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2021-07-26

In a bull mkt everyone is a genius

抱歉，原内容已删除

2021-07-14

So many ipos all coming in the most

Ant-Backed Zomato, Paytm Set to Supercharge Hot India IPO Market

2021-06-10

Great//@Iinus: Fed is not going to increase rates till 2022 end

U.S. stocks end lower ahead of inflation report

2021-06-03

Who got into AMC?

The Top 50 Robinhood Stocks in June

2021-06-03

Meme stonks coming back into the play.who managed to get into AMC?

抱歉，原内容已删除

2021-05-21

Still overvalued

Down 74% From Its High, Is This Solar Energy Stock a Buy?

2021-05-07

Amazon needs stocksplit

Amazon: The Most Clearly Undervalued Company

2021-05-07

Maybe stock split needed to make it affordable

Amazon: The Most Clearly Undervalued Company

2021-05-04

Ethan more stronger than btc now

Ethereum extends gains to fresh record above $3,400

2021-04-26

Price seems to be going down

2021-04-26

Competition is hotting up

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

2021-04-24

Amd is eating Intel's lunch !

Why AMD Stock Popped After Intel's Earnings Beat

2021-03-26

When will they start making profit ?

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2021-03-19

Ger ready for 600

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2021-03-17

[摊手]

Plug Power to Restate Financials, Stock Plummets

2021-03-15

Ok

Higher Rates Won’t Kill the Stock Market. What to Do Now.

2021-02-21

[白眼]

