+关注
Havier
暂无个人介绍
IP属地：未知
41
关注
1
粉丝
0
主题
0
勋章
主贴
热门
Havier
2021-07-26
👍
Tesla Reports Earnings Today. Here's What Matters Most.
Havier
2021-07-28
Like back pls
Apple’s blowout earnings didn’t help its stock, and here’s why
Havier
2021-07-23
Nice
Airline Earnings Show Signs of Life. But New Challenges Are Emerging.
Havier
2021-07-23
👍
Airline Earnings Show Signs of Life. But New Challenges Are Emerging.
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576066254911822","uuid":"3576066254911822","gmtCreate":1613954624352,"gmtModify":1627012171594,"name":"Havier","pinyin":"havier","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":41,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":803421041,"gmtCreate":1627458571683,"gmtModify":1633764806428,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"Like back pls","listText":"Like back pls","text":"Like back pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803421041","repostId":"1195067283","repostType":4,"repost":{"id":"1195067283","kind":"news","pubTimestamp":1627459353,"share":"https://www.laohu8.com/m/news/1195067283?lang=&edition=full","pubTime":"2021-07-28 16:02","market":"us","language":"en","title":"Apple’s blowout earnings didn’t help its stock, and here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1195067283","media":"MarketWatch","summary":"CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales. Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS. Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing ha","content":"<p>Apple shares fell 1.5% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p>\n<p>Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p>\n<p>Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p>\n<p>“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p>\n<p>Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p>\n<p>Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p>\n<p>“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p>\n<p>That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p>\n<p>“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p>\n<p>When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p>\n<p>While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p>\n<p>As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s blowout earnings didn’t help its stock, and here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s blowout earnings didn’t help its stock, and here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:02 GMT+8 <a href=https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195067283","content_text":"Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales\nApple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS\nApple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.\nApple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.\n“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”\nApple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.\nBeyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.\n“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.\nThat growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.\n“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.\nWhen asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.\nWhile it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead\nAs Cook phrased it Tuesday, “the road to recovery will be a winding one.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800870783,"gmtCreate":1627294055942,"gmtModify":1633766443218,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800870783","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175198973,"gmtCreate":1627011433992,"gmtModify":1633768787670,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175198973","repostId":"1127402643","repostType":4,"repost":{"id":"1127402643","kind":"news","pubTimestamp":1627008952,"share":"https://www.laohu8.com/m/news/1127402643?lang=&edition=full","pubTime":"2021-07-23 10:55","market":"us","language":"en","title":"Airline Earnings Show Signs of Life. But New Challenges Are Emerging.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402643","media":"Barron's","summary":"Profits are inching back across the airline industry as leisure travel surges, while business and lo","content":"<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.</p>\n<p>But carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.</p>\n<p>The other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.</p>\n<p>While Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.</p>\n<p>For now, airlines are largely meeting or beating forecasts, albeit with some hiccups.</p>\n<p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a> topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.</p>\n<p>Excluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.</p>\n<p>American is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.</p>\n<p>But American is likely to take longer to return to pretax profits than its legacy rivals <a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.</p>\n<p>Syth maintained a Market Perform rating on the stock.</p>\n<p><a href=\"https://laohu8.com/S/C\">Citigroup</a> ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.</p>\n<p>He also maintained a Neutral rating on the stock and $21.50 target.</p>\n<p><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.</p>\n<p>Southwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.</p>\n<p>But Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.</p>\n<p>But Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.</p>\n<p>The carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.</p>\n<p>She maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”</p>\n<p>Syth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.</p>\n<p>Airline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.</p>\n<p>The only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.</p>","source":"lsy1610680873436","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>Airline Earnings Show Signs of Life. But New Challenges Are Emerging.</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\">\nAirline Earnings Show Signs of Life. But New Challenges Are Emerging.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:55 GMT+8 <a href=https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have ...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?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":{"DAL":"达美航空","AAL":"美国航空","LUV":"西南航空","C":"花旗","UAL":"联合大陆航空"},"source_url":"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402643","content_text":"Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.\nThe other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.\nWhile Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.\nFor now, airlines are largely meeting or beating forecasts, albeit with some hiccups.\nAmerican Airlines topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.\nExcluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.