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Geraldkoh

Geraldkoh

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2021-04-27

Pls comment 🙏🏻🙏🏻 appreciate it

2021-04-27

$MM2 ASIA LTD.(1B0.SI)$Dam sell too early

2021-04-27

Please like

Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.

2021-04-26

$MM2 ASIA LTD.(1B0.SI)$Let’s go

2021-04-26

Pls help to like n reply 🙏🏻

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2021-04-25

Like n response pls

What to watch in the markets this week

2021-04-25

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China Says Top Level IP Protection Drafts Near Completion

2021-04-24

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SoftBank SPAC in talks about $2bn merger with location start-up Mapbox

2021-04-24

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抱歉，原内容已删除

2021-04-23

Good buy

Warren Buffett Buys REITs Instead Of Real Estate, Here's Why

2021-04-23

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What If Apple Sinks Following Results?

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early","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377165765","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377360601,"gmtCreate":1619497301903,"gmtModify":1634212264905,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377360601","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">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"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374354670,"gmtCreate":1619423393390,"gmtModify":1631888875796,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/1B0.SI\">$MM2 ASIA LTD.(1B0.SI)$</a>Let’s go&nbsp;","listText":"<a href=\"https://laohu8.com/S/1B0.SI\">$MM2 ASIA LTD.(1B0.SI)$</a>Let’s go&nbsp;","text":"$MM2 ASIA LTD.(1B0.SI)$Let’s go","images":[{"img":"https://static.tigerbbs.com/5a72fde3688346a61cf1642fe3bb2c36","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374354670","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374961223,"gmtCreate":1619410023762,"gmtModify":1634273694948,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Pls help to like n reply 🙏🏻","listText":"Pls help to like n reply 🙏🏻","text":"Pls help to like n reply 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374961223","repostId":"1117221855","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375640897,"gmtCreate":1619337391819,"gmtModify":1634274129424,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Like n response pls&nbsp;","listText":"Like n response pls&nbsp;","text":"Like n response pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375640897","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","pubTimestamp":1619319329,"share":"https://www.laohu8.com/m/news/1184404050?lang=&edition=full","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">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",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A",".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375640070,"gmtCreate":1619337335290,"gmtModify":1634274129907,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Please help me like&nbsp;","listText":"Please help me like&nbsp;","text":"Please help me like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375640070","repostId":"1136703686","repostType":4,"repost":{"id":"1136703686","pubTimestamp":1619336553,"share":"https://www.laohu8.com/m/news/1136703686?lang=&edition=full","pubTime":"2021-04-25 15:42","market":"us","language":"en","title":"China Says Top Level IP Protection Drafts Near Completion","url":"https://stock-news.laohu8.com/highlight/detail?id=1136703686","media":"Bloomberg","summary":"Draft plans will support five-year economic blueprint\nBeijing to speed up relevant legislation for A","content":"<ul>\n <li>Draft plans will support five-year economic blueprint</li>\n <li>Beijing to speed up relevant legislation for AI, big data</li>\n</ul>\n<p>China says it is near completion on top level plans for strengthening intellectual property protection, an area of contention between the Beijing government and theUnited States.</p>\n<p>The draft plans would support China’s current five-year economic and social blueprint, which puts renewed emphasis on intellectual property rights.</p>\n<p>China is “orderly implementing” intellectual property provisions in the first phase trade deal with the U.S., China National Intellectual Property Administration Commissioner Shen Changyu said at a briefing in Beijing on Sunday.</p>\n<p>The Biden administration has pledged to work with allies to confront Beijing on a wide range of issues including intellectual property rights. While the U.S. administration is still formulating its China strategy, key members of the government have&nbsp;signaled&nbsp;they will continue some of former President Donald Trump’s hard-line economic policies toward China.</p>\n<p>Shen said China would speed up intellectual property legislation in new fields such as artificial intelligence and big data.