Goldman Sachs sees minimal oil price impact from Texas freeze

2021-02-21

10c has their finger in everything

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2021-02-21

When will the bubble burst

Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA

2021-02-14

Marker keeps making new ath

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a bull mkt everyone is a genius&nbsp;","listText":"In a bull mkt everyone is a genius&nbsp;","text":"In a bull mkt everyone is a genius","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177474669","repostId":"1103373914","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145789136,"gmtCreate":1626245700725,"gmtModify":1631891792453,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"So many ipos all coming in the most&nbsp;","listText":"So many ipos all coming in the most&nbsp;","text":"So many ipos all coming in the most","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145789136","repostId":"1138450370","repostType":4,"repost":{"id":"1138450370","kind":"news","pubTimestamp":1626245094,"share":"https://www.laohu8.com/m/news/1138450370?lang=&edition=full","pubTime":"2021-07-14 14:44","market":"us","language":"en","title":"Ant-Backed Zomato, Paytm Set to Supercharge Hot India IPO Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1138450370","media":"Bloomberg","summary":"India has raised $5.6 billion from listings so far this year.\nUnicorn IPO hopefuls include Nykaa E-R","content":"<ul>\n <li>India has raised $5.6 billion from listings so far this year.</li>\n <li>Unicorn IPO hopefuls include Nykaa E-Retail and Policybazaar.</li>\n</ul>\n<p>After clocking its busiest first half since at least 2009, India’s IPO market is gearing up for an even bigger boom as a cluster of homegrown startups including 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Its IPO is set to be India’s biggest since March 2020, according to data compiled by Bloomberg.</p>\n<p>“Startups that are big enough and mature have outgrown the venture capital and private equity funds’ ability to invest,” said Manisha Girotra, country head for Moelis &amp; Co. “These companies which need larger pool of capital to grow are the ones readying to go to the public market.”</p>\n<p>Internet-based consumer companies have become more popular as the pandemic fueled the adoption of digital technologies. The high investor recognition is a boon when they sell stock. Blackrock Inc. and Fidelity International Ltd. were among the dozens of anchor investors that piled into Zomato’s float, resulting in the company receiving about35 times more bidsthan it had expected to sell, people familiar with knowledge of the matter said earlier.</p>\n<p>Another closely watched initial public offering is the pending deal by digital payment startup Paytm, also backed by Jack Ma’s Ant Group.</p>\n<p>With investors also including SoftBank Group Corp. and Berkshire Hathaway Inc., India’s leading fintech firm is seeking around $3 billion in what could be the country’s largest debut ever. Its shareholders this week approved a resolution to sell120 billion rupees($1.6 billion) of new shares, people familiar with the matter said.</p>\n<p>These two unicorns -- orprivately heldstartups valued at at least $1 billion -- are coming to a market already enjoying blockbuster listings for a few months. About $5.6 billion has been raised in initial public offerings on Indian stock exchanges so far in 2021, according to data compiled by Bloomberg. UBS Group AG expects the annual tally to be more thandoublelast year’s $4.6 billion.</p>\n<p>Stocks that have debuted this year are up by an average of 62%, according to data compiled by Bloomberg -- buoyed by a liquidity-fueled stock market that has defied one of the world’s worst Covid-19 outbreaks.</p>\n<p><b>Other Deals</b></p>\n<p>Already, Zomato and Paytm’s popularity among institutional investors is prompting the other unicorns the country has been minting at a rapid pace to consider going public. Among those arecosmeticsretailerNykaa E-Retail PvtandPolicybazaar InsuranceWebAggregator Pvt Ltd.</p>\n<p>A public presence also means increased disclosure, an issue for many of these loss-making startups.</p>\n<p>“Given that a number of these companies operate in the consumer segment, retail investors may identify with these companies a lot more,” said Devendra Agrawal, founder of Dexter Capital Ltd. “However, the companies would now be required to report their performance every quarter and will be under pressure to deliver on profitability much sooner.</p>\n<p>Zomato’s losses stood at 6.82 billion rupees ($91.7 million) for the nine months ended December 2020, according to the IPO draft prospectus it filed with the Indian market regulator, while Paytm parent One 97 Communications’s consolidated losses for the financial year ended March 2021 were at 17.01 billion rupees.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ant-Backed Zomato, Paytm Set to Supercharge Hot India IPO Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnt-Backed Zomato, Paytm Set to Supercharge Hot India IPO Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-14/ant-backed-zomato-paytm-set-to-supercharge-hot-india-ipo-market?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>India has raised $5.6 billion from listings so far this year.\nUnicorn IPO hopefuls include Nykaa E-Retail and Policybazaar.\n\nAfter clocking its busiest first half since at least 2009, India’s IPO ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-14/ant-backed-zomato-paytm-set-to-supercharge-hot-india-ipo-market?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06688":"蚂蚁集团"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-14/ant-backed-zomato-paytm-set-to-supercharge-hot-india-ipo-market?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138450370","content_text":"India has raised $5.6 billion from listings so far this year.\nUnicorn IPO hopefuls include Nykaa E-Retail and Policybazaar.\n\nAfter clocking its busiest first half since at least 2009, India’s IPO market is gearing up for an even bigger boom as a cluster of homegrown startups including Ant Group Co.-backedZomato Ltd.prepare to go public.\nZomato, an online food delivery platform, started taking public orders Wednesday for its hotly-anticipated $1.3 billion initial public offering. Its IPO is set to be India’s biggest since March 2020, according to data compiled by Bloomberg.\n“Startups that are big enough and mature have outgrown the venture capital and private equity funds’ ability to invest,” said Manisha Girotra, country head for Moelis & Co. “These companies which need larger pool of capital to grow are the ones readying to go to the public market.”\nInternet-based consumer companies have become more popular as the pandemic fueled the adoption of digital technologies. The high investor recognition is a boon when they sell stock. Blackrock Inc. and Fidelity International Ltd. were among the dozens of anchor investors that piled into Zomato’s float, resulting in the company receiving about35 times more bidsthan it had expected to sell, people familiar with knowledge of the matter said earlier.\nAnother closely watched initial public offering is the pending deal by digital payment startup Paytm, also backed by Jack Ma’s Ant Group.\nWith investors also including SoftBank Group Corp. and Berkshire Hathaway Inc., India’s leading fintech firm is seeking around $3 billion in what could be the country’s largest debut ever. Its shareholders this week approved a resolution to sell120 billion rupees($1.6 billion) of new shares, people familiar with the matter said.\nThese two unicorns -- orprivately heldstartups valued at at least $1 billion -- are coming to a market already enjoying blockbuster listings for a few months. About $5.6 billion has been raised in initial public offerings on Indian stock exchanges so far in 2021, according to data compiled by Bloomberg. UBS Group AG expects the annual tally to be more thandoublelast year’s $4.6 billion.\nStocks that have debuted this year are up by an average of 62%, according to data compiled by Bloomberg -- buoyed by a liquidity-fueled stock market that has defied one of the world’s worst Covid-19 outbreaks.\nOther Deals\nAlready, Zomato and Paytm’s popularity among institutional investors is prompting the other unicorns the country has been minting at a rapid pace to consider going public. Among those arecosmeticsretailerNykaa E-Retail PvtandPolicybazaar InsuranceWebAggregator Pvt Ltd.\nA public presence also means increased disclosure, an issue for many of these loss-making startups.\n“Given that a number of these companies operate in the consumer segment, retail investors may identify with these companies a lot more,” said Devendra Agrawal, founder of Dexter Capital Ltd. “However, the companies would now be required to report their performance every quarter and will be under pressure to deliver on profitability much sooner.\nZomato’s losses stood at 6.82 billion rupees ($91.7 million) for the nine months ended December 2020, according to the IPO draft prospectus it filed with the Indian market regulator, while Paytm parent One 97 Communications’s consolidated losses for the financial year ended March 2021 were at 17.01 billion rupees.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183697413,"gmtCreate":1623327064732,"gmtModify":1631891792456,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Great//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>: Fed is not going to increase rates till 2022 end&nbsp;","listText":"Great//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>: Fed is not going to increase rates till 2022 end&nbsp;","text":"Great//@Iinus: Fed is not going to increase rates till 2022 end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183697413","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p>\n<p>The retail “meme stock” craze continued unabated.</p>\n<p>All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p>\n<p>“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p>\n<p>Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p>\n<p>Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p>\n<p>However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p>\n<p>Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p>\n<p>“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p>\n<p>“I don’t think you should read too much regarding the broader market.”</p>\n<p>GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p>\n<p>U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p>\n<p>Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p>\n<p>Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p>\n<p>Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p>\n<p>The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p>\n<p>The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p>\n<p>Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p>\n<p>Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p>\n<p>Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p>\n<p>Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p>\n<p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report</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\">\nU.S. stocks end lower ahead of inflation report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AEMD":"Aethlon Medical Inc",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111103828,"gmtCreate":1622656681864,"gmtModify":1631891792459,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Who got into AMC?","listText":"Who got into AMC?","text":"Who got into AMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111103828","repostId":"2140617694","repostType":4,"repost":{"id":"2140617694","kind":"highlight","pubTimestamp":1622560398,"share":"https://www.laohu8.com/m/news/2140617694?lang=&edition=full","pubTime":"2021-06-01 23:13","market":"us","language":"en","title":"The Top 50 Robinhood Stocks in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2140617694","media":"Motley Fool","summary":"Millennial investors can't stop buying into these companies.","content":"<p>Volatility is always present in the stock market, but it's been especially prominent since February 2020. Though patience has, once again, paid off for investors, their gains have come after the benchmark <b>S&amp;P 500</b> lost 34% of its value in less than five weeks during the first quarter of 2020.</p>\n<p>Some investors absolutely shy away when heightened volatility rears its head. But that's not what we've witnessed from retail investors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Even though retail investors have been putting their money to work on Wall Street for more than a century, they used the wild volatility on Wall Street over the past 16 months as their cue to really ramp up their buying. How do we know this? Just take a look at online investing app Robinhood, which gained approximately 3 million new users last year.</p>\n<p>Millennial investors have found a home at Robinhood for a bevy of reasons. The app doesn't charge commissions for buying or selling on major exchanges, and it allows fractional shares&nbsp;for a number of securities. The company even awards new members with free shares of stock.</p>\n<p>While it's fantastic to see young investors putting their money to work in the greatest wealth creator on the planet, it's also disturbing to see what they've been buying. Instead of taking the tried-and-true long-term investing approach, many are chasing momentum plays, penny stocks, and companies with poor operating performance.</p>\n<p>Don't believe me? Here are the 50 most-held stocks on Robinhood's leaderboard as we enter June:</p>\n<table width=\"492\">\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Company</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>1. <b>Tesla </b>(NASDAQ:TSLA)</td>\n   <td>26. <b>OrganiGram Holdings</b></td>\n  </tr>\n  <tr>\n   <td>2. <b>Apple&nbsp;</b></td>\n   <td>27. <b>Bank of America</b></td>\n  </tr>\n  <tr>\n   <td>3. <b>AMC Entertainment Holdings</b> (NYSE:AMC)</td>\n   <td>28. <b>Coinbase Global</b></td>\n  </tr>\n  <tr>\n   <td>4. <b>Sundial Growers</b> (NASDAQ:SNDL)</td>\n   <td>29. <b>Tilray</b></td>\n  </tr>\n  <tr>\n   <td>5. <b>Ford Motor</b></td>\n   <td>30. <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b></td>\n  </tr>\n  <tr>\n   <td>6. <b>General Electric</b></td>\n   <td>31. <b>Canopy Growth</b> (NASDAQ:CGC)</td>\n  </tr>\n  <tr>\n   <td>7. <b>NIO&nbsp;</b></td>\n   <td>32. <b>Advanced Micro Devices</b></td>\n  </tr>\n  <tr>\n   <td>8. <b>Walt Disney</b></td>\n   <td>33. <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b></td>\n  </tr>\n  <tr>\n   <td>9. <b>Microsoft</b></td>\n   <td>34. <b>Starbucks</b> (NASDAQ:SBUX)</td>\n  </tr>\n  <tr>\n   <td>10. <b>Amazon&nbsp;</b></td>\n   <td>35. <b>Moderna</b></td>\n  </tr>\n  <tr>\n   <td>11. <b>American Airlines Group</b></td>\n   <td>36. <b>AT&amp;T</b></td>\n  </tr>\n  <tr>\n   <td>12. <b>Plug Power</b></td>\n   <td>37. <b>FuelCell Energy</b></td>\n  </tr>\n  <tr>\n   <td>13. <b>Nokia&nbsp;</b></td>\n   <td>38. <b>Virgin Galactic Holdings&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>14. <b>Pfizer&nbsp;</b></td>\n   <td>39. <b>Ideanomics&nbsp;</b></td>\n  </tr>\n  <tr>\n   <td>15. <b>Aurora Cannabis</b> (NASDAQ:ACB)</td>\n   <td>40. <b>Norwegian Cruise Line Holdings</b></td>\n  </tr>\n  <tr>\n   <td>16. <b>Carnival</b></td>\n   <td>41. <b>Vanguard S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>17. <b>GameStop</b> (NYSE:GME)</td>\n   <td>42. <b>Coca-Cola</b></td>\n  </tr>\n  <tr>\n   <td>18. <b>Zomedica</b> (NYSEMKT:ZOM)</td>\n   <td>43. <b>General Motors</b></td>\n  </tr>\n  <tr>\n   <td>19. <b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a>&nbsp;</b></td>\n   <td>44. <b>NVIDIA</b></td>\n  </tr>\n  <tr>\n   <td>20. <b>Palantir Technologies</b></td>\n   <td>45. <b>SPDR S&amp;P 500 ETF</b></td>\n  </tr>\n  <tr>\n   <td>21. <b><a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a></b></td>\n   <td>46. <b>United Airlines Holdings</b></td>\n  </tr>\n  <tr>\n   <td>22. <b>Delta Air Lines</b></td>\n   <td>47. <b>Uber Technologies</b></td>\n  </tr>\n  <tr>\n   <td>23. <b>Snap&nbsp;</b></td>\n   <td>48. <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b></td>\n  </tr>\n  <tr>\n   <td>24. <b>Netflix&nbsp;</b></td>\n   <td>49. <b>Boeing</b></td>\n  </tr>\n  <tr>\n   <td>25. <b>Alibaba Group Holding</b></td>\n   <td>50. <b>Workhorse Group</b></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Robinhood, as of May 28, 2021.</p>\n<h2>Meme-mania doesn't stop</h2>\n<p>With retail investors acting as the catalyst behind the meme stock craze (meme stocks are companies lauded for their social media popularity, not their fundamentals), it should come as no surprise that companies like AMC Entertainment, GameStop, and Sundial Growers are among the most-held on Robinhood.</p>\n<p>AMC, GameStop, and Sundial were some of the most heavily short-sold companies earlier this year, which made them logical targets by investors on Reddit who were looking for short-squeeze opportunities. Though we witnessed these squeezes take place in January and February, the recent trading in these names looks to be more hype or mania than short-covering.