\nAmerican is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.\nBut American is likely to take longer to return to pretax profits than its legacy rivals United Continental and Delta Air Lines, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.\nSyth maintained a Market Perform rating on the stock.\nCitigroup ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.\nHe also maintained a Neutral rating on the stock and $21.50 target.\nSouthwest Airlines, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.\nSouthwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.\nBut Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.\nBut Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.\nThe carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.\nShe maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”\nSyth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.\nAirline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.\nThe only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175191092,"gmtCreate":1627011387716,"gmtModify":1633768788623,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175191092","repostId":"1127402643","repostType":4,"repost":{"id":"1127402643","kind":"news","pubTimestamp":1627008952,"share":"https://www.laohu8.com/m/news/1127402643?lang=&edition=full","pubTime":"2021-07-23 10:55","market":"us","language":"en","title":"Airline Earnings Show Signs of Life. But New Challenges Are Emerging.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402643","media":"Barron's","summary":"Profits are inching back across the airline industry as leisure travel surges, while business and lo","content":"<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.</p>\n<p>But carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.</p>\n<p>The other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.</p>\n<p>While Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.</p>\n<p>For now, airlines are largely meeting or beating forecasts, albeit with some hiccups.</p>\n<p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a> topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.</p>\n<p>Excluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.</p>\n<p>American is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.</p>\n<p>But American is likely to take longer to return to pretax profits than its legacy rivals <a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.</p>\n<p>Syth maintained a Market Perform rating on the stock.</p>\n<p><a href=\"https://laohu8.com/S/C\">Citigroup</a> ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.</p>\n<p>He also maintained a Neutral rating on the stock and $21.50 target.</p>\n<p><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.</p>\n<p>Southwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.</p>\n<p>But Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.</p>\n<p>But Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.</p>\n<p>The carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.</p>\n<p>She maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”</p>\n<p>Syth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.</p>\n<p>Airline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.</p>\n<p>The only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.</p>","source":"lsy1610680873436","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>Airline Earnings Show Signs of Life. But New Challenges Are Emerging.</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\">\nAirline Earnings Show Signs of Life. But New Challenges Are Emerging.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:55 GMT+8 <a href=https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have ...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?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":{"DAL":"达美航空","AAL":"美国航空","LUV":"西南航空","C":"花旗","UAL":"联合大陆航空"},"source_url":"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402643","content_text":"Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.\nThe other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.\nWhile Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.\nFor now, airlines are largely meeting or beating forecasts, albeit with some hiccups.\nAmerican Airlines topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.\nExcluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.\nAmerican is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.\nBut American is likely to take longer to return to pretax profits than its legacy rivals United Continental and Delta Air Lines, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.\nSyth maintained a Market Perform rating on the stock.\nCitigroup ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.\nHe also maintained a Neutral rating on the stock and $21.50 target.\nSouthwest Airlines, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.\nSouthwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.\nBut Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.\nBut Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.\nThe carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.\nShe maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”\nSyth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.\nAirline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.\nThe only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800870783,"gmtCreate":1627294055942,"gmtModify":1633766443218,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800870783","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803421041,"gmtCreate":1627458571683,"gmtModify":1633764806428,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"Like back pls","listText":"Like back pls","text":"Like back pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803421041","repostId":"1195067283","repostType":4,"repost":{"id":"1195067283","kind":"news","pubTimestamp":1627459353,"share":"https://www.laohu8.com/m/news/1195067283?lang=&edition=full","pubTime":"2021-07-28 16:02","market":"us","language":"en","title":"Apple’s blowout earnings didn’t help its stock, and here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1195067283","media":"MarketWatch","summary":"CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales. Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS. Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing ha","content":"<p>Apple shares fell 1.5% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p>\n<p>Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p>\n<p>Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p>\n<p>“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p>\n<p>Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p>\n<p>Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p>\n<p>“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p>\n<p>That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p>\n<p>“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p>\n<p>When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p>\n<p>While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p>\n<p>As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s blowout earnings didn’t help its stock, and here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s blowout earnings didn’t help its stock, and here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:02 GMT+8 <a href=https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195067283","content_text":"Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales\nApple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS\nApple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.\nApple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.\n“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”\nApple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.\nBeyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.\n“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.\nThat growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.\n“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.\nWhen asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.\nWhile it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead\nAs Cook phrased it Tuesday, “the road to recovery will be a winding one.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175198973,"gmtCreate":1627011433992,"gmtModify":1633768787670,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175198973","repostId":"1127402643","repostType":4,"repost":{"id":"1127402643","kind":"news","pubTimestamp":1627008952,"share":"https://www.laohu8.com/m/news/1127402643?lang=&edition=full","pubTime":"2021-07-23 10:55","market":"us","language":"en","title":"Airline Earnings Show Signs of Life. But New Challenges Are Emerging.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402643","media":"Barron's","summary":"Profits are inching back across the airline industry as leisure travel surges, while business and lo","content":"<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.</p>\n<p>But carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.</p>\n<p>The other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.</p>\n<p>While Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.</p>\n<p>For now, airlines are largely meeting or beating forecasts, albeit with some hiccups.</p>\n<p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a> topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.</p>\n<p>Excluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.</p>\n<p>American is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.</p>\n<p>But American is likely to take longer to return to pretax profits than its legacy rivals <a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.</p>\n<p>Syth maintained a Market Perform rating on the stock.</p>\n<p><a href=\"https://laohu8.com/S/C\">Citigroup</a> ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.</p>\n<p>He also maintained a Neutral rating on the stock and $21.50 target.</p>\n<p><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.</p>\n<p>Southwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.</p>\n<p>But Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.</p>\n<p>But Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.</p>\n<p>The carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.</p>\n<p>She maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”</p>\n<p>Syth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.</p>\n<p>Airline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.</p>\n<p>The only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.</p>","source":"lsy1610680873436","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>Airline Earnings Show Signs of Life. But New Challenges Are Emerging.</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\">\nAirline Earnings Show Signs of Life. But New Challenges Are Emerging.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:55 GMT+8 <a href=https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have ...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?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":{"DAL":"达美航空","AAL":"美国航空","LUV":"西南航空","C":"花旗","UAL":"联合大陆航空"},"source_url":"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402643","content_text":"Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.\nThe other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.\nWhile Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.\nFor now, airlines are largely meeting or beating forecasts, albeit with some hiccups.\nAmerican Airlines topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.\nExcluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.\nAmerican is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.\nBut American is likely to take longer to return to pretax profits than its legacy rivals United Continental and Delta Air Lines, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.\nSyth maintained a Market Perform rating on the stock.\nCitigroup ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.\nHe also maintained a Neutral rating on the stock and $21.50 target.\nSouthwest Airlines, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.\nSouthwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.\nBut Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.\nBut Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.\nThe carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.\nShe maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”\nSyth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.\nAirline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.\nThe only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175191092,"gmtCreate":1627011387716,"gmtModify":1633768788623,"author":{"id":"3576066254911822","authorId":"3576066254911822","name":"Havier","avatar":"https://static.tigerbbs.com/511acfc4da5d0028e130fb23f17bd845","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576066254911822","authorIdStr":"3576066254911822"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175191092","repostId":"1127402643","repostType":4,"repost":{"id":"1127402643","kind":"news","pubTimestamp":1627008952,"share":"https://www.laohu8.com/m/news/1127402643?lang=&edition=full","pubTime":"2021-07-23 10:55","market":"us","language":"en","title":"Airline Earnings Show Signs of Life. But New Challenges Are Emerging.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402643","media":"Barron's","summary":"Profits are inching back across the airline industry as leisure travel surges, while business and lo","content":"<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.</p>\n<p>But carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.</p>\n<p>The other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.</p>\n<p>While Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.</p>\n<p>For now, airlines are largely meeting or beating forecasts, albeit with some hiccups.