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Imrrus
2021-12-20
Good read
Goldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt
Imrrus
2021-12-18
One for the future, or even now
抱歉，原内容已删除
Imrrus
2021-12-17
Buy buy buy
抱歉，原内容已删除
Imrrus
2021-12-10
Great read!
抱歉，原内容已删除
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read ","listText":"Good read ","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693367855","repostId":"1135122268","repostType":4,"repost":{"id":"1135122268","pubTimestamp":1639971487,"share":"https://www.laohu8.com/m/news/1135122268?lang=&edition=full","pubTime":"2021-12-20 11:38","market":"us","language":"en","title":"Goldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt","url":"https://stock-news.laohu8.com/highlight/detail?id=1135122268","media":"Bloomberg","summary":"Ongoing inflation concerns make it unlikely the bill will pass\nOutcome would introduce some risk to ","content":"<ul>\n <li>Ongoing inflation concerns make it unlikely the bill will pass</li>\n <li>Outcome would introduce some risk to March FOMC hike forecast</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4235bced768c2983ac00413579583fd\" tg-width=\"1400\" tg-height=\"933\" width=\"100%\" height=\"auto\"><span>Joe Manchin Photographer: Sarah Silbiger/Bloomberg</span></p>\n<p>Goldman Sachs Group Inc. cut its forecast for U.S. economic growth after Senator Joe Manchin rejected the Biden administration’s roughly $2 trillion tax-and-spend program, leaving Democrats with few options for reviving the economic agenda.</p>\n<p>Goldman said in a research note Sunday that the likely failure of the Build Back Better legislation had prompted it to lower its real gross domestic product forecasts in 2022 to:</p>\n<ul>\n <li>2% in the first quarter from 3% previously</li>\n <li>3% in the second quarter versus. 3.5% before; and</li>\n <li>2.75% in the third quarter from 3% prior</li>\n</ul>\n<p>“We recently put the probability of a modified version of the BBB legislation passing at slightly better than even but, in light of Manchin’s comments, the odds have clearly declined and we will remove the assumption from our forecast,” Goldman economists led by Jan Hatzius said.</p>\n<p>Manchin’s announcement caught the White House off guard, following weeks of negotiations between President Joe Biden and the West Virginia Democrat and just a day after the Senate adjourned for the holidays.</p>\n<p>The administration now must determine whether it can salvage some of the tax-and-spending bill to address Manchin’s demands while maintaining the support of the rest of the Democratic caucus.</p>\n<p>Goldman said its forecast for headline CPI to reach as high as 7% in the next few months before easing means the inflation concerns Manchin and others had expressed are likely to persist, making passage more difficult. It said the omicron variant is also likely to shift political attention back to virus-related issues and away from long-term reforms.</p>\n<p>In terms of monetary policy, it said most Federal Reserve officials likely expected the BBB Act or something like it to become law, adding that a failure to pass it “would introduce some risk” to Goldman’s expectation the FOMC will deliver the first interest-rate hike in March.</p>\n<p>The note added there “is still a good chance” that Congress enacts a much smaller set of fiscal proposals dealing with manufacturing incentives and supply chain issues.</p>\n<p>“There is also still a chance that Congress retroactively extends the expanded child tax credit, with some modifications, though we think the odds of this occurring are less than even,” Goldman said.</p>\n<p>S&P 500 futures dropped as much as 0.9% on Monday, while yields on 10-year Treasuries fell three basis points as risk-off sentiment swept markets. Asian stocks dropped.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt</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\">\nGoldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 11:38 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-20/goldman-cuts-u-s-gdp-forecast-after-manchin-won-t-back-bill?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ongoing inflation concerns make it unlikely the bill will pass\nOutcome would introduce some risk to March FOMC hike forecast\n\nJoe Manchin Photographer: Sarah Silbiger/Bloomberg\nGoldman Sachs Group Inc...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-20/goldman-cuts-u-s-gdp-forecast-after-manchin-won-t-back-bill?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-20/goldman-cuts-u-s-gdp-forecast-after-manchin-won-t-back-bill?