</p>\n<p>History is pretty clear that hype-driven stocks will eventually have the rug pulled out from under them. AMC, for example, is going to struggle just to service its more than $5.4 billion in corporate debt and doesn't appear to have a chance to pay back what comes due in 2026. It also has $473 million in deferred rent obligations to contend with.</p>\n<p>As for GameStop, it boasts a healthy net cash position following a recent share offering. But it was very late in transitioning to digital gaming, and as a result will see its sales go nowhere for years to come. GameStop's core strategy for the time being is to keep closing physical stores to cut down on operating expenses.</p>\n<p>In sum, meme stocks are bad news.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86c5f70d97c3ea9f633e0f2dbad565ba\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Penny for your thoughts</h2>\n<p>Robinhood investors have also demonstrated that they love penny stocks. Sundial Growers and Zomedica are two of the 18 most-held stocks on the platform, yet both can be purchased for under $1 a share.</p>\n<p>Psychologically, young and/or novice investors believe that owning more shares of stock will give them a better chance to make a lot of money. There's also the belief that it's easier to double a stock from $1 a share to $2 than, say, $100 to $200. But the reality is that penny stocks almost always trade at a low share price for very good reasons.</p>\n<p>In the case of pot stock Sundial Growers, it's because the company's management team can't stop drowning its investors in share offerings. Earlier this year, the company's board OK'd an additional $800 million at-the-market share offering. Since the end of September, more than 1.35 billion shares have been issued. With 1.86 billion shares now outstanding, Sundial has almost no chance of ever generating meaningful earnings per share, or perhaps even remaining listed on the <b>Nasdaq</b>&nbsp;exchange.</p>\n<p>As for veterinary health company Zomedica, it only began commercializing its first product in mid-March. Shares are currently valued at close to 40 times sales looking three years into the future. Though it does have a healthy cash position, Zomedica has buried its investors with share offerings and is closing in on 1 billion shares outstanding.</p>\n<p>Penny stocks are rarely cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5811406aed4001edc942cb25310a21cf\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>\"Merry-juana\"</h2>\n<p>Another trend you'll note about millennial investors is that they really love the prospects for marijuana stocks. In this respect, I agree with them.</p>\n<p>Unfortunately, Robinhood is shortchanging its users in the cannabis department. Since the trading platform won't allow its users to buy and sell stocks listed on the over-the-counter exchange, and U.S. pot stocks can't list on major exchanges due to cannabis being illicit at the federal level, Robinhood users are stuck buying Canadian weed stocks. To put things as nicely as possible, the Canadian pot stocks have been a disaster.</p>\n<p>Aurora Cannabis, which at <a href=\"https://laohu8.com/S/AONE\">one</a> time was the most-held stock on Robinhood, has been burying its shareholders in dilution for years. It used its stock as collateral for around a dozen deals and grossly overpaid for all of its acquisitions. Even with legal Canadian weed sales climbing, Aurora's top line has been stuck in neutral or gone in reverse.</p>\n<p>Canopy Growth is another popular marijuana stock that's been an utter disappointment. The company's cash pile has dwindled significantly over the past couple of years, and Canopy is still nowhere close to generating a profit, even after closing two large greenhouses in British Columbia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11b7b594784b441dbeb82fcdb187aac3\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Starbucks.</span></p>\n<h2>Brand-name companies are popular with millennials</h2>\n<p>Lastly, you'll note that among the meme stocks, pot stocks, and penny stocks, millennial investors have also piled into brand-name companies that they're familiar with or regularly engage with.</p>\n<p>For instance, electric-vehicle (EV) manufacturer Tesla has supplanted Apple as the most-held stock in the Robinhood universe. Generally speaking, the desire to take action against climate change increases the younger someone is. Motivated young investors who want to see positive climate action taken, and who have a favorable view of CEO Elon Musk, have flocked to Tesla. In kind, Tesla's production numbers have risen significantly, and could near 800,000 EVs in 2021.</p>\n<p>Coffee giant Starbucks has also been rising up the leaderboard in recent months. It has used its mobile app and rewards as a means to keep the younger generation loyal to its brand. It has also introduced an array of healthier lunches and snack options to improve foot traffic. It definitely doesn't hurt that Starbucks is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most-recognized brands in the world.</p>\n<p>Brand-name companies that can engage with young investors are always a good bet to work their way onto Robinhood's leaderboard.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 50 Robinhood Stocks in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 50 Robinhood Stocks in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/01/the-top-50-robinhood-stocks-in-june/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volatility is always present in the stock market, but it's been especially prominent since February 2020. Though patience has, once again, paid off for investors, their gains have come after the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/01/the-top-50-robinhood-stocks-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMD":"美国超微公司","SNDL":"SNDL Inc.","DAL":"达美航空","BABA":"阿里巴巴","NIO":"蔚来","NFLX":"奈飞","ACB":"奥罗拉大麻公司","CGC":"Canopy Growth Corporation","ZOM":"Zomedica Pharmaceuticals Corp.","DIS":"迪士尼","WKHS":"Workhorse Group, Inc.","TSLA":"特斯拉","PLTR":"Palantir Technologies Inc.","SBUX":"星巴克","AMC":"AMC院线","T":"美国电话电报","CCL":"嘉年华邮轮","FCEL":"燃料电池能源","NOK":"诺基亚","F":"福特汽车","SPCE":"维珍银河","MRNA":"Moderna, Inc.","UAL":"联合大陆航空","TLRY":"Tilray Inc.","BAC":"美国银行","TWTR":"Twitter","SNAP":"Snap Inc","UBER":"优步","PLUG":"普拉格能源","KO":"可口可乐","GPRO":"GoPro","GE":"GE航空航天","AAPL":"苹果","AAL":"美国航空","GME":"游戏驿站","PFE":"辉瑞","NVDA":"英伟达","COIN":"Coinbase Global, Inc.","GM":"通用汽车","BA":"波音","OGI":"ORGANIGRAM HOLD"},"source_url":"https://www.fool.com/investing/2021/06/01/the-top-50-robinhood-stocks-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140617694","content_text":"Volatility is always present in the stock market, but it's been especially prominent since February 2020. Though patience has, once again, paid off for investors, their gains have come after the benchmark S&P 500 lost 34% of its value in less than five weeks during the first quarter of 2020.\nSome investors absolutely shy away when heightened volatility rears its head. But that's not what we've witnessed from retail investors.\nImage source: Getty Images.\nEven though retail investors have been putting their money to work on Wall Street for more than a century, they used the wild volatility on Wall Street over the past 16 months as their cue to really ramp up their buying. How do we know this? Just take a look at online investing app Robinhood, which gained approximately 3 million new users last year.\nMillennial investors have found a home at Robinhood for a bevy of reasons. The app doesn't charge commissions for buying or selling on major exchanges, and it allows fractional shares for a number of securities. The company even awards new members with free shares of stock.\nWhile it's fantastic to see young investors putting their money to work in the greatest wealth creator on the planet, it's also disturbing to see what they've been buying. Instead of taking the tried-and-true long-term investing approach, many are chasing momentum plays, penny stocks, and companies with poor operating performance.\nDon't believe me? Here are the 50 most-held stocks on Robinhood's leaderboard as we enter June:\n\n\n\nCompany\nCompany\n\n\n\n\n1. Tesla (NASDAQ:TSLA)\n26. OrganiGram Holdings\n\n\n2. Apple \n27. Bank of America\n\n\n3. AMC Entertainment Holdings (NYSE:AMC)\n28. Coinbase Global\n\n\n4. Sundial Growers (NASDAQ:SNDL)\n29. Tilray\n\n\n5. Ford Motor\n30. Facebook\n\n\n6. General Electric\n31. Canopy Growth (NASDAQ:CGC)\n\n\n7. NIO \n32. Advanced Micro Devices\n\n\n8. Walt Disney\n33. Twitter\n\n\n9. Microsoft\n34. Starbucks (NASDAQ:SBUX)\n\n\n10. Amazon \n35. Moderna\n\n\n11. American Airlines Group\n36. AT&T\n\n\n12. Plug Power\n37. FuelCell Energy\n\n\n13. Nokia \n38. Virgin Galactic Holdings \n\n\n14. Pfizer \n39. Ideanomics \n\n\n15. Aurora Cannabis (NASDAQ:ACB)\n40. Norwegian Cruise Line Holdings\n\n\n16. Carnival\n41. Vanguard S&P 500 ETF\n\n\n17. GameStop (NYSE:GME)\n42. Coca-Cola\n\n\n18. Zomedica (NYSEMKT:ZOM)\n43. General Motors\n\n\n19. GoPro \n44. NVIDIA\n\n\n20. Palantir Technologies\n45. SPDR S&P 500 ETF\n\n\n21. Churchill Capital\n46. United Airlines Holdings\n\n\n22. Delta Air Lines\n47. Uber Technologies\n\n\n23. Snap \n48. Zynga\n\n\n24. Netflix \n49. Boeing\n\n\n25. Alibaba Group Holding\n50. Workhorse Group\n\n\n\nData source: Robinhood, as of May 28, 2021.\nMeme-mania doesn't stop\nWith retail investors acting as the catalyst behind the meme stock craze (meme stocks are companies lauded for their social media popularity, not their fundamentals), it should come as no surprise that companies like AMC Entertainment, GameStop, and Sundial Growers are among the most-held on Robinhood.\nAMC, GameStop, and Sundial were some of the most heavily short-sold companies earlier this year, which made them logical targets by investors on Reddit who were looking for short-squeeze opportunities. Though we witnessed these squeezes take place in January and February, the recent trading in these names looks to be more hype or mania than short-covering.\nHistory is pretty clear that hype-driven stocks will eventually have the rug pulled out from under them. AMC, for example, is going to struggle just to service its more than $5.4 billion in corporate debt and doesn't appear to have a chance to pay back what comes due in 2026. It also has $473 million in deferred rent obligations to contend with.\nAs for GameStop, it boasts a healthy net cash position following a recent share offering. But it was very late in transitioning to digital gaming, and as a result will see its sales go nowhere for years to come. GameStop's core strategy for the time being is to keep closing physical stores to cut down on operating expenses.\nIn sum, meme stocks are bad news.\nImage source: Getty Images.\nPenny for your thoughts\nRobinhood investors have also demonstrated that they love penny stocks. Sundial Growers and Zomedica are two of the 18 most-held stocks on the platform, yet both can be purchased for under $1 a share.\nPsychologically, young and/or novice investors believe that owning more shares of stock will give them a better chance to make a lot of money. There's also the belief that it's easier to double a stock from $1 a share to $2 than, say, $100 to $200. But the reality is that penny stocks almost always trade at a low share price for very good reasons.\nIn the case of pot stock Sundial Growers, it's because the company's management team can't stop drowning its investors in share offerings. Earlier this year, the company's board OK'd an additional $800 million at-the-market share offering. Since the end of September, more than 1.35 billion shares have been issued. With 1.86 billion shares now outstanding, Sundial has almost no chance of ever generating meaningful earnings per share, or perhaps even remaining listed on the Nasdaq exchange.\nAs for veterinary health company Zomedica, it only began commercializing its first product in mid-March. Shares are currently valued at close to 40 times sales looking three years into the future. Though it does have a healthy cash position, Zomedica has buried its investors with share offerings and is closing in on 1 billion shares outstanding.\nPenny stocks are rarely cheap.\nImage source: Getty Images.\n\"Merry-juana\"\nAnother trend you'll note about millennial investors is that they really love the prospects for marijuana stocks. In this respect, I agree with them.\nUnfortunately, Robinhood is shortchanging its users in the cannabis department. Since the trading platform won't allow its users to buy and sell stocks listed on the over-the-counter exchange, and U.S. pot stocks can't list on major exchanges due to cannabis being illicit at the federal level, Robinhood users are stuck buying Canadian weed stocks. To put things as nicely as possible, the Canadian pot stocks have been a disaster.\nAurora Cannabis, which at one time was the most-held stock on Robinhood, has been burying its shareholders in dilution for years. It used its stock as collateral for around a dozen deals and grossly overpaid for all of its acquisitions. Even with legal Canadian weed sales climbing, Aurora's top line has been stuck in neutral or gone in reverse.\nCanopy Growth is another popular marijuana stock that's been an utter disappointment. The company's cash pile has dwindled significantly over the past couple of years, and Canopy is still nowhere close to generating a profit, even after closing two large greenhouses in British Columbia.\nImage source: Starbucks.\nBrand-name companies are popular with millennials\nLastly, you'll note that among the meme stocks, pot stocks, and penny stocks, millennial investors have also piled into brand-name companies that they're familiar with or regularly engage with.\nFor instance, electric-vehicle (EV) manufacturer Tesla has supplanted Apple as the most-held stock in the Robinhood universe. Generally speaking, the desire to take action against climate change increases the younger someone is. Motivated young investors who want to see positive climate action taken, and who have a favorable view of CEO Elon Musk, have flocked to Tesla. In kind, Tesla's production numbers have risen significantly, and could near 800,000 EVs in 2021.\nCoffee giant Starbucks has also been rising up the leaderboard in recent months. It has used its mobile app and rewards as a means to keep the younger generation loyal to its brand. It has also introduced an array of healthier lunches and snack options to improve foot traffic. It definitely doesn't hurt that Starbucks is one of the most-recognized brands in the world.\nBrand-name companies that can engage with young investors are always a good bet to work their way onto Robinhood's leaderboard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111103026,"gmtCreate":1622656558065,"gmtModify":1631891792461,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Meme stonks coming back into the play.who managed to get into AMC?","listText":"Meme stonks coming back into the play.who managed to get into AMC?","text":"Meme stonks coming back into the play.who managed to get into AMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111103026","repostId":"2140617694","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139099192,"gmtCreate":1621571526716,"gmtModify":1631891792465,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Still overvalued","listText":"Still overvalued","text":"Still overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139099192","repostId":"2136115927","repostType":4,"repost":{"id":"2136115927","kind":"highlight","pubTimestamp":1621568280,"share":"https://www.laohu8.com/m/news/2136115927?lang=&edition=full","pubTime":"2021-05-21 11:38","market":"us","language":"en","title":"Down 74% From Its High, Is This Solar Energy Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2136115927","media":"Motley Fool","summary":"Here's what you need to know about Array Technologies' plummeting stock price.","content":"<p>Shares of solar tracker manufacturer <b>Array Technologies</b> (NASDAQ:ARRY) have undergone a brutal 74% drawdown and are now 67% lower for the year. It's doing much worse than the <b>Invesco Solar ETF</b> (NYSEMKT:TAN), which is down around 30% so far in 2021.</p><p>Solar was <a href=\"https://laohu8.com/S/AONE\">one</a> of the best performing industries in 2020. This year, the narrative has flipped as solar and other renewable stocks are facing a slew of competitors, supply chain issues, and the threat of higher interest rates.</p><p>Here's a look at why shares of Array Technologies tanked -- and where to go from here.</p><h2>A quick primer</h2><p>Before we begin, it's important to understand Array's role in the solar industry. If you follow the sector, you might be familiar with panel players like <b>First Solar</b>, inverter and power optimizer manufacturers like <b>SolarEdge</b>,&nbsp;or microinverter makers like <b><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a></b>. Array doesn't compete with any of these companies. Instead, it makes trackers that clamp onto solar panels. Its focus is on utility-scale projects, not residential customers.