</p>\n<p>Beijing would accelerate the construction of a national big data center for IP and support Hong Kong in building a regional IP trading center, Shen said.</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>China Says Top Level IP Protection Drafts Near Completion</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\">\nChina Says Top Level IP Protection Drafts Near Completion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 15:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-04-25/china-says-top-level-ip-protection-drafts-near-completion?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Draft plans will support five-year economic blueprint\nBeijing to speed up relevant legislation for AI, big data\n\nChina says it is near completion on top level plans for strengthening intellectual ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-04-25/china-says-top-level-ip-protection-drafts-near-completion?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":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-04-25/china-says-top-level-ip-protection-drafts-near-completion?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136703686","content_text":"Draft plans will support five-year economic blueprint\nBeijing to speed up relevant legislation for AI, big data\n\nChina says it is near completion on top level plans for strengthening intellectual property protection, an area of contention between the Beijing government and theUnited States.\nThe draft plans would support China’s current five-year economic and social blueprint, which puts renewed emphasis on intellectual property rights.\nChina is “orderly implementing” intellectual property provisions in the first phase trade deal with the U.S., China National Intellectual Property Administration Commissioner Shen Changyu said at a briefing in Beijing on Sunday.\nThe Biden administration has pledged to work with allies to confront Beijing on a wide range of issues including intellectual property rights. While the U.S. administration is still formulating its China strategy, key members of the government have signaled they will continue some of former President Donald Trump’s hard-line economic policies toward China.\nShen said China would speed up intellectual property legislation in new fields such as artificial intelligence and big data.\nBeijing would accelerate the construction of a national big data center for IP and support Hong Kong in building a regional IP trading center, Shen said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372469560,"gmtCreate":1619234339850,"gmtModify":1634287548971,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372469560","repostId":"1129095305","repostType":4,"repost":{"id":"1129095305","pubTimestamp":1619191066,"share":"https://www.laohu8.com/m/news/1129095305?lang=&edition=full","pubTime":"2021-04-23 23:17","market":"us","language":"en","title":"SoftBank SPAC in talks about $2bn merger with location start-up Mapbox","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095305","media":"Sky News","summary":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based M","content":"<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p>\n<p>A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p>\n<p>Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p>\n<p>A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p>\n<p>Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p>\n<p>Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p>\n<p>Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p>\n<p>It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p>","source":"lsy1619191032898","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>SoftBank SPAC in talks about $2bn merger with location start-up Mapbox</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.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\">\nSoftBank SPAC in talks about $2bn merger with location start-up Mapbox\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784><strong>Sky News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by ...</p>\n\n<a href=\"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"source_url":"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095305","content_text":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.\nSky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.\nA US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.\nInvestment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.\nAlthough Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.\nMapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.