)</li>\n <li><b>Macy’s</b>(NYSE:<b><u>M</u></b>)</li>\n <li><b>Foot Locker</b>(NYSE:<b><u>FL</u></b>)</li>\n</ul>\n<p><b>Walmart (WMT)</b></p>\n<p>First out of the gate&nbsp;next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.</p>\n<p>The retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.</p>\n<p>However, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.</p>\n<p>A strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking&nbsp;for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.</p>\n<p>The company has received several bullish analyst ratings recently, with&nbsp;<b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)&nbsp;adding the stockto its “conviction buy” list in October. The&nbsp;median price target&nbsp;on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.</p>\n<p><b>Home Depot (HD)</b></p>\n<p>Also reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.</p>\n<p>Year-to-date, HD stock is&nbsp;up nearly 40%&nbsp;at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.</p>\n<p>Analysts are forecasting&nbsp;that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.</p>\n<p>With home prices continuing to rise in the U.S.,up 20% in August&nbsp;this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.</p>\n<p><b>La-Z-Boy (LZB)</b></p>\n<p>Furniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.</p>\n<p>Over the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the&nbsp;stock remains down 7%&nbsp;on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.</p>\n<p>Analysts expect&nbsp;the company to announce Q3 EPS of 73 cents on revenues of $540 million.&nbsp; La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a&nbsp;clean balance sheet&nbsp;with $391.21 million in cash on hand and $362.64 million in total debt.</p>\n<p>Analysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.</p>\n<p><b>Lowe’s (LOW)</b></p>\n<p>Lowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.</p>\n<p>The rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.</p>\n<p>Equally impressive is the fact that Lowe’s says it now&nbsp;generates 25% of its revenues&nbsp;from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.</p>\n<p>In an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.</p>\n<p>Additionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast&nbsp;that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.</p>\n<p><b>Target (TGT)</b></p>\n<p>Target has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.</p>\n<p>However, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects&nbsp;slower growth&nbsp;from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.</p>\n<p>Much of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.</p>\n<p>Cornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating&nbsp;EPS of $2.81 on revenues of $24.59 billion.</p>\n<p><b>Macy’s (M)</b></p>\n<p>Macy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has&nbsp;increased 175%&nbsp;to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.</p>\n<p>Macy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.</p>\n<p>Founded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been&nbsp;targeted by activist group&nbsp;Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.</p>\n<p>The reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its&nbsp;latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.</p>\n<p><b>Foot Locker (FL)</b></p>\n<p>New York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.</p>\n<p>The company just announced that it is launching a brand&nbsp;new apparel line&nbsp;called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.</p>\n<p>The company also&nbsp;recently completed&nbsp;a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks&nbsp;growth opportunities&nbsp;outside its American home market.</p>\n<p>Analysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for&nbsp;the company to report EPS of $1.35 and revenues of $2.12 billion.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports to Watch Next 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; 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\">\n7 Earnings Reports to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","M":"梅西百货","HD":"家得宝","FL":"富乐客","LOW":"劳氏","LZB":"La-Z-Boy家具","WMT":"沃尔玛"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873190938,"gmtCreate":1636871884993,"gmtModify":1636871924622,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873190938","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</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>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIG":"西格内特珠宝","RCD":"Invesco S&P 500 Equal Weight Consumer Discretionary ETF","TPR":"Tapestry Inc.","BBRYF":"Burberry Group Plc","WMT":"沃尔玛","CAL":"Caleres鞋业","AMZN":"亚马逊","ANF":"爱芬奇","BRBY.UK":"巴宝莉","M":"梅西百货","JWN":"诺德斯特龙"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698295348,"gmtCreate":1640399607696,"gmtModify":1640399766265,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698295348","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","MSFT":"微软","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698292731,"gmtCreate":1640399551223,"gmtModify":1640399765165,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698292731","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","MSFT":"微软","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690164454,"gmtCreate":1639647902791,"gmtModify":1639647902939,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690164454","repostId":"1124607703","repostType":4,"repost":{"id":"1124607703","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":1639646570,"share":"https://www.laohu8.com/m/news/1124607703?lang=&edition=full","pubTime":"2021-12-16 17:22","market":"us","language":"en","title":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1124607703","media":"Tiger Newspress","summary":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third q","content":"<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p>\n<p>The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</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>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter</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\">\nTrip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter\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\">2021-12-16 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.<img src=\"https://static.tigerbbs.com/53c1005b67645f756e2c1dfbde1a2276\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. </p>\n<p>The adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124607703","content_text":"Trip.com jumped over 4% in premarket trading as its revenue achieved 5.3 billion yuan in the third quarter.According to the financial report, the revenue in the third quarter was 5.3 billion yuan. In terms of business, the income from accommodation booking was 2.2 billion yuan, the income from transportation ticketing was 1.8 billion yuan, the income from tourism and vacation was 392 million yuan, and the income from business travel management was 338 million yuan. \nThe adjusted EBITDA (profit before tax, interest, depreciation and amortization) is 537 million yuan, and the adjusted EBITDA profit rate is 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873298116,"gmtCreate":1636944149248,"gmtModify":1636944149305,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873298116","repostId":"2183425810","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849859084,"gmtCreate":1635744255069,"gmtModify":1635744307564,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","listText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$https://www.businesstimes.com.sg/companies-markets/sgx-to-invest-close-to-us200m-in-a-private-equity-fund-managed-by-7ridge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849859084","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832769180,"gmtCreate":1629678493640,"gmtModify":1633683376776,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"stagnant&nbsp;","listText":"stagnant&nbsp;","text":"stagnant","images":[{"img":"https://static.tigerbbs.com/da583bbc5e4f3cd002e4ce42fe28cb87","width":"720","height":"2210"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832769180","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":846351931,"gmtCreate":1636061391525,"gmtModify":1636061391679,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"🤞","listText":"🤞","text":"🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846351931","repostId":"1144131531","repostType":4,"repost":{"id":"1144131531","pubTimestamp":1636022596,"share":"https://www.laohu8.com/m/news/1144131531?lang=&edition=full","pubTime":"2021-11-04 18:43","market":"us","language":"en","title":"5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1144131531","media":"Motley Fool","summary":"These were some of the fastest-growing large-cap stocks on the planet over a three-year stretch.