</p><p>These single-axis trackers adjust panels to optimize performance throughout the day. Over the years, Array has emerged as a leader in the tracking industry. The value proposition is simple: If its trackers can generate more energy for a lower price than the cost of setting up new panels, then they help customers save money.</p><h2>Why shares are plunging</h2><p>Array's sell-off has been swift and brutal, consisting of three key phases over the course of a few months.</p><h3>Phase 1: The sector decline</h3><p>After starting the year above $43 per share, Array quickly began sliding along with the broader solar industry. There were a number of factors that played into the sector's decline, but the big ones were lower earnings expectations, rising interest rates, more competition, and valuation concerns.</p><p>Higher interest rates in particular directly affect Array. They make it more expensive to borrow money, which in turn can lower the profitability of development projects. Array's customers tend to be engineering, procurement, and construction (EPC) firms that bid for major solar projects. Fewer projects mean fewer bids, which in turn can lead to less business for Array.</p><p class=\"t-img-caption\"><img src=\"https://media.ycharts.com/charts/77bace4df750df160f613d218ddd411c.png\" tg-width=\"720\" tg-height=\"468\" referrerpolicy=\"no-referrer\"><span>ARRY data by YCharts.</span></p><h3>Phase 2: The Oaktree Capital sale</h3><p>Shortly after Array reported its fourth-quarter and full-year 2020 results, Oaktree Capital, an early investor in Array Technologies and formerly <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest shareholders in the company, sold 35.48 million shares in March. Early investors selling shares tends to be a red flag. What made this sale particularly jarring was its size and valuation.</p><p>Oaktree's sale represented over a fourth of Array's stock float (the number of shares owned by the public). The shares were also sold for an average price of $28, which was below the price of Array stock at the time. A key stakeholder offloading its position for what was then a 52-week low isn't a good look. And sure enough, Array's share price came under more pressure.</p><h3>Phase 3: First-quarter earnings</h3><p>The final blow came last week when Array reported its first-quarter 2021 results. More important than the numbers themselves is the severity in which Array's supply chain is being impacted by higher costs for steel and ocean and truck shipping costs. The company's operating expenses and costs of goods sold (COGS) skyrocketed due to a global shortage in commodities that previously were somewhat stable. Steel accounted for around half of the company's first-quarter COGS.</p><p class=\"t-img-caption\"><img src=\"https://media.ycharts.com/charts/2a7bc7ecbe8307b6890bef19ce2b35e0.png\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>ARRY Cost of Goods Sold (Quarterly) data by YCharts.</span></p><p>Management reiterated in the earnings call that the solar industry as a whole is healthy and that many of the long-term growth drivers remain intact. But the increased cost of steel and other supply chain issues singlehandedly spoiled what could have been quite a profitable quarter. Instead, the company squeaked out a meek $2.9 million in net income. To make matters worse, management suspended its full-year guidance, hinted that second-quarter revenue and profitability could be even lower, and said it was too early to know when the business environment will normalize. It also said it wouldn't provide guidance until shipping and commodity costs become more predictable.</p><h2>What to do now</h2><p>Before the post-earnings plunge, Array looked like a good value based on its previously stated guidance -- which called for revenue in the range of $1.03 billion to $1.13 billion, adjusted EBITDA between $164 million and $180 million, and adjusted net income per share of $0.82 to $0.92. But with that guidance now off the table and profitability in question, Array's short-term prospects look bleak.</p><p>There's no sugarcoating the fact that the company was blindsided by rapidly rising commodity prices. In response, Array has been scrambling to secure contracts with suppliers that will allow it to buy steel at a discount to the spot price It's also looking to raise prices and pass along some of the higher commodity costs to its customers. The problem with raising prices is that customers could simply delay their orders to the second half of the year, when commodity prices are expected to come down.</p><p>It's disappointing to see just how vulnerable Array is to rising steel prices. However, much of the long-term thesis remains intact. Given its reduced share price, Array seems like a good turnaround play. But investors interested in the stock should accept that the road to recovery could take quite some time, not to mention there could be more pain ahead if steel and shipping costs remain high.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 74% From Its High, Is This Solar Energy Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 74% From Its High, Is This Solar Energy Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/down-74-from-its-high-is-this-solar-energy-stock-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of solar tracker manufacturer Array Technologies (NASDAQ:ARRY) have undergone a brutal 74% drawdown and are now 67% lower for the year. It's doing much worse than the Invesco Solar ETF (NYSEMKT...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/down-74-from-its-high-is-this-solar-energy-stock-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARRY":"Array Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/05/20/down-74-from-its-high-is-this-solar-energy-stock-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136115927","content_text":"Shares of solar tracker manufacturer Array Technologies (NASDAQ:ARRY) have undergone a brutal 74% drawdown and are now 67% lower for the year. It's doing much worse than the Invesco Solar ETF (NYSEMKT:TAN), which is down around 30% so far in 2021.Solar was one of the best performing industries in 2020. This year, the narrative has flipped as solar and other renewable stocks are facing a slew of competitors, supply chain issues, and the threat of higher interest rates.Here's a look at why shares of Array Technologies tanked -- and where to go from here.A quick primerBefore we begin, it's important to understand Array's role in the solar industry. If you follow the sector, you might be familiar with panel players like First Solar, inverter and power optimizer manufacturers like SolarEdge, or microinverter makers like Enphase Energy. Array doesn't compete with any of these companies. Instead, it makes trackers that clamp onto solar panels. Its focus is on utility-scale projects, not residential customers.These single-axis trackers adjust panels to optimize performance throughout the day. Over the years, Array has emerged as a leader in the tracking industry. The value proposition is simple: If its trackers can generate more energy for a lower price than the cost of setting up new panels, then they help customers save money.Why shares are plungingArray's sell-off has been swift and brutal, consisting of three key phases over the course of a few months.Phase 1: The sector declineAfter starting the year above $43 per share, Array quickly began sliding along with the broader solar industry. There were a number of factors that played into the sector's decline, but the big ones were lower earnings expectations, rising interest rates, more competition, and valuation concerns.Higher interest rates in particular directly affect Array. They make it more expensive to borrow money, which in turn can lower the profitability of development projects. Array's customers tend to be engineering, procurement, and construction (EPC) firms that bid for major solar projects. Fewer projects mean fewer bids, which in turn can lead to less business for Array.ARRY data by YCharts.Phase 2: The Oaktree Capital saleShortly after Array reported its fourth-quarter and full-year 2020 results, Oaktree Capital, an early investor in Array Technologies and formerly one of the largest shareholders in the company, sold 35.48 million shares in March. Early investors selling shares tends to be a red flag. What made this sale particularly jarring was its size and valuation.Oaktree's sale represented over a fourth of Array's stock float (the number of shares owned by the public). The shares were also sold for an average price of $28, which was below the price of Array stock at the time. A key stakeholder offloading its position for what was then a 52-week low isn't a good look. And sure enough, Array's share price came under more pressure.Phase 3: First-quarter earningsThe final blow came last week when Array reported its first-quarter 2021 results. More important than the numbers themselves is the severity in which Array's supply chain is being impacted by higher costs for steel and ocean and truck shipping costs. The company's operating expenses and costs of goods sold (COGS) skyrocketed due to a global shortage in commodities that previously were somewhat stable. Steel accounted for around half of the company's first-quarter COGS.ARRY Cost of Goods Sold (Quarterly) data by YCharts.Management reiterated in the earnings call that the solar industry as a whole is healthy and that many of the long-term growth drivers remain intact. But the increased cost of steel and other supply chain issues singlehandedly spoiled what could have been quite a profitable quarter. Instead, the company squeaked out a meek $2.9 million in net income. To make matters worse, management suspended its full-year guidance, hinted that second-quarter revenue and profitability could be even lower, and said it was too early to know when the business environment will normalize. It also said it wouldn't provide guidance until shipping and commodity costs become more predictable.What to do nowBefore the post-earnings plunge, Array looked like a good value based on its previously stated guidance -- which called for revenue in the range of $1.03 billion to $1.13 billion, adjusted EBITDA between $164 million and $180 million, and adjusted net income per share of $0.82 to $0.92. But with that guidance now off the table and profitability in question, Array's short-term prospects look bleak.There's no sugarcoating the fact that the company was blindsided by rapidly rising commodity prices. In response, Array has been scrambling to secure contracts with suppliers that will allow it to buy steel at a discount to the spot price It's also looking to raise prices and pass along some of the higher commodity costs to its customers. The problem with raising prices is that customers could simply delay their orders to the second half of the year, when commodity prices are expected to come down.It's disappointing to see just how vulnerable Array is to rising steel prices. However, much of the long-term thesis remains intact. Given its reduced share price, Array seems like a good turnaround play. But investors interested in the stock should accept that the road to recovery could take quite some time, not to mention there could be more pain ahead if steel and shipping costs remain high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104185096,"gmtCreate":1620363750715,"gmtModify":1631891792467,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Amazon needs stocksplit","listText":"Amazon needs stocksplit","text":"Amazon needs stocksplit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104185096","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104188873,"gmtCreate":1620363584792,"gmtModify":1631891792472,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Maybe stock split needed to make it affordable","listText":"Maybe stock split needed to make it affordable","text":"Maybe stock split needed to make it affordable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104188873","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106379829,"gmtCreate":1620090428361,"gmtModify":1631891792475,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ethan more stronger than btc now&nbsp;","listText":"Ethan more stronger than btc now&nbsp;","text":"Ethan more stronger than btc now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106379829","repostId":"1144690690","repostType":4,"repost":{"id":"1144690690","kind":"news","pubTimestamp":1620088900,"share":"https://www.laohu8.com/m/news/1144690690?lang=&edition=full","pubTime":"2021-05-04 08:41","market":"us","language":"en","title":"Ethereum extends gains to fresh record above $3,400","url":"https://stock-news.laohu8.com/highlight/detail?id=1144690690","media":"Reuters","summary":"Cryptocurrency ether extended gains to another record peak on Tuesday, after breaking above $3,000 f","content":"<p>Cryptocurrency ether extended gains to another record peak on Tuesday, after breaking above $3,000 for the first time a day earlier as investors bet on its growing utility.</p><p>Early in Asia trade it traded as high as $3,457.64 on the bitstamp exchange , for a session rise of about 17%.</p><p>Traders have attributed the gains - which amount to some 365% for the year to date - to a catch up on bitcoin's late 2020 leap and as upgrades to the ethereum blockchain make it more useful.read more</p><p>The ether/bitcoin cross rate stood at its highest in more than two-and-a-half years on Tuesday while bitcoin was steady at $57,295.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ethereum extends gains to fresh record above $3,400</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\">\nEthereum extends gains to fresh record above $3,400\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/technology/ethereum-extends-gains-fresh-record-above-3400-2021-05-04/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cryptocurrency ether extended gains to another record peak on Tuesday, after breaking above $3,000 for the first time a day earlier as investors bet on its growing utility.Early in Asia trade it ...</p>\n\n<a href=\"https://www.reuters.com/technology/ethereum-extends-gains-fresh-record-above-3400-2021-05-04/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/technology/ethereum-extends-gains-fresh-record-above-3400-2021-05-04/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144690690","content_text":"Cryptocurrency ether extended gains to another record peak on Tuesday, after breaking above $3,000 for the first time a day earlier as investors bet on its growing utility.Early in Asia trade it traded as high as $3,457.64 on the bitstamp exchange , for a session rise of about 17%.Traders have attributed the gains - which amount to some 365% for the year to date - to a catch up on bitcoin's late 2020 leap and as upgrades to the ethereum blockchain make it more useful.read moreThe ether/bitcoin cross rate stood at its highest in more than two-and-a-half years on Tuesday while bitcoin was steady at $57,295.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375570037,"gmtCreate":1619371546929,"gmtModify":1631891792477,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Price seems to be going down&nbsp;","listText":"Price seems to be going down&nbsp;","text":"Price seems to be going down","images":[{"img":"https://static.tigerbbs.com/0e5d942bf1e4a206fcf218d53463708f","width":"1080","height":"3234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375570037","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375547479,"gmtCreate":1619371458491,"gmtModify":1634273979067,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Competition is hotting up","listText":"Competition is hotting up","text":"Competition is hotting up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375547479","repostId":"1132391349","repostType":4,"repost":{"id":"1132391349","kind":"news","pubTimestamp":1619341653,"share":"https://www.laohu8.com/m/news/1132391349?lang=&edition=full","pubTime":"2021-04-25 17:07","market":"us","language":"en","title":"Li Auto: High Risk, High Reward Speculative Chinese EV Player","url":"https://stock-news.laohu8.com/highlight/detail?id=1132391349","media":"seekingalpha","summary":"Li Auto's delivery and revenue are growing exponentially.The company might not be able to sustain its growth with an EREV vehicle.Despite risks, LI is an attractive company for risk-tolerant investors.Li Auto  is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio  and XPeng , focuses on EREV vehicles, or a combination of BEV  and an ICE  vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine","content":"<p><b>Summary</b></p>\n<ul>\n <li>Li Auto's delivery and revenue are growing exponentially.</li>\n <li>The company might not be able to sustain its growth with an EREV vehicle.