\nIt was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372487281,"gmtCreate":1619234251343,"gmtModify":1634287550636,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Please like 🙏🏻","listText":"Please like 🙏🏻","text":"Please like 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372487281","repostId":"1129095305","repostType":4,"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376713245,"gmtCreate":1619148246587,"gmtModify":1634288181561,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Good buy&nbsp;","listText":"Good buy&nbsp;","text":"Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376713245","repostId":"1119303252","repostType":4,"repost":{"id":"1119303252","pubTimestamp":1619144217,"share":"https://www.laohu8.com/m/news/1119303252?lang=&edition=full","pubTime":"2021-04-23 10:16","market":"us","language":"en","title":"Warren Buffett Buys REITs Instead Of Real Estate, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1119303252","media":"seekingalpha","summary":"Summary\n\nWarren Buffett rarely invests in real estate.\nHowever, he recently invested in REITs throug","content":"<p><b>Summary</b></p>\n<ul>\n <li>Warren Buffett rarely invests in real estate.</li>\n <li>However, he recently invested in REITs through Berkshire.</li>\n <li>We review past interviews and annual letters to find clues as to why he favors REITs over private real estate.</li>\n</ul>\n<p>Warren Buffett is one of the very few investors to have managed to compound returns at a 20% annual average for more than 50 years.</p>\n<p>Anyone can succeed over a 5-10 year time period, but the real test is whether you can keep going for decade after decade, and Warren Buffett's Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)is one of the rare exceptions to have achieved that:</p>\n<p><img src=\"https://static.tigerbbs.com/2c0f1512ad29fadc7e060e746fc17066\" tg-width=\"610\" tg-height=\"148\"><b>So, when he talks, we listen.</b></p>\n<p>In today's article, we look closer at his approach to real estate investing. Over the years, he has often discussed why he rarely buys real estate, but more recently, he has made large investments in the REIT sector (VNQ).</p>\n<p>Below we highlight five reasons why Warren Buffett favors REITs over private property investments:</p>\n<p><b>Reason #1: No Competitive Advantage</b></p>\n<p>In a shareholdermeetingdecades ago, Warren Buffett explains that they are not equipped to compete with investors who specialize in real estate investing.</p>\n<p>The interesting thing here is that back then Warren Buffett already had invested millions into real estate, had significant resources through Berkshire, and Charlie had made his initial fortune in real estate.</p>\n<p>Even then, they felt that they couldn't compete with REITs and other LPs that specialized in real estate investing and had an informational edge over them.</p>\n<p>Here you should ask yourself: If Warren and Charlie cannot compete in the real estate space, can you?</p>\n<p>A lot of individual investors think that after watching a few YouTube videos and buying a real estate investing course from an online guru, they're well prepared to become real estate investors.</p>\n<p>In reality, most investors are overconfident and overestimate their abilities. Warren Buffett is very realistic about his limitations and understands that unless you are 100% focused on real estate, you're unlikely to achieve good results investing in it.</p>\n<p><b>Reason #2: Lack of Mispricing</b></p>\n<p>Somewhat related to reason #1, if you are not fully dedicated to real estate, you are unlikely to find mispriced opportunities.</p>\n<p>Warren Buffettexplainsthat mispricings in real estate are rare. The market is relatively efficient at pricing risk because most investors are long-term oriented.</p>\n<p>On the other hand, mispricings are more frequent in the stock market because most investors are short-term-oriented and quick to panic when they see their stock decline in value.</p>\n<p>Warren believes that if you are an active investor, you're more likely to find better deals in the stock market, including REITs, than in private real estate.</p>\n<p>That's what he said years ago and it is well reflected in today's market.</p>\n<p>Right now, housing is red hot, and commercial real estate is selling at historically low cap rates. The prices reflect the ultra-low interest rate environment that we live in.</p>\n<p>Even then, the REIT market is today severely mispriced. Many REITs, including blue-chip names like W.P. Carey (WPC), Realty Income (O), and National Retail (NNN) are down by 20-30% even as their underlying properties are more valuable than ever before.</p>\n<p>That's a better opportunity.</p>\n<p><b>Reason #3: Corporate Tax Disadvantage</b></p>\n<p>Berkshire Hathaway is structured as a corporation and it's liable to corporate taxes.</p>\n<p>Charlie and Warrenexplainthat this puts them at a major disadvantage relative to REITs, which are exempt from corporate taxes.</p>\n<p>If you earn a 6% yield on a property, the REIT is left with 6%, but Berkshire is left with a lower profit due to taxes.</p>\n<p>Even then, Berkshire has made REIT investments, which are more tax efficient because REITs only pay out 50%-70% of their cash flow in dividends, and the rest is retained at the REIT level and not taxed. Moreover, REITs have a greater growth/appreciation component than private real estate, which results in lower corporate taxes.