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Be careful: Sales growth alone doesn't always give you the full story about a company.</li>\n</ul>\n<p>Since the Great Recession ended in 2009, no group of companies has performed better than&nbsp;growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.</p>\n<p>And it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five&nbsp;large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddae655c5dfcf584e1db5b561b7b2051\" tg-width=\"2000\" tg-height=\"1529\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Nio: 447% implied sales growth by 2023</b></p>\n<p>Electric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.</p>\n<p>It's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.</p>\n<p>Nio's rapid sales growth&nbsp;is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.</p>\n<p>In exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.</p>\n<p>Assuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0952a9abfc3d69f1c7af0861a2d97b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Snowflake: 401% implied sales growth by 2023</b></p>\n<p>Although double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company&nbsp;<b>Snowflake</b>(NYSE:SNOW)&nbsp;seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.</p>\n<p>The Snowflake growth story&nbsp;is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.</p>\n<p>Further, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.</p>\n<p>The big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537b181fc66378021049916184ef4425\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Sea Limited: 322% implied sales growth by 2023</b></p>\n<p>Another large-cap stock with big-time sales-growth expectations is Singapore-based&nbsp;<b>Sea Limited</b>(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.</p>\n<p>Sea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate&nbsp;is significantly higher than the industry average.</p>\n<p>The company's&nbsp;most exciting segment&nbsp;is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.</p>\n<p>Lastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>AMC Entertainment: 313% implied sales growth by 2023</b></p>\n<p>Sometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock&nbsp;<b>AMC Entertainment</b>(NYSE:AMC)&nbsp;is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.</p>\n<p>Whether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.</p>\n<p>Even though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.</p>\n<p>As for the company, it's unlikely to be profitable any time before 2024, and&nbsp;the math simply doesn't check out&nbsp;as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.</p>\n<p>Even with \"rapid sales growth,\" some companies should be avoided like the plague.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fc13611f3bbe728494e0ef9d530643\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Moderna: 1,304% implied sales growth by 2023</b></p>\n<p>The kingpin of sales growth on this list among large-cap companies is&nbsp;biotech-stock&nbsp;<b>Moderna</b>(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.</p>\n<p>Chances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.</p>\n<p>The&nbsp;big unknown for Moderna&nbsp;is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.</p>\n<p>On the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.</p>\n<p>Considering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023</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\">\n5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nBe careful: Sales growth alone doesn't always give you the full story about a company.\n\nSince the Great Recession ended in 2009, no group of companies has performed better than growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","MRNA":"Moderna, Inc.","AMC":"AMC院线","SE":"Sea Ltd","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144131531","content_text":"Key Points\n\nBe careful: Sales growth alone doesn't always give you the full story about a company.\n\nSince the Great Recession ended in 2009, no group of companies has performed better than growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.\nAnd it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.\nIMAGE SOURCE: GETTY IMAGES.\nNio: 447% implied sales growth by 2023\nElectric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and Nio(NYSE:NIO) is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.\nIt's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.\nNio's rapid sales growth is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.\nIn exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.\nAssuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.\nIMAGE SOURCE: GETTY IMAGES.\nSnowflake: 401% implied sales growth by 2023\nAlthough double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company Snowflake(NYSE:SNOW) seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.\nThe Snowflake growth story is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.\nFurther, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.\nThe big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.\nIMAGE SOURCE: GETTY IMAGES.\nSea Limited: 322% implied sales growth by 2023\nAnother large-cap stock with big-time sales-growth expectations is Singapore-based Sea Limited(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.\nSea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate is significantly higher than the industry average.\nThe company's most exciting segment is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.\nLastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.\nIMAGE SOURCE: GETTY IMAGES.\nAMC Entertainment: 313% implied sales growth by 2023\nSometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock AMC Entertainment(NYSE:AMC) is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.\nWhether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.\nEven though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.\nAs for the company, it's unlikely to be profitable any time before 2024, and the math simply doesn't check out as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.\nEven with \"rapid sales growth,\" some companies should be avoided like the plague.\nIMAGE SOURCE: GETTY IMAGES.\nModerna: 1,304% implied sales growth by 2023\nThe kingpin of sales growth on this list among large-cap companies is biotech-stock Moderna(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.\nChances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.\nThe big unknown for Moderna is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.\nOn the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.\nConsidering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693818585,"gmtCreate":1639999286544,"gmtModify":1639999286663,"author":{"id":"3575446223809245","authorId":"3575446223809245","name":"Bizkit","avatar":"https://static.tigerbbs.com/1f426eca913ede411e4912f7589cb4ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575446223809245","authorIdStr":"3575446223809245"},"themes":[],"htmlText":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693818585","repostId":"693895740","repostType":1,"repost":{"id":693895740,"gmtCreate":1639996204382,"gmtModify":1639996354835,"author":{"id":"3572513689403855","authorId":"3572513689403855","name":"爱是一道光绿到你发慌","avatar":"https://static.tigerbbs.com/7e0da3d5fd62cf79ce5e5f76e1cafa34","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572513689403855","authorIdStr":"3572513689403855"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","text":"$老虎证券(TIGR)$破4块补仓2000。破3补3000。破2补4000，破1补1万。我对老虎是真爱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693895740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}