</li>\n <li>Despite risks, LI is an attractive company for risk-tolerant investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57a6269e2104f12318ed1d1546de0b4f\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Li Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.</p>\n<p><b>Bull Thesis</b></p>\n<p>The world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:</p>\n<ol>\n <li><p>Li Auto's EREV vehicle is showing strong sales growth</p></li>\n <li><p>Li Auto's revenue growth and profitability potential is attractive</p></li>\n <li><p>Li Auto has a healthy balance sheet and attractive valuation compared to its competitors</p></li>\n</ol>\n<p><b>Bear Thesis</b></p>\n<p>All companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.</p>\n<ol>\n <li><p>The world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?</p></li>\n</ol>\n<p><b>Sales Growth</b></p>\n<p>Li Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered&nbsp;32,624&nbsp;vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered&nbsp;5379&nbsp;vehicles in January,2300&nbsp;vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between&nbsp;10500 to 1150&nbsp;0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.</p>\n<p><b>Li Auto's Growth</b></p>\n<p>Li Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue&nbsp;of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.</p>\n<p><img src=\"https://static.tigerbbs.com/29b00f665fd99abd1f2effa9f0f6beda\" tg-width=\"635\" tg-height=\"403\"></p>\n<p>Li Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.</p>\n<p>However, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to&nbsp;Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of&nbsp;310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ccf9dba33140a395eb7a7378d7eec4\" tg-width=\"598\" tg-height=\"270\"><span>Source - The picture shows a layout of an EREV vehicle</span></p>\n<p>On the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of&nbsp;16.5 million dollars&nbsp;in the quarter ending in December 2020 while&nbsp;Nio&nbsp;and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about&nbsp;-0.06&nbsp;per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.</p>\n<p>Li Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.</p>\n<p><b>Balance Sheet and Valuation</b></p>\n<p>Li Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.</p>\n<p>Li Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.</p>\n<p>I cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report&nbsp;0.18&nbsp;eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.</p>\n<p><b>Conclusion</b></p>\n<p>Although I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto: High Risk, High Reward Speculative Chinese EV Player</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLi Auto: High Risk, High Reward Speculative Chinese EV Player\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-...</p>\n\n<a href=\"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132391349","content_text":"Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-tolerant investors.\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nLi Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.\nBull Thesis\nThe world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:\n\nLi Auto's EREV vehicle is showing strong sales growth\nLi Auto's revenue growth and profitability potential is attractive\nLi Auto has a healthy balance sheet and attractive valuation compared to its competitors\n\nBear Thesis\nAll companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.\n\nThe world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?\n\nSales Growth\nLi Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered 32,624 vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered 5379 vehicles in January,2300 vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between 10500 to 1150 0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.\nLi Auto's Growth\nLi Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.\n\nLi Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.\nHowever, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of 310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.\nSource - The picture shows a layout of an EREV vehicle\nOn the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of 16.5 million dollars in the quarter ending in December 2020 while Nio and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about -0.06 per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.\nLi Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.\nBalance Sheet and Valuation\nLi Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.\nLi Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.\nI cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report 0.18 eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.\nConclusion\nAlthough I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375992667,"gmtCreate":1619272648959,"gmtModify":1634287343952,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Amd is eating Intel's lunch !","listText":"Amd is eating Intel's lunch !","text":"Amd is eating Intel's lunch !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375992667","repostId":"1180713929","repostType":4,"repost":{"id":"1180713929","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619191972,"share":"https://www.laohu8.com/m/news/1180713929?lang=&edition=full","pubTime":"2021-04-23 23:32","market":"us","language":"en","title":"Why AMD Stock Popped After Intel's Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1180713929","media":"Tiger Newspress","summary":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDA","content":"<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Popped After Intel's Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD Stock Popped After Intel's Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-23 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358797116,"gmtCreate":1616728470935,"gmtModify":1634524325222,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"When will they start making profit ?","listText":"When will they start making profit ?","text":"When will they start making profit ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358797116","repostId":"1194064603","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350188211,"gmtCreate":1616166342033,"gmtModify":1634526897213,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ger ready for 600","listText":"Ger ready for 600","text":"Ger ready for 600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350188211","repostId":"1147661553","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324679078,"gmtCreate":1615991695194,"gmtModify":1703496099047,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"[摊手]&nbsp;","listText":"[摊手]&nbsp;","text":"[摊手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324679078","repostId":"1140170853","repostType":4,"repost":{"id":"1140170853","kind":"news","pubTimestamp":1615989472,"share":"https://www.laohu8.com/m/news/1140170853?lang=&edition=full","pubTime":"2021-03-17 21:57","market":"us","language":"en","title":"Plug Power to Restate Financials, Stock Plummets","url":"https://stock-news.laohu8.com/highlight/detail?id=1140170853","media":"The Street","summary":"Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell co","content":"<p>Shares of Plug Power&nbsp;(<b>PLUG</b>) -Get Report&nbsp;plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.</p><p><img src=\"https://static.tigerbbs.com/28a6c7b5b383dfb719c7d2920d6846d5\" tg-width=\"685\" tg-height=\"479\"></p><p>Plug Power said in anews releasewill restate its financial statements for fiscal years 2018 and 2019 and its quarterly filings for 2019 and 2020, which will be disclosed in the Form 10-K for the year ended Dec. 31, 2020.</p><p>KPMG, the company's accounting firm, management and the audit committee of Plug Power’s board of directors \"determined that the company’s prior period financial statements need to be restated due to errors in accounting primarily related to several non-cash items, including:</p><ul><li>The reported book value of right of use assets and related finance obligations;</li><li>Loss accruals for certain service contracts;</li><li>The impairment of certain long-lived assets; and</li><li>The classification of certain costs, resulting in a decrease in research and development expense and a corresponding increase in cost of revenue.</li></ul><p>“The accounting related to the restatement is complex and technical and involves significant judgments in how to apply U.S. GAAP, given the innovative nature of the company’s business and its leading position in a new and rapidly developing industry,” Plug Power said.</p><p>As a result of the corrections, Plug Power will not file its form 10K by Tuesday as planned, it said, but will do so “as soon as possible.”</p><p>After it reported fourth-quarter&nbsp;results&nbsp;in February, the company and&nbsp;KPMG identified the issues, which it said did not “result from any override of controls or misconduct.”</p><p>Shares of Plug Power were up 1,446% over the past year, compared with gains of more than 60% for the S&amp;P 500 index. At the start of March,JP Morgan upgraded the hydrogen fuel cell companyto overweight from neutral.</p><p>Shares fell 8.14% in regular trade Tuesday to close at $42.68. In late trade, the stock was down 11.4% to $37.82.</p><p>On Wall Street Tuesday,stocks finished mixedas the Dow Jones Industrial Average and S&amp;P 500 fell from records and investors turned their attention to the Federal Reserve for the central bank's projections on the economy.</p><p>The Dow Jones Industrial Average finished down 127 points, or 0.39%, to 32,825. The blue-chip index closed higher Monday for a seventh straight session.</p><p><img src=\"https://static.tigerbbs.com/afceffb177ea9e9ae7b19db3068a0ae1\" tg-width=\"685\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plug Power to Restate Financials, Stock Plummets</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\">\nPlug Power to Restate Financials, Stock Plummets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.Plug Power said in anews ...</p>\n\n<a href=\"https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140170853","content_text":"Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.Plug Power said in anews releasewill restate its financial statements for fiscal years 2018 and 2019 and its quarterly filings for 2019 and 2020, which will be disclosed in the Form 10-K for the year ended Dec. 31, 2020.KPMG, the company's accounting firm, management and the audit committee of Plug Power’s board of directors \"determined that the company’s prior period financial statements need to be restated due to errors in accounting primarily related to several non-cash items, including:The reported book value of right of use assets and related finance obligations;Loss accruals for certain service contracts;The impairment of certain long-lived assets; andThe classification of certain costs, resulting in a decrease in research and development expense and a corresponding increase in cost of revenue.“The accounting related to the restatement is complex and technical and involves significant judgments in how to apply U.S. GAAP, given the innovative nature of the company’s business and its leading position in a new and rapidly developing industry,” Plug Power said.As a result of the corrections, Plug Power will not file its form 10K by Tuesday as planned, it said, but will do so “as soon as possible.”After it reported fourth-quarter results in February, the company and KPMG identified the issues, which it said did not “result from any override of controls or misconduct.”Shares of Plug Power were up 1,446% over the past year, compared with gains of more than 60% for the S&P 500 index. At the start of March,JP Morgan upgraded the hydrogen fuel cell companyto overweight from neutral.Shares fell 8.14% in regular trade Tuesday to close at $42.68. In late trade, the stock was down 11.4% to $37.82.On Wall Street Tuesday,stocks finished mixedas the Dow Jones Industrial Average and S&P 500 fell from records and investors turned their attention to the Federal Reserve for the central bank's projections on the economy.The Dow Jones Industrial Average finished down 127 points, or 0.39%, to 32,825. The blue-chip index closed higher Monday for a seventh straight session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322385183,"gmtCreate":1615774098242,"gmtModify":1703492747702,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322385183","repostId":"1143590834","repostType":4,"repost":{"id":"1143590834","kind":"news","pubTimestamp":1615773783,"share":"https://www.laohu8.com/m/news/1143590834?lang=&edition=full","pubTime":"2021-03-15 10:03","market":"us","language":"en","title":"Higher Rates Won’t Kill the Stock Market. What to Do Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1143590834","media":"Barrons","summary":"Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. ","content":"<p>Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.</p>\n<p>Sure, the major indexes finished higher on the week after settingrecord highsalong the way. Value stocks continued their run-up. Butheightened volatility—especially on theNasdaq Composite—made things look a lot more blustery. The tech-heavy index moved up or down more than 2% three of the five days this past week. On Wednesday, a relatively calm day, the Nasdaq had a 1.8% intraday swing.</p>\n<p>TheDow Jones Industrial Average,for its part, rose five straight days, gaining almost 1,300 points, or 4.1%, closing at 32,779. That’s its best weekly gain since November. TheS&amp;P 500 index’sintraweek range was almost 4%. It ended up rising four out of five days and finishing up the week 2.6%, at 3,943. The Nasdaq broke a three week losing streak, despite the volatility, riding a big 3.7% Tuesday gain to finish up 3.1% for the week at 13,320.</p>\n<p>Rising interest rates—and what they signal about rising inflation—are the reason for the volatility. But higher rates aren’t a signal that investors should sell now. The market could well rise higher still. The stocks leading the market, however, might be a little different than the ones that led it to records in 2020.</p>\n<p>Investors fear rising rates for two reasons. First, they make it harder to finance businesses. Higher interest expenses means bondholders, and not stockholders, get a bit more of a company’s cash. Second, theyreduce the valueof future cash flow and dividends, hitting growth stocks especially hard.</p>\n<p>Yet rates aren’t even all that high. The 10-year Treasury yield has gone from about 1.2% to 1.6% over the past month. Rates were higher than that back in January 2020, before the pandemic. What is really vexing investors is how fast they have risen.</p>\n<p>At the end of 2020’s third quarter, the 10-year Treasury yield was about 0.7%. On Feb. 16—the date the Nasdaq reached its all-time high—it was 1.3%, a 60-basis-point increase. (A basis point is 1/100th of a percentage point.) The Nasdaq rose 21% over that span. Then bond yields went from 1.3% to 1.6% between Feb. 16 and March 8, just after the Nasdaq entered correction territory. That’s a 30-basis-point move in less than a month. The Nasdaq tanked, dropping 10%.</p>\n<p>“When rates creep higher, the market can take that,”Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, tells<i>Barron’s</i>. “The path of rates—the speed at which rates move—is the key question.”</p>\n<p>Rates matter, but they can’t explain all the swings of the Nasdaq this past week. U.S. inflation data, for instance, was benign on Wednesday. Consumer prices rose at a slower rate than expected, and bond yields fell. Still, the Nasdaq, which had jumped almost 2% early in the day, gave up all its gains and closed lower.Tesla(ticker: TSLA), ahighflying growth stock, which had risen more than 6% that day, closed down 0.8%.</p>\n<p>The reason? “Investors were worried about being overweight growth stocks,” says Slimmon. Growth stocks have trounced value stocks for years, but more recentlyvalue has made a comeback. TheRussell 1000 Value index,for instance, is up about 11% year to date. TheRussell 1000 Growth indexis down slightly.</p>\n<p>Slimmon sees value stocks continuing their momentum. Analysts’ earnings estimates for the coming year are rising faster among financial and industrial companies than tech names. Such revisions are a useful way to see which sectors are getting better, or worse, and at what rate. Big positive earnings revisions typically mean good things for stocks down the road.</p>\n<p>Brian Rauscher, Fundstrat Global Advisors’ head of global portfolio strategy and asset allocation, also looks at earnings estimate revisions to help clients allocate investment dollars. He’s still bullish. “Accelerating estimate revisions and good [monetary and fiscal] policy do not signal the end of a bull market, even if people feel uncomfortable,” he says.</p>\n<p>Most of his clients feel agitated right now, Rauscher says. Growth managers want to know if they should buy the recent dip. Value managers wonder if they should ride the recent rally further. For him, tech stocks aren’t dead, but value-oriented, cyclical stocks such as industrial companies, financials, materials producers, and travel companies look even more attractive.