</p>\n<p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a> topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.</p>\n<p>Excluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.</p>\n<p>American is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.</p>\n<p>But American is likely to take longer to return to pretax profits than its legacy rivals <a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.</p>\n<p>Syth maintained a Market Perform rating on the stock.</p>\n<p><a href=\"https://laohu8.com/S/C\">Citigroup</a> ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.</p>\n<p>He also maintained a Neutral rating on the stock and $21.50 target.</p>\n<p><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.</p>\n<p>Southwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.</p>\n<p>But Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.</p>\n<p>But Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.</p>\n<p>The carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.</p>\n<p>She maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”</p>\n<p>Syth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.</p>\n<p>Airline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.</p>\n<p>The only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.</p>","source":"lsy1610680873436","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>Airline Earnings Show Signs of Life. But New Challenges Are Emerging.</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\">\nAirline Earnings Show Signs of Life. But New Challenges Are Emerging.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 10:55 GMT+8 <a href=https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have ...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?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":{"DAL":"达美航空","AAL":"美国航空","LUV":"西南航空","C":"花旗","UAL":"联合大陆航空"},"source_url":"https://www.barrons.com/articles/airline-earnings-stocks-51626967412?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402643","content_text":"Profits are inching back across the airline industry as leisure travel surges, while business and long-haul international show signs of life.\nBut carriers face new challenges: Jet fuel prices have surged in the last few months, pressuring operating profits. And the fall travel season, typically weak for leisure, will likely have to see big gains in corporate for airlines to hit Wall Street’s targets.\nThe other major variable: the Delta variant of the coronavirus. Travel momentum that has built for months may slow or stall if the variant prompts delays in border reopenings and a lifting of travel restrictions.\nWhile Europe has been reopening to U.S. citizens, the Biden administration isgoing slowin lifting restrictions on visitors from Europe and other regions, including China, India, and Brazil. And the U.S. recently issued a do-not-travelwarningto the U.K., citing a surge in Covid-19 cases.\nFor now, airlines are largely meeting or beating forecasts, albeit with some hiccups.\nAmerican Airlines topped estimates for revenue and earnings in the quarter. The carrier reported $7.5 billion in sales, 2.2% ahead of consensus forecasts, and posted an adjusted loss of $1.69 a share, beating forecasts for a loss of $2.03.\nExcluding a bevy of special items—including $1.4 billion of federal payroll support and tax credits—American said it earned a profit of $19 million or 3 cents a share.\nAmerican is also getting back to prepandemic capacity, saying that it expects to fly more than 90% of its domestic seat capacity and 80% of international this summer. For the third quarter, typically weaker than the summer, the carrier expects capacity to be down 15% to 20%, largely matching Wall Street estimates.\nBut American is likely to take longer to return to pretax profits than its legacy rivals United Continental and Delta Air Lines, notes Raymond James analyst Savanthi Syth. American’s huge debt load is weighing on results. And while the carrier said that it planned to pay down debt quicker than it previously expected, it remains a burden on the balance sheet.\nSyth maintained a Market Perform rating on the stock.\nCitigroup ’s Stephen Trent was also skeptical of Americans’ plans to pay down $15 billion in debt over the next four years. The carrier’s “call to reduce financial leverage by $15 billion in four years is welcome,” he wrote, “but is certainly not an easy task.” That figure is larger than American’s total equity value of $13.7 billion, he notes, and the carrier’s debt repayment will give it less flexibility to invest in other areas.\nHe also maintained a Neutral rating on the stock and $21.50 target.\nSouthwest Airlines, on the other hand, has the strongest balance sheet of the major carriers, along with exposure to the strongest segment of air travel—domestic leisure—two factors that should help it post meaningful profits well ahead of other legacy carriers.\nSouthwest’s second quarter was a mixed bag. The carrier reported slightly more revenue than forecast at $4 billion, beating consensus estimates by 1.8%. The airline posted earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $228 million, ahead of forecasts for $192 million.\nBut Southwest missed forecasts for earnings per share, posting a loss of 35 cents, against estimates for a loss of 23 cents. Jet fuel prices weighed on the bottom line, increasing sharply from the first quarter, noted CEO Gary Kelly in a release. And the airline is predicting cost increases in the third quarter as it brings back most employees and fuel prices remain elevated.\nBut Kelly also highlighted positive booking trends, noting that leisure traffic in June rebounded above 2019 levels at comparable fares. Leisure bookings and fares in July are trending higher than July 2019 levels, he added, and while business continues to lag, he said the carrier is seeing “steady weekly improvements” in corporate bookings.\nThe carrier’s third-quarter outlook was for capacity to be flat compared with 2019 levels. That came in ahead of some forecasts; Cowen’s Helane Becker had expected capacity to be down 11%, for instance.\nShe maintained a Buy rating and $67 target on the stock while cautioning that monthly results “warrant monitoring.”\nSyth also liked the outlook, noting that “the revenue outlook appears encouraging.” She also maintained an Overweight and $68 target.\nAirline stocks aren’t doing great this year, however. The sector is underperforming the S&P 500, gaining 11.5% against a return of 16% for the broader market. And while strong second-quarter results have sparked a mini-rally, the sector is still down 8.5% over the last month versus a 2.6% gain for the S&P 500.\nThe only carrier beating the market this year also happens to be the one with the most fragile finances: American Airlines. It’s up 36.6% on the year, more than triple the sector’s gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