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135122268","content_text":"Ongoing inflation concerns make it unlikely the bill will pass\nOutcome would introduce some risk to March FOMC hike forecast\n\nJoe Manchin Photographer: Sarah Silbiger/Bloomberg\nGoldman Sachs Group Inc. cut its forecast for U.S. economic growth after Senator Joe Manchin rejected the Biden administration’s roughly $2 trillion tax-and-spend program, leaving Democrats with few options for reviving the economic agenda.\nGoldman said in a research note Sunday that the likely failure of the Build Back Better legislation had prompted it to lower its real gross domestic product forecasts in 2022 to:\n\n2% in the first quarter from 3% previously\n3% in the second quarter versus. 3.5% before; and\n2.75% in the third quarter from 3% prior\n\n“We recently put the probability of a modified version of the BBB legislation passing at slightly better than even but, in light of Manchin’s comments, the odds have clearly declined and we will remove the assumption from our forecast,” Goldman economists led by Jan Hatzius said.\nManchin’s announcement caught the White House off guard, following weeks of negotiations between President Joe Biden and the West Virginia Democrat and just a day after the Senate adjourned for the holidays.\nThe administration now must determine whether it can salvage some of the tax-and-spending bill to address Manchin’s demands while maintaining the support of the rest of the Democratic caucus.\nGoldman said its forecast for headline CPI to reach as high as 7% in the next few months before easing means the inflation concerns Manchin and others had expressed are likely to persist, making passage more difficult. It said the omicron variant is also likely to shift political attention back to virus-related issues and away from long-term reforms.\nIn terms of monetary policy, it said most Federal Reserve officials likely expected the BBB Act or something like it to become law, adding that a failure to pass it “would introduce some risk” to Goldman’s expectation the FOMC will deliver the first interest-rate hike in March.\nThe note added there “is still a good chance” that Congress enacts a much smaller set of fiscal proposals dealing with manufacturing incentives and supply chain issues.\n“There is also still a chance that Congress retroactively extends the expanded child tax credit, with some modifications, though we think the odds of this occurring are less than even,” Goldman said.\nS&P 500 futures dropped as much as 0.9% on Monday, while yields on 10-year Treasuries fell three basis points as risk-off sentiment swept markets. Asian stocks dropped.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699687001,"gmtCreate":1639792668873,"gmtModify":1639792949254,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"One for the future, or even now","listText":"One for the future, or even now","text":"One for the future, or even now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699687001","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690724504,"gmtCreate":1639711498146,"gmtModify":1639711498146,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690724504","repostId":"1110569435","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605381734,"gmtCreate":1639113923857,"gmtModify":1639113953346,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great read! ","listText":"Great read! ","text":"Great read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605381734","repostId":"1101819426","repostType":4,"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690724504,"gmtCreate":1639711498146,"gmtModify":1639711498146,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690724504","repostId":"1110569435","repostType":4,"repost":{"id":"1110569435","pubTimestamp":1639708350,"share":"https://www.laohu8.com/m/news/1110569435?lang=&edition=full","pubTime":"2021-12-17 10:32","market":"us","language":"en","title":"Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.","url":"https://stock-news.laohu8.com/highlight/detail?id=1110569435","media":"Barrons","summary":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted ","content":"<p>Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.</p>\n<p>Shopify stock fell 3%, at $1,326.88, in recent trading. The S&P 500 fell 0.9%.</p>\n<p>Mahaney offers a four-part thesis on his more bullish stance on Shopify.</p>\n<p>For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.</p>\n<p>Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only Snap (SNAP) and Uber Technologies (UBER), both beneficiaries of easy 2021 comparisons.