</p>\n<p>Marketwide valuations area little high, he acknowledges. That’s another risk his clients are worried about. “Elevated, not stretched,” is how Rauscher characterizes the situation. “Is the market above fair value? Sure. Is it ridiculous? No.”</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>Higher Rates Won’t Kill the Stock Market. What to Do Now.</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\">\nHigher Rates Won’t Kill the Stock Market. What to Do Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.\nSure, the major indexes finished ...</p>\n\n<a href=\"https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143590834","content_text":"Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.\nSure, the major indexes finished higher on the week after settingrecord highsalong the way. Value stocks continued their run-up. Butheightened volatility—especially on theNasdaq Composite—made things look a lot more blustery. The tech-heavy index moved up or down more than 2% three of the five days this past week. On Wednesday, a relatively calm day, the Nasdaq had a 1.8% intraday swing.\nTheDow Jones Industrial Average,for its part, rose five straight days, gaining almost 1,300 points, or 4.1%, closing at 32,779. That’s its best weekly gain since November. TheS&P 500 index’sintraweek range was almost 4%. It ended up rising four out of five days and finishing up the week 2.6%, at 3,943. The Nasdaq broke a three week losing streak, despite the volatility, riding a big 3.7% Tuesday gain to finish up 3.1% for the week at 13,320.\nRising interest rates—and what they signal about rising inflation—are the reason for the volatility. But higher rates aren’t a signal that investors should sell now. The market could well rise higher still. The stocks leading the market, however, might be a little different than the ones that led it to records in 2020.\nInvestors fear rising rates for two reasons. First, they make it harder to finance businesses. Higher interest expenses means bondholders, and not stockholders, get a bit more of a company’s cash. Second, theyreduce the valueof future cash flow and dividends, hitting growth stocks especially hard.\nYet rates aren’t even all that high. The 10-year Treasury yield has gone from about 1.2% to 1.6% over the past month. Rates were higher than that back in January 2020, before the pandemic. What is really vexing investors is how fast they have risen.\nAt the end of 2020’s third quarter, the 10-year Treasury yield was about 0.7%. On Feb. 16—the date the Nasdaq reached its all-time high—it was 1.3%, a 60-basis-point increase. (A basis point is 1/100th of a percentage point.) The Nasdaq rose 21% over that span. Then bond yields went from 1.3% to 1.6% between Feb. 16 and March 8, just after the Nasdaq entered correction territory. That’s a 30-basis-point move in less than a month. The Nasdaq tanked, dropping 10%.\n“When rates creep higher, the market can take that,”Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, tellsBarron’s. “The path of rates—the speed at which rates move—is the key question.”\nRates matter, but they can’t explain all the swings of the Nasdaq this past week. U.S. inflation data, for instance, was benign on Wednesday. Consumer prices rose at a slower rate than expected, and bond yields fell. Still, the Nasdaq, which had jumped almost 2% early in the day, gave up all its gains and closed lower.Tesla(ticker: TSLA), ahighflying growth stock, which had risen more than 6% that day, closed down 0.8%.\nThe reason? “Investors were worried about being overweight growth stocks,” says Slimmon. Growth stocks have trounced value stocks for years, but more recentlyvalue has made a comeback. TheRussell 1000 Value index,for instance, is up about 11% year to date. TheRussell 1000 Growth indexis down slightly.\nSlimmon sees value stocks continuing their momentum. Analysts’ earnings estimates for the coming year are rising faster among financial and industrial companies than tech names. Such revisions are a useful way to see which sectors are getting better, or worse, and at what rate. Big positive earnings revisions typically mean good things for stocks down the road.\nBrian Rauscher, Fundstrat Global Advisors’ head of global portfolio strategy and asset allocation, also looks at earnings estimate revisions to help clients allocate investment dollars. He’s still bullish. “Accelerating estimate revisions and good [monetary and fiscal] policy do not signal the end of a bull market, even if people feel uncomfortable,” he says.\nMost of his clients feel agitated right now, Rauscher says. Growth managers want to know if they should buy the recent dip. Value managers wonder if they should ride the recent rally further. For him, tech stocks aren’t dead, but value-oriented, cyclical stocks such as industrial companies, financials, materials producers, and travel companies look even more attractive.\nMarketwide valuations area little high, he acknowledges. That’s another risk his clients are worried about. “Elevated, not stretched,” is how Rauscher characterizes the situation. “Is the market above fair value? Sure. Is it ridiculous? No.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360821788,"gmtCreate":1613887167444,"gmtModify":1634551946533,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360821788","repostId":"1137053250","repostType":4,"repost":{"id":"1137053250","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613716832,"share":"https://www.laohu8.com/m/news/1137053250?lang=&edition=full","pubTime":"2021-02-19 14:40","market":"fut","language":"en","title":"Goldman Sachs sees minimal oil price impact from Texas freeze","url":"https://stock-news.laohu8.com/highlight/detail?id=1137053250","media":"Reuters","summary":"Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pip","content":"<p>Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.</p><p>Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.</p><p>Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.</p><p>The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.</p><p>“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.</p><p>Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.</p><p>Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.</p><p>Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs sees minimal oil price impact from Texas freeze</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs sees minimal oil price impact from Texas freeze\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 14:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.</p><p>Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.</p><p>Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.</p><p>The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.</p><p>“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.</p><p>Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.</p><p>Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.</p><p>Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137053250","content_text":"Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360823387,"gmtCreate":1613886817749,"gmtModify":1634551947872,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"10c has their finger in everything&nbsp;","listText":"10c has their finger in everything&nbsp;","text":"10c has their finger in everything","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360823387","repostId":"1163973263","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360867432,"gmtCreate":1613886310526,"gmtModify":1634551949819,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"When will the bubble burst","listText":"When will the bubble burst","text":"When will the bubble burst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360867432","repostId":"1179306002","repostType":4,"repost":{"id":"1179306002","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613727528,"share":"https://www.laohu8.com/m/news/1179306002?lang=&edition=full","pubTime":"2021-02-19 17:38","market":"us","language":"en","title":"Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306002","media":"Reuters","summary":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inf","content":"<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA</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\">\nBig tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306002","content_text":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382036891,"gmtCreate":1613297524413,"gmtModify":1634553981517,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Marker keeps making new ath","listText":"Marker keeps making new ath","text":"Marker keeps making new ath","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382036891","repostId":"2110200430","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":145789136,"gmtCreate":1626245700725,"gmtModify":1631891792453,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"So many ipos all coming in the most&nbsp;","listText":"So many ipos all coming in the most&nbsp;","text":"So many ipos all coming in the most","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145789136","repostId":"1138450370","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375992667,"gmtCreate":1619272648959,"gmtModify":1634287343952,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Amd is eating Intel's lunch !","listText":"Amd is eating Intel's lunch !","text":"Amd is eating Intel's lunch !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375992667","repostId":"1180713929","repostType":4,"repost":{"id":"1180713929","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619191972,"share":"https://www.laohu8.com/m/news/1180713929?lang=&edition=full","pubTime":"2021-04-23 23:32","market":"us","language":"en","title":"Why AMD Stock Popped After Intel's Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1180713929","media":"Tiger Newspress","summary":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDA","content":"<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Popped After Intel's Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD Stock Popped After Intel's Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-23 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322385183,"gmtCreate":1615774098242,"gmtModify":1703492747702,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322385183","repostId":"1143590834","repostType":4,"repost":{"id":"1143590834","kind":"news","pubTimestamp":1615773783,"share":"https://www.laohu8.com/m/news/1143590834?lang=&edition=full","pubTime":"2021-03-15 10:03","market":"us","language":"en","title":"Higher Rates Won’t Kill the Stock Market. What to Do Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1143590834","media":"Barrons","summary":"Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. ","content":"<p>Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.</p>\n<p>Sure, the major indexes finished higher on the week after settingrecord highsalong the way. Value stocks continued their run-up. Butheightened volatility—especially on theNasdaq Composite—made things look a lot more blustery. The tech-heavy index moved up or down more than 2% three of the five days this past week. On Wednesday, a relatively calm day, the Nasdaq had a 1.8% intraday swing.</p>\n<p>TheDow Jones Industrial Average,for its part, rose five straight days, gaining almost 1,300 points, or 4.1%, closing at 32,779. That’s its best weekly gain since November. TheS&amp;P 500 index’sintraweek range was almost 4%. It ended up rising four out of five days and finishing up the week 2.6%, at 3,943. The Nasdaq broke a three week losing streak, despite the volatility, riding a big 3.7% Tuesday gain to finish up 3.1% for the week at 13,320.</p>\n<p>Rising interest rates—and what they signal about rising inflation—are the reason for the volatility. But higher rates aren’t a signal that investors should sell now. The market could well rise higher still. The stocks leading the market, however, might be a little different than the ones that led it to records in 2020.</p>\n<p>Investors fear rising rates for two reasons. First, they make it harder to finance businesses. Higher interest expenses means bondholders, and not stockholders, get a bit more of a company’s cash. Second, theyreduce the valueof future cash flow and dividends, hitting growth stocks especially hard.</p>\n<p>Yet rates aren’t even all that high. The 10-year Treasury yield has gone from about 1.2% to 1.6% over the past month. Rates were higher than that back in January 2020, before the pandemic. What is really vexing investors is how fast they have risen.</p>\n<p>At the end of 2020’s third quarter, the 10-year Treasury yield was about 0.7%. On Feb. 16—the date the Nasdaq reached its all-time high—it was 1.3%, a 60-basis-point increase. (A basis point is 1/100th of a percentage point.) The Nasdaq rose 21% over that span. Then bond yields went from 1.3% to 1.6% between Feb. 16 and March 8, just after the Nasdaq entered correction territory. That’s a 30-basis-point move in less than a month. The Nasdaq tanked, dropping 10%.</p>\n<p>“When rates creep higher, the market can take that,”Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, tells<i>Barron’s</i>. “The path of rates—the speed at which rates move—is the key question.”</p>\n<p>Rates matter, but they can’t explain all the swings of the Nasdaq this past week. U.S. inflation data, for instance, was benign on Wednesday. Consumer prices rose at a slower rate than expected, and bond yields fell. Still, the Nasdaq, which had jumped almost 2% early in the day, gave up all its gains and closed lower.Tesla(ticker: TSLA), ahighflying growth stock, which had risen more than 6% that day, closed down 0.8%.</p>\n<p>The reason? “Investors were worried about being overweight growth stocks,” says Slimmon. Growth stocks have trounced value stocks for years, but more recentlyvalue has made a comeback. TheRussell 1000 Value index,for instance, is up about 11% year to date. TheRussell 1000 Growth indexis down slightly.</p>\n<p>Slimmon sees value stocks continuing their momentum. Analysts’ earnings estimates for the coming year are rising faster among financial and industrial companies than tech names. Such revisions are a useful way to see which sectors are getting better, or worse, and at what rate. Big positive earnings revisions typically mean good things for stocks down the road.</p>\n<p>Brian Rauscher, Fundstrat Global Advisors’ head of global portfolio strategy and asset allocation, also looks at earnings estimate revisions to help clients allocate investment dollars. He’s still bullish. “Accelerating estimate revisions and good [monetary and fiscal] policy do not signal the end of a bull market, even if people feel uncomfortable,” he says.</p>\n<p>Most of his clients feel agitated right now, Rauscher says. Growth managers want to know if they should buy the recent dip. Value managers wonder if they should ride the recent rally further. For him, tech stocks aren’t dead, but value-oriented, cyclical stocks such as industrial companies, financials, materials producers, and travel companies look even more attractive.</p>\n<p>Marketwide valuations area little high, he acknowledges. That’s another risk his clients are worried about. “Elevated, not stretched,” is how Rauscher characterizes the situation. “Is the market above fair value? Sure. Is it ridiculous? No.”</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>Higher Rates Won’t Kill the Stock Market. What to Do Now.</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\">\nHigher Rates Won’t Kill the Stock Market. What to Do Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.\nSure, the major indexes finished ...</p>\n\n<a href=\"https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/higher-rates-wont-kill-the-stock-market-what-to-do-now-51615599362?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143590834","content_text":"Sometimes when the water gets rough, the first inclination is to find a port to ride out the storm. This isn’t one of those times. Investors would be wise tosail on.\nSure, the major indexes finished higher on the week after settingrecord highsalong the way. Value stocks continued their run-up. Butheightened volatility—especially on theNasdaq Composite—made things look a lot more blustery. The tech-heavy index moved up or down more than 2% three of the five days this past week. On Wednesday, a relatively calm day, the Nasdaq had a 1.8% intraday swing.\nTheDow Jones Industrial Average,for its part, rose five straight days, gaining almost 1,300 points, or 4.1%, closing at 32,779. That’s its best weekly gain since November. TheS&P 500 index’sintraweek range was almost 4%. It ended up rising four out of five days and finishing up the week 2.6%, at 3,943. The Nasdaq broke a three week losing streak, despite the volatility, riding a big 3.7% Tuesday gain to finish up 3.1% for the week at 13,320.\nRising interest rates—and what they signal about rising inflation—are the reason for the volatility. But higher rates aren’t a signal that investors should sell now. The market could well rise higher still. The stocks leading the market, however, might be a little different than the ones that led it to records in 2020.\nInvestors fear rising rates for two reasons. First, they make it harder to finance businesses. Higher interest expenses means bondholders, and not stockholders, get a bit more of a company’s cash. Second, theyreduce the valueof future cash flow and dividends, hitting growth stocks especially hard.\nYet rates aren’t even all that high. The 10-year Treasury yield has gone from about 1.2% to 1.6% over the past month. Rates were higher than that back in January 2020, before the pandemic. What is really vexing investors is how fast they have risen.\nAt the end of 2020’s third quarter, the 10-year Treasury yield was about 0.7%. On Feb. 16—the date the Nasdaq reached its all-time high—it was 1.3%, a 60-basis-point increase. (A basis point is 1/100th of a percentage point.) The Nasdaq rose 21% over that span. Then bond yields went from 1.3% to 1.6% between Feb. 16 and March 8, just after the Nasdaq entered correction territory. That’s a 30-basis-point move in less than a month. The Nasdaq tanked, dropping 10%.\n“When rates creep higher, the market can take that,”Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, tellsBarron’s. “The path of rates—the speed at which rates move—is the key question.”\nRates matter, but they can’t explain all the swings of the Nasdaq this past week. U.S. inflation data, for instance, was benign on Wednesday. Consumer prices rose at a slower rate than expected, and bond yields fell. Still, the Nasdaq, which had jumped almost 2% early in the day, gave up all its gains and closed lower.Tesla(ticker: TSLA), ahighflying growth stock, which had risen more than 6% that day, closed down 0.8%.\nThe reason? “Investors were worried about being overweight growth stocks,” says Slimmon. Growth stocks have trounced value stocks for years, but more recentlyvalue has made a comeback. TheRussell 1000 Value index,for instance, is up about 11% year to date. TheRussell 1000 Growth indexis down slightly.\nSlimmon sees value stocks continuing their momentum. Analysts’ earnings estimates for the coming year are rising faster among financial and industrial companies than tech names. Such revisions are a useful way to see which sectors are getting better, or worse, and at what rate. Big positive earnings revisions typically mean good things for stocks down the road.\nBrian Rauscher, Fundstrat Global Advisors’ head of global portfolio strategy and asset allocation, also looks at earnings estimate revisions to help clients allocate investment dollars. He’s still bullish. “Accelerating estimate revisions and good [monetary and fiscal] policy do not signal the end of a bull market, even if people feel uncomfortable,” he says.\nMost of his clients feel agitated right now, Rauscher says. Growth managers want to know if they should buy the recent dip. Value managers wonder if they should ride the recent rally further. For him, tech stocks aren’t dead, but value-oriented, cyclical stocks such as industrial companies, financials, materials producers, and travel companies look even more attractive.\nMarketwide valuations area little high, he acknowledges. That’s another risk his clients are worried about. “Elevated, not stretched,” is how Rauscher characterizes the situation. “Is the market above fair value? Sure. Is it ridiculous? No.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177474669,"gmtCreate":1627259991651,"gmtModify":1631891792452,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"In a bull mkt everyone is a genius&nbsp;","listText":"In a bull mkt everyone is a genius&nbsp;","text":"In a bull mkt everyone is a genius","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177474669","repostId":"1103373914","repostType":4,"repost":{"id":"1103373914","kind":"news","pubTimestamp":1627259726,"share":"https://www.laohu8.com/m/news/1103373914?lang=&edition=full","pubTime":"2021-07-26 08:35","market":"us","language":"en","title":"A British Trust Managing $39M In Assets Sells DoorDash And VMware Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1103373914","media":"Benzinga","summary":"What happened:A British medical charity that manages $39 billion in assets has disclosed changes to ","content":"<p><b>What happened:</b>A British medical charity that manages $39 billion in assets has disclosed changes to its U.S. traded stock holdings during the second quarter.</p>\n<p>A filing with the Securities and Exchange Commission shows&nbsp;<b>Wellcome Trust</b>&nbsp;significantly reduced its investment&nbsp;in&nbsp;<b>DoorDash</b>&nbsp;, and sold off holdings in&nbsp;<b>VMware</b>&nbsp;, while buying more&nbsp;<b>Linde</b>&nbsp;shares, and taking a new position in&nbsp;<b>ServiceNow</b>&nbsp;, according toBarron's.</p>\n<p><b>Why it’s important:</b>London-based Wellcome Trust is one of the largest foundations in the world and is known for its investment expertise, and insight into the healthcare industry. The director of the trust, Jeremy Farrar, provided a warning to a group of money managers in January of 2020 that the coronavirus would have a dramatic impact world markets.</p>\n<p>Wellcome sold 2.8 million shares of&nbsp;<b>DoorDash</b>&nbsp;shares in the second quarter, and now holds 7.3 million shares of the company's stock.</p>\n<p>The trust also sold all 1.7 million&nbsp;<b>VMware</b>&nbsp;shares it had owned at the end of March.&nbsp;<b>Dell Technologies Inc</b>&nbsp;owns 80.6% of the cloud-software firm, and plans to spin off those shares to its shareholders in the fourth quarter.</p>\n<p><b>What’s next:</b>The filing indicates Wellcome purchased 2.8 million more shares of&nbsp;<b>Linde</b>for a total investment of 3.3 million shares. The foundation also initiated a stake of 456,927&nbsp;<b>ServiceNow</b>shares in the second quarter. The company is a provider of workflow-management software.</p>","source":"lsy1606299360108","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>A British Trust Managing $39M In Assets Sells DoorDash And VMware Holdings</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\">\nA British Trust Managing $39M In Assets Sells DoorDash And VMware Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/22140442/a-british-trust-managing-39m-in-assets-sells-doordash-and-vmware-holdings><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened:A British medical charity that manages $39 billion in assets has disclosed changes to its U.S. traded stock holdings during the second quarter.\nA filing with the Securities and Exchange ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/22140442/a-british-trust-managing-39m-in-assets-sells-doordash-and-vmware-holdings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VMW":"威睿","NOW":"ServiceNow","LIN":"Linde PLC","DASH":"DoorDash, Inc."},"source_url":"https://www.benzinga.com/news/21/07/22140442/a-british-trust-managing-39m-in-assets-sells-doordash-and-vmware-holdings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103373914","content_text":"What happened:A British medical charity that manages $39 billion in assets has disclosed changes to its U.S. traded stock holdings during the second quarter.\nA filing with the Securities and Exchange Commission shows Wellcome Trust significantly reduced its investment in DoorDash , and sold off holdings in VMware , while buying more Linde shares, and taking a new position in ServiceNow , according toBarron's.\nWhy it’s important:London-based Wellcome Trust is one of the largest foundations in the world and is known for its investment expertise, and insight into the healthcare industry. The director of the trust, Jeremy Farrar, provided a warning to a group of money managers in January of 2020 that the coronavirus would have a dramatic impact world markets.\nWellcome sold 2.8 million shares of DoorDash shares in the second quarter, and now holds 7.3 million shares of the company's stock.\nThe trust also sold all 1.7 million VMware shares it had owned at the end of March. Dell Technologies Inc owns 80.6% of the cloud-software firm, and plans to spin off those shares to its shareholders in the fourth quarter.\nWhat’s next:The filing indicates Wellcome purchased 2.8 million more shares of Lindefor a total investment of 3.3 million shares. The foundation also initiated a stake of 456,927 ServiceNowshares in the second quarter. The company is a provider of workflow-management software.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104185096,"gmtCreate":1620363750715,"gmtModify":1631891792467,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Amazon needs stocksplit","listText":"Amazon needs stocksplit","text":"Amazon needs stocksplit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104185096","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375547479,"gmtCreate":1619371458491,"gmtModify":1634273979067,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Competition is hotting up","listText":"Competition is hotting up","text":"Competition is hotting up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375547479","repostId":"1132391349","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139099192,"gmtCreate":1621571526716,"gmtModify":1631891792465,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Still overvalued","listText":"Still overvalued","text":"Still overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139099192","repostId":"2136115927","repostType":4,"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350188211,"gmtCreate":1616166342033,"gmtModify":1634526897213,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ger ready for 600","listText":"Ger ready for 600","text":"Ger ready for 600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350188211","repostId":"1147661553","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111103828,"gmtCreate":1622656681864,"gmtModify":1631891792459,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Who got into AMC?","listText":"Who got into AMC?","text":"Who got into AMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111103828","repostId":"2140617694","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104188873,"gmtCreate":1620363584792,"gmtModify":1631891792472,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Maybe stock split needed to make it affordable","listText":"Maybe stock split needed to make it affordable","text":"Maybe stock split needed to make it affordable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104188873","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375570037,"gmtCreate":1619371546929,"gmtModify":1631891792477,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Price seems to be going down&nbsp;","listText":"Price seems to be going down&nbsp;","text":"Price seems to be going down","images":[{"img":"https://static.tigerbbs.com/0e5d942bf1e4a206fcf218d53463708f","width":"1080","height":"3234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375570037","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":360867432,"gmtCreate":1613886310526,"gmtModify":1634551949819,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"When will the bubble burst","listText":"When will the bubble burst","text":"When will the bubble burst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360867432","repostId":"1179306002","repostType":4,"repost":{"id":"1179306002","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613727528,"share":"https://www.laohu8.com/m/news/1179306002?lang=&edition=full","pubTime":"2021-02-19 17:38","market":"us","language":"en","title":"Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306002","media":"Reuters","summary":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inf","content":"<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA</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\">\nBig tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306002","content_text":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106379829,"gmtCreate":1620090428361,"gmtModify":1631891792475,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Ethan more stronger than btc now&nbsp;","listText":"Ethan more stronger than btc now&nbsp;","text":"Ethan more stronger than btc now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106379829","repostId":"1144690690","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358797116,"gmtCreate":1616728470935,"gmtModify":1634524325222,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"When will they start making profit ?","listText":"When will they start making profit ?","text":"When will they start making profit ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358797116","repostId":"1194064603","repostType":4,"repost":{"id":"1194064603","kind":"news","pubTimestamp":1616728056,"share":"https://www.laohu8.com/m/news/1194064603?lang=&edition=full","pubTime":"2021-03-26 11:07","market":"us","language":"en","title":"If You Liked These IPOs Before You'll Love Them at 50% Off Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1194064603","media":"fool","summary":"There have been a lot of compelling new stocks hitting the market over the past year. They may have ","content":"<p>There have been a lot of compelling new stocks hitting the market over the past year. They may have hit the ground running, but initial public offerings (IPOs) have been among the hardest-hit names during the recent correction for growth stocks.</p>\n<p><b>Unity Software</b>,<b>fuboTV</b>, and<b>Lemonade</b>are three fast-growing companies that went public over the past year. They were all hot rookies early in their publicly traded tenure but have sold off sharply in recent weeks. Let's see why these three stocks that have been roughly cut in half as of Wednesday's market close since peaking deserve your due diligence.</p>\n<p>1. Unity Software -- Down 47%</p>\n<p>The game's afoot at Unity Software. The cloud-based platform for real-time 3D content creation was originally a hit with game developers, but a wider net has been tossed out to Hollywood studios, architects, engineers, and graphic designers. The client base is expanding, and Unity has acouple of revenue streamsto make the most of its newfound popularity.</p>\n<p>Unity's not hurting for business. Revenue rose 43% last year, including a 39% year-over-year increase in February's fourth-quarter report. Customers are staying close, too. Unity's dollar-based net expansion rate -- a popular metric for software-as-a-service(SaaS) stocksthat measures client engagement -- has grown from 133% to 138% over the past year. In other words, the average returning account is spending 38% more on Unity's platform than a year earlier.</p>\n<p>2. fuboTV -- Down 57%</p>\n<p>Folks are cutting the cord, and live-TV streaming services are growing quickly as a way to fill the digital void for folks craving live sports and network programming. The fastest-growing player in this niche is fuboTV.</p>\n<p>Its customer count has risen 73% over the past year. While it'snot the top dog here, its 547,880 customers are generating nearly $70 a month in revenue between subscriptions and rapidly growing ad revenue.</p>\n<p>FuboTV is hoping to monetize its \"sports first\" market positioning this year. It will roll out a fantasy sports platform for its viewers this summer and expects to launch an online sportsbook in the fourth quarter. Despite the company's accelerating growth and its short history of jacking up guidance, this is the one name on the list that has actually surrendered more than half of its value since peaking three months ago.</p>\n<p>3. Lemonade -- Down 53%</p>\n<p>Lemons may make you pucker up, and investors who have seen their Lemonade shares give up nearly half of their peak gains may feel the same way. The high tech and potentially disruptive insurance company is still a name worth sipping. Lemonade has reinvented the insurance shopping and claims reporting experience. It leans on artificial-intelligence chatbots to serve up quotes, and the claims process can sometimes be completed the same way.</p>\n<p>Lemonade initially launched as a platform for renters and homeowners but recently rolled out policies for pet owners. Consumers -- primarily young renters and first-time homebuyers -- are flocking to Lemonade. It's seen its active policies climb 56% over the past year, and now is serving1 million accounts. Premiums paid per account are up 20%, on average, over the past year, and its gross loss ratio keeps improving alongside the platform's scalability.</p>\n<p>Unity Software, fuboTV, and Lemonade would have to roughly double to get back to their earlier highs. They may not all get there, but this is an opportunistic time to consider adding one of these three fallen IPO angels to your watch list.