</p>\n<p>Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.</p>\n<p>A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.</p>\n<p>Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like Amazon.com (AMZN),Walmart (WMT),Target (TGT),Kohl’s (KSS),Macy’s (M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.</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>Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.</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\">\nShopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 10:32 GMT+8 <a href=https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target...</p>\n\n<a href=\"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110569435","content_text":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.\nShopify stock fell 3%, at $1,326.88, in recent trading. The S&P 500 fell 0.9%.\nMahaney offers a four-part thesis on his more bullish stance on Shopify.\nFor one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.\nMahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only Snap (SNAP) and Uber Technologies (UBER), both beneficiaries of easy 2021 comparisons.\nMahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.\nA third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.\nFinally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like Amazon.com (AMZN),Walmart (WMT),Target (TGT),Kohl’s (KSS),Macy’s (M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693367855,"gmtCreate":1639973408891,"gmtModify":1639973408891,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read ","listText":"Good read ","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693367855","repostId":"1135122268","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699687001,"gmtCreate":1639792668873,"gmtModify":1639792949254,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"One for the future, or even now","listText":"One for the future, or even now","text":"One for the future, or even now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699687001","repostId":"2192597562","repostType":4,"repost":{"id":"2192597562","pubTimestamp":1639752981,"share":"https://www.laohu8.com/m/news/2192597562?lang=&edition=full","pubTime":"2021-12-17 22:56","market":"us","language":"en","title":"Top 10 Metaverse Stocks in META, the World's First Metaverse ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2192597562","media":"Motley Fool","summary":"The Roundhill Ball Metaverse ETF's five largest holdings are Nvidia, Roblox, Microsoft, Meta Platforms, and Unity Software.","content":"<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) to reflect its focus on the metaverse.</p>\n<p>The metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.</p>\n<p>Let's take a look at the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a> </b>(NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.</p>\n<h2>Roundhill Ball Metaverse ETF: Performance and the basics</h2>\n<p>This ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the <b>S&P 500 </b>index has returned 9.5% and the tech-heavy <b>Nasdaq Composite</b> has gained 4.7% over this period.</p>\n<p>The Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.</p>\n<p>This ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.</p>\n<h2>Roundhill Ball Metaverse ETF: Top 10 stock holdings</h2>\n<table>\n <thead>\n <tr>\n <th><p><b>Holding No. </b></p></th>\n <th><p><b> Company</b></p></th>\n <th><p><b>Market Cap </b></p></th>\n <th><p>Wall Street's Projected Annualized EPS Growth Over Next 5 Years</p></th>\n <th><p><b>Weight (% of Portfolio)</b></p></th>\n <th><p><b>YTD 2021 Return </b></p></th>\n </tr>\n </thead>\n <thead></thead>\n <tbody>\n <tr>\n <td width=\"101\"><p>1</p></td>\n <td width=\"198\"><p><b>Nvidia </b>(NASDAQ:NVDA)</p></td>\n <td width=\"108\"><p>$710 billion</p></td>\n <td>39.4%</td>\n <td width=\"102\"><p>10.6%</p></td>\n <td width=\"108\"><p>118%</p></td>\n </tr>\n <tr>\n <td width=\"101\"><p>2</p></td>\n <td width=\"198\"><p><b>Roblox </b>(NYSE:RBLX)</p></td>\n <td width=\"108\"><p>$55 billion</p></td>\n <td>N/A</td>\n <td width=\"102\"><p>8.6%</p></td>\n <td width=\"108\"><p>N/A*</p></td>\n </tr>\n <tr>\n <td width=\"101\"><p>3</p></td>\n <td width=\"198\"><p><b>Microsoft </b>(NASDAQ:MSFT)</p></td>\n <td width=\"108\"><p>$2.4 trillion</p></td>\n <td>16.5%</td>\n <td width=\"102\">7.7%</td>\n <td width=\"108\">47.3%</td>\n </tr>\n <tr>\n <td width=\"101\"><p>4</p></td>\n <td width=\"198\"><p><b>Meta Platforms</b></p></td>\n <td width=\"108\"><p>$932 billion</p></td>\n <td>21.4%</td>\n <td width=\"102\">6.6%</td>\n <td width=\"108\">22.6%</td>\n </tr>\n <tr>\n <td width=\"101\"><p>5</p></td>\n <td width=\"198\"><p><b>Unity Software </b>(NYSE:U)</p></td>\n <td width=\"108\"><p>$38 billion</p></td>\n <td>N/A</td>\n <td width=\"102\">4.9%</td>\n <td width=\"108\">(13%)</td>\n </tr>\n <tr>\n <td><p>6</p></td>\n <td><p><b>Apple</b></p></td>\n <td>$2.8 trillion</td>\n <td>15.7%</td>\n <td>4.2%</td>\n <td>30.6%</td>\n </tr>\n <tr>\n <td width=\"101\"><p>7</p></td>\n <td width=\"198\"><p><b>Amazon.com</b></p></td>\n <td width=\"108\"><p>$1.7 trillion</p></td>\n <td>36%</td>\n <td width=\"102\">4.2%</td>\n <td width=\"108\">3.7%</td>\n </tr>\n <tr>\n <td width=\"101\"><p>8</p></td>\n <td width=\"198\"><p><b>Autodesk</b></p></td>\n <td width=\"108\"><p>$59 billion</p></td>\n <td>28.8%</td>\n <td width=\"102\">4.1%</td>\n <td width=\"108\">(11.7%)</td>\n </tr>\n <tr>\n <td width=\"101\"><p>9</p></td>\n <td width=\"198\"><p><b>Qualcomm</b></p></td>\n <td width=\"108\"><p>$200 billion</p></td>\n <td>25.6%</td>\n <td width=\"102\">3.9%</td>\n <td width=\"108\">19.1%</td>\n </tr>\n <tr>\n <td width=\"101\"><p>10</p></td>\n <td width=\"198\"><p><b>Tencent Holdings</b></p></td>\n <td width=\"108\"><p>$545 billion</p></td>\n <td>3.7%</td>\n <td width=\"102\"><p>3.9%</p></td>\n <td width=\"108\">(20.8%)</td>\n </tr>\n <tr>\n <td width=\"101\"><p>Total Top 10</p></td>\n <td width=\"198\"><p>N/A</p></td>\n <td width=\"108\"><p>N/A</p></td>\n <td>N/A</td>\n <td width=\"102\"><p>58.7%</p></td>\n <td width=\"108\"><p>N/A</p></td>\n </tr>\n <tr>\n <td width=\"101\"><p>N/A</p></td>\n <td width=\"198\"><p><b>S&P 500</b> / <b>Nasdaq Composite Indexes</b></p></td>\n <td width=\"108\"><p>N/A</p></td>\n <td>N/A</td>\n <td width=\"102\"><p>N/A</p></td>\n <td width=\"108\">26% / 17.8%</td>\n </tr>\n </tbody>\n</table>\n<p>Data sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.</p>\n<p>Below is a brief look at how the top five companies in this ETF are involved in the metaverse.</p>\n<p>Nvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.</p>\n<p>Roblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.</p>\n<p>Microsoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.</p>\n<p>Last week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.</p>\n<h2>A solid way to invest in the metaverse</h2>\n<p>The Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.</p>\n<p>If you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.</p>\n<p>Risk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.</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>Top 10 Metaverse Stocks in META, the World's First Metaverse ETF</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\">\nTop 10 Metaverse Stocks in META, the World's First Metaverse ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:56 GMT+8 <a href=https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4550":"红杉资本持仓","BK4543":"AI","BK4538":"云计算","BK4527":"明星科技股","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4525":"远程办公概念","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4023":"应用软件","BK4516":"特朗普概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","NVDA":"英伟达","VR":"GLOBAL X METAVERSE ETF","BK4553":"喜马拉雅资本持仓","U":"Unity Software Inc.","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4528":"SaaS概念","BK4529":"IDC概念","MSFT":"微软","BK4565":"NFT概念","BK4548":"巴美列捷福持仓","RBLX":"Roblox Corporation","BK4549":"软银资本持仓","BK4077":"互动媒体与服务","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","IPO":"Renaissance IPO ETF","BK4141":"半导体产品","BK4097":"系统软件","BK4547":"WSB热门概念","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192597562","content_text":"Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ:FB) to reflect its focus on the metaverse.\nThe metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.\nLet's take a look at the Roundhill Ball Metaverse ETF (NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.\nRoundhill Ball Metaverse ETF: Performance and the basics\nThis ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the S&P 500 index has returned 9.5% and the tech-heavy Nasdaq Composite has gained 4.7% over this period.\nThe Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.\nThis ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.