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Liked These IPOs Before You'll Love Them at 50% Off Now</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\">\nIf You Liked These IPOs Before You'll Love Them at 50% Off Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/25/if-you-liked-these-ipos-before-youll-love-them-at/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of compelling new stocks hitting the market over the past year. They may have hit the ground running, but initial public offerings (IPOs) have been among the hardest-hit names ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/25/if-you-liked-these-ipos-before-youll-love-them-at/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/25/if-you-liked-these-ipos-before-youll-love-them-at/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194064603","content_text":"There have been a lot of compelling new stocks hitting the market over the past year. They may have hit the ground running, but initial public offerings (IPOs) have been among the hardest-hit names during the recent correction for growth stocks.\nUnity Software,fuboTV, andLemonadeare three fast-growing companies that went public over the past year. They were all hot rookies early in their publicly traded tenure but have sold off sharply in recent weeks. Let's see why these three stocks that have been roughly cut in half as of Wednesday's market close since peaking deserve your due diligence.\n1. Unity Software -- Down 47%\nThe game's afoot at Unity Software. The cloud-based platform for real-time 3D content creation was originally a hit with game developers, but a wider net has been tossed out to Hollywood studios, architects, engineers, and graphic designers. The client base is expanding, and Unity has acouple of revenue streamsto make the most of its newfound popularity.\nUnity's not hurting for business. Revenue rose 43% last year, including a 39% year-over-year increase in February's fourth-quarter report. Customers are staying close, too. Unity's dollar-based net expansion rate -- a popular metric for software-as-a-service(SaaS) stocksthat measures client engagement -- has grown from 133% to 138% over the past year. In other words, the average returning account is spending 38% more on Unity's platform than a year earlier.\n2. fuboTV -- Down 57%\nFolks are cutting the cord, and live-TV streaming services are growing quickly as a way to fill the digital void for folks craving live sports and network programming. The fastest-growing player in this niche is fuboTV.\nIts customer count has risen 73% over the past year. While it'snot the top dog here, its 547,880 customers are generating nearly $70 a month in revenue between subscriptions and rapidly growing ad revenue.\nFuboTV is hoping to monetize its \"sports first\" market positioning this year. It will roll out a fantasy sports platform for its viewers this summer and expects to launch an online sportsbook in the fourth quarter. Despite the company's accelerating growth and its short history of jacking up guidance, this is the one name on the list that has actually surrendered more than half of its value since peaking three months ago.\n3. Lemonade -- Down 53%\nLemons may make you pucker up, and investors who have seen their Lemonade shares give up nearly half of their peak gains may feel the same way. The high tech and potentially disruptive insurance company is still a name worth sipping. Lemonade has reinvented the insurance shopping and claims reporting experience. It leans on artificial-intelligence chatbots to serve up quotes, and the claims process can sometimes be completed the same way.\nLemonade initially launched as a platform for renters and homeowners but recently rolled out policies for pet owners. Consumers -- primarily young renters and first-time homebuyers -- are flocking to Lemonade. It's seen its active policies climb 56% over the past year, and now is serving1 million accounts. Premiums paid per account are up 20%, on average, over the past year, and its gross loss ratio keeps improving alongside the platform's scalability.\nUnity Software, fuboTV, and Lemonade would have to roughly double to get back to their earlier highs. They may not all get there, but this is an opportunistic time to consider adding one of these three fallen IPO angels to your watch list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360821788,"gmtCreate":1613887167444,"gmtModify":1634551946533,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360821788","repostId":"1137053250","repostType":4,"repost":{"id":"1137053250","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1613716832,"share":"https://www.laohu8.com/m/news/1137053250?lang=&edition=full","pubTime":"2021-02-19 14:40","market":"fut","language":"en","title":"Goldman Sachs sees minimal oil price impact from Texas freeze","url":"https://stock-news.laohu8.com/highlight/detail?id=1137053250","media":"Reuters","summary":"Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pip","content":"<p>Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.</p><p>Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.</p><p>Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.</p><p>The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.</p><p>“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.</p><p>Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.</p><p>Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.</p><p>Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs sees minimal oil price impact from Texas freeze</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs sees minimal oil price impact from Texas freeze\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 14:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.</p><p>Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.</p><p>Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.</p><p>The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.</p><p>“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.</p><p>Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.</p><p>Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.</p><p>Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137053250","content_text":"Feb 19 (Reuters) - A deep freeze in Texas that has brought power outages and shut refineries and pipelines will have only a small and transitory impact on the global oil market, Goldman Sachs said in a note.Oil prices slid by up to 2% on Friday, on worries that refineries will take time to resume operations after the big freeze in the U.S. South, creating a gap in demand, while OPEC+ supplies were expected to rise.Texas’s energy outages extended into a sixth day on Thursday, with the impact of reduced supplies from the biggest energy-producing state in the United States spilling over to neighbouring Mexico.The bank estimates an average decline of 700,000 barrels per day (bpd) in February production of U.S. Lower-48 onshore crude, seeing a quick output rebound on expectations of warmer weather this weekend.“While the gross impacts on supply and demand are large, they are mostly offsetting, and even more importantly, transitory, resulting in minimal implications for global oil prices, leaving risks to a further reversal of this week’s rally,” it said in Thursday’s note.Goldman estimates, on the demand side, industrial and shale downtime will reduce refinery gas by 50,000 bpd and diesel consumption by 150,000 bpd, while blocked roads and canceled flights will limit road gasoline demand by 250,000 bpd and jet fuel demand by 60,000 bpd.Low temperatures and power outages should fuel heating demand for LPG by 80,000 bpd and for diesel powered generators by 200,000 bpd, however, it said.Since oil refineries are potentially worse prepared for uniquely cold weather than seasonal storms, that could leave risks to the downside to even more prolonged refining downtime, it added. (Reporting by Sumita Layek in Bengaluru; Editing by Clarence Fernandez)","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183697413,"gmtCreate":1623327064732,"gmtModify":1631891792456,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Great//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>: Fed is not going to increase rates till 2022 end&nbsp;","listText":"Great//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>: Fed is not going to increase rates till 2022 end&nbsp;","text":"Great//@Iinus: Fed is not going to increase rates till 2022 end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183697413","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p>\n<p>The retail “meme stock” craze continued unabated.</p>\n<p>All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p>\n<p>“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p>\n<p>Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p>\n<p>Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p>\n<p>However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p>\n<p>Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p>\n<p>“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p>\n<p>“I don’t think you should read too much regarding the broader market.”</p>\n<p>GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p>\n<p>U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p>\n<p>Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p>\n<p>Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p>\n<p>Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p>\n<p>The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p>\n<p>The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p>\n<p>Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p>\n<p>Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p>\n<p>Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p>\n<p>Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p>\n<p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks end lower ahead of inflation report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AEMD":"Aethlon Medical Inc",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111103026,"gmtCreate":1622656558065,"gmtModify":1631891792461,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Meme stonks coming back into the play.who managed to get into AMC?","listText":"Meme stonks coming back into the play.who managed to get into AMC?","text":"Meme stonks coming back into the play.who managed to get into AMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111103026","repostId":"2140617694","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324679078,"gmtCreate":1615991695194,"gmtModify":1703496099047,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"[摊手]&nbsp;","listText":"[摊手]&nbsp;","text":"[摊手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324679078","repostId":"1140170853","repostType":4,"repost":{"id":"1140170853","kind":"news","pubTimestamp":1615989472,"share":"https://www.laohu8.com/m/news/1140170853?lang=&edition=full","pubTime":"2021-03-17 21:57","market":"us","language":"en","title":"Plug Power to Restate Financials, Stock Plummets","url":"https://stock-news.laohu8.com/highlight/detail?id=1140170853","media":"The Street","summary":"Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell co","content":"<p>Shares of Plug Power&nbsp;(<b>PLUG</b>) -Get Report&nbsp;plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.</p><p><img src=\"https://static.tigerbbs.com/28a6c7b5b383dfb719c7d2920d6846d5\" tg-width=\"685\" tg-height=\"479\"></p><p>Plug Power said in anews releasewill restate its financial statements for fiscal years 2018 and 2019 and its quarterly filings for 2019 and 2020, which will be disclosed in the Form 10-K for the year ended Dec. 31, 2020.</p><p>KPMG, the company's accounting firm, management and the audit committee of Plug Power’s board of directors \"determined that the company’s prior period financial statements need to be restated due to errors in accounting primarily related to several non-cash items, including:</p><ul><li>The reported book value of right of use assets and related finance obligations;</li><li>Loss accruals for certain service contracts;</li><li>The impairment of certain long-lived assets; and</li><li>The classification of certain costs, resulting in a decrease in research and development expense and a corresponding increase in cost of revenue.</li></ul><p>“The accounting related to the restatement is complex and technical and involves significant judgments in how to apply U.S. GAAP, given the innovative nature of the company’s business and its leading position in a new and rapidly developing industry,” Plug Power said.</p><p>As a result of the corrections, Plug Power will not file its form 10K by Tuesday as planned, it said, but will do so “as soon as possible.”</p><p>After it reported fourth-quarter&nbsp;results&nbsp;in February, the company and&nbsp;KPMG identified the issues, which it said did not “result from any override of controls or misconduct.”</p><p>Shares of Plug Power were up 1,446% over the past year, compared with gains of more than 60% for the S&amp;P 500 index. At the start of March,JP Morgan upgraded the hydrogen fuel cell companyto overweight from neutral.</p><p>Shares fell 8.14% in regular trade Tuesday to close at $42.68. In late trade, the stock was down 11.4% to $37.82.</p><p>On Wall Street Tuesday,stocks finished mixedas the Dow Jones Industrial Average and S&amp;P 500 fell from records and investors turned their attention to the Federal Reserve for the central bank's projections on the economy.</p><p>The Dow Jones Industrial Average finished down 127 points, or 0.39%, to 32,825. The blue-chip index closed higher Monday for a seventh straight session.</p><p><img src=\"https://static.tigerbbs.com/afceffb177ea9e9ae7b19db3068a0ae1\" tg-width=\"685\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plug Power to Restate Financials, Stock Plummets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlug Power to Restate Financials, Stock Plummets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.Plug Power said in anews ...</p>\n\n<a href=\"https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.thestreet.com/investing/plug-power-to-restate-financials-stock-plummets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140170853","content_text":"Shares of Plug Power (PLUG) -Get Report plummeted more than 13% on Wednesday, after the fuel-cell company said it will restate its financial results going back to 2018.Plug Power said in anews releasewill restate its financial statements for fiscal years 2018 and 2019 and its quarterly filings for 2019 and 2020, which will be disclosed in the Form 10-K for the year ended Dec. 31, 2020.KPMG, the company's accounting firm, management and the audit committee of Plug Power’s board of directors \"determined that the company’s prior period financial statements need to be restated due to errors in accounting primarily related to several non-cash items, including:The reported book value of right of use assets and related finance obligations;Loss accruals for certain service contracts;The impairment of certain long-lived assets; andThe classification of certain costs, resulting in a decrease in research and development expense and a corresponding increase in cost of revenue.“The accounting related to the restatement is complex and technical and involves significant judgments in how to apply U.S. GAAP, given the innovative nature of the company’s business and its leading position in a new and rapidly developing industry,” Plug Power said.As a result of the corrections, Plug Power will not file its form 10K by Tuesday as planned, it said, but will do so “as soon as possible.”After it reported fourth-quarter results in February, the company and KPMG identified the issues, which it said did not “result from any override of controls or misconduct.”Shares of Plug Power were up 1,446% over the past year, compared with gains of more than 60% for the S&P 500 index. At the start of March,JP Morgan upgraded the hydrogen fuel cell companyto overweight from neutral.Shares fell 8.14% in regular trade Tuesday to close at $42.68. In late trade, the stock was down 11.4% to $37.82.On Wall Street Tuesday,stocks finished mixedas the Dow Jones Industrial Average and S&P 500 fell from records and investors turned their attention to the Federal Reserve for the central bank's projections on the economy.The Dow Jones Industrial Average finished down 127 points, or 0.39%, to 32,825. The blue-chip index closed higher Monday for a seventh straight session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360823387,"gmtCreate":1613886817749,"gmtModify":1634551947872,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"10c has their finger in everything&nbsp;","listText":"10c has their finger in everything&nbsp;","text":"10c has their finger in everything","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360823387","repostId":"1163973263","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382036891,"gmtCreate":1613297524413,"gmtModify":1634553981517,"author":{"id":"3576172021938420","authorId":"3576172021938420","name":"mahi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576172021938420","authorIdStr":"3576172021938420"},"themes":[],"htmlText":"Marker keeps making new ath","listText":"Marker keeps making new ath","text":"Marker keeps making new ath","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382036891","repostId":"2110200430","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}