\nRoundhill Ball Metaverse ETF: Top 10 stock holdings\n\n\n\nHolding No. \n Company\nMarket Cap \nWall Street's Projected Annualized EPS Growth Over Next 5 Years\nWeight (% of Portfolio)\nYTD 2021 Return \n\n\n\n\n\n1\nNvidia (NASDAQ:NVDA)\n$710 billion\n39.4%\n10.6%\n118%\n\n\n2\nRoblox (NYSE:RBLX)\n$55 billion\nN/A\n8.6%\nN/A*\n\n\n3\nMicrosoft (NASDAQ:MSFT)\n$2.4 trillion\n16.5%\n7.7%\n47.3%\n\n\n4\nMeta Platforms\n$932 billion\n21.4%\n6.6%\n22.6%\n\n\n5\nUnity Software (NYSE:U)\n$38 billion\nN/A\n4.9%\n(13%)\n\n\n6\nApple\n$2.8 trillion\n15.7%\n4.2%\n30.6%\n\n\n7\nAmazon.com\n$1.7 trillion\n36%\n4.2%\n3.7%\n\n\n8\nAutodesk\n$59 billion\n28.8%\n4.1%\n(11.7%)\n\n\n9\nQualcomm\n$200 billion\n25.6%\n3.9%\n19.1%\n\n\n10\nTencent Holdings\n$545 billion\n3.7%\n3.9%\n(20.8%)\n\n\nTotal Top 10\nN/A\nN/A\nN/A\n58.7%\nN/A\n\n\nN/A\nS&P 500 / Nasdaq Composite Indexes\nN/A\nN/A\nN/A\n26% / 17.8%\n\n\n\nData sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.\nBelow is a brief look at how the top five companies in this ETF are involved in the metaverse.\nNvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.\nRoblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.\nMicrosoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.\nLast week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.\nA solid way to invest in the metaverse\nThe Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.\nIf you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.\nRisk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605381734,"gmtCreate":1639113923857,"gmtModify":1639113953346,"author":{"id":"3575502969696183","authorId":"3575502969696183","name":"Imrrus","avatar":"https://static.tigerbbs.com/dd664a9dc4175d81032e5e0986cba7d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great read! ","listText":"Great read! ","text":"Great read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605381734","repostId":"1101819426","repostType":4,"repost":{"id":"1101819426","pubTimestamp":1639107202,"share":"https://www.laohu8.com/m/news/1101819426?lang=&edition=full","pubTime":"2021-12-10 11:33","market":"us","language":"en","title":"Tellimer starts Grab at 'buy' with TP of US$13","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819426","media":"theedgesingapore","summary":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$1","content":"<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.</p>\n<p>In his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.</p>\n<p>“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.</p>\n<p>In his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.</p>\n<p>“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.</p>\n<p>Grab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.</p>\n<p>The mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.</p>\n<p>Grab’s financial services total payment volume is expected to grow at a CAGR of 43% in FY20 to FY24.</p>\n<p>The tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.</p>\n<p>In his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.</p>\n<p>The end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.</p>\n<p>“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.</p>\n<p>There is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.</p>\n<p>“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”</p>\n<p>Besides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.</p>\n<p>Grab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.</p>","source":"lsy1615976985023","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>Tellimer starts Grab at 'buy' with TP of US$13</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\">\nTellimer starts Grab at 'buy' with TP of US$13\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 11:33 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13><strong>theedgesingapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101819426","content_text":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.\n“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.\nIn his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.\n“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.\nGrab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.\nThe mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.\nGrab’s financial services total payment volume is expected to grow at a CAGR of 43% in FY20 to FY24.\nThe tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.\nIn his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.\nThe end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.\n“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.\nThere is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.\n“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”\nBesides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.\nGrab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.","news_type":1},"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