</p>\n<p><b>Reason #4: Management And Scalability</b></p>\n<p>In aninterviewduring the great financial crisis, Warren Buffett explains that if he had a way to efficiently manage real estate, he would load up on single-family homes.</p>\n<p>A lot of investors make the mistake of assuming that real estate is a passive investment when in reality it can be management intensive.</p>\n<p>You are dealing with the dreaded 3 Ts: Tenants, toilets, and trash.</p>\n<p>Could Warren Buffett hire a property management company? Sure, he could. In fact, he would get a much better deal than you or me if he did that.</p>\n<p>However, the issue with property management companies is that their fees eat into your profitability, but even more importantly, their interests are not aligned with yours. Buying a property and handing the keys to a property manager is the equivalent of buying an externally-managed REIT, which we all know, is rarely a good idea due to conflicts of interest.</p>\n<p>With traditional REITs, Warren Buffett gets professional management that's well aligned with shareholders and enjoys significant economies of scale.</p>\n<p>You also can easily deploy capital in a few clicks of a mouse, which makes it easy to scale your investments over time.</p>\n<p><b>Reason #5: Opportunities are in REITs Today</b></p>\n<p>Warren Buffett is a value investor.</p>\n<p>He wants to buy high-quality assets at a discount to fair value.</p>\n<p>But as noted earlier, the private real estate market is currently red hot. With the exception of a few challenged sectors (office, malls, etc.), you're unlikely to find discounted opportunities. The demand for private real estate is greater than ever before due to the ultra-low interest rates.</p>\n<p>Even then, many REITs are today priced at historically low valuations, and not surprisingly, that's what Warren is buying. Below we highlight one of his favorite REITs:</p>\n<p><b>STORE Capital</b></p>\n<p>Berkshire Hathaway first bought shares of STORE Capital (STOR) back in 2017, and recently, they doubled down.</p>\n<p>As a result, they now own nearly 10% of the equity:</p>\n<p><img src=\"https://static.tigerbbs.com/540517de9466fb29b29af1fbae4a952b\" tg-width=\"406\" tg-height=\"109\">According to an interview of Chris Volk, CEO of STORE Capital, it's Warren Buffett that was behind this investment. You can skip to the 8:55 mark to learn more about Warren Buffett's investment in STORE:</p>\n<p><b>What's so special about STORE Capital?</b></p>\n<p>In short, STOR has a unique strategy that generates higher returns with lower risk than what Berkshire could achieve on its own. We discuss this strategy in detail in a separatearticleso we won't go into the details here, but its strategy has consistently led to significant outperformance relative to its close peers, and this is likely to continue far into the future:</p>\n<p><img src=\"https://static.tigerbbs.com/d8cf2f7a40f468d1c6f30736c3cc8d0d\" tg-width=\"640\" tg-height=\"476\"><img src=\"https://static.tigerbbs.com/1bcf40219cff744c6478722fbe2a6830\" tg-width=\"635\" tg-height=\"366\">Even then, STOR has been priced at an exceptionally low valuation over the past year. It's still ~15% lower than prior to the pandemic, and that's despite hiking its dividend by 3% in 2020 and guiding for record-high cash flow in 2022.</p>\n<p>You simply cannot find this type of opportunity in the private real estate market and that's why Warren Buffett favors REIT investments.</p>\n<p>Today, there are ~25 similar REIT opportunities in which we are investing at High Yield Landlord.</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>Warren Buffett Buys REITs Instead Of Real Estate, Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nWarren Buffett Buys REITs Instead Of Real Estate, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420285-warren-buffett-buys-reits-instead-of-real-estate-is-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarren Buffett rarely invests in real estate.\nHowever, he recently invested in REITs through Berkshire.\nWe review past interviews and annual letters to find clues as to why he favors REITs ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420285-warren-buffett-buys-reits-instead-of-real-estate-is-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4420285-warren-buffett-buys-reits-instead-of-real-estate-is-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119303252","content_text":"Summary\n\nWarren Buffett rarely invests in real estate.\nHowever, he recently invested in REITs through Berkshire.\nWe review past interviews and annual letters to find clues as to why he favors REITs over private real estate.\n\nWarren Buffett is one of the very few investors to have managed to compound returns at a 20% annual average for more than 50 years.\nAnyone can succeed over a 5-10 year time period, but the real test is whether you can keep going for decade after decade, and Warren Buffett's Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)is one of the rare exceptions to have achieved that:\nSo, when he talks, we listen.\nIn today's article, we look closer at his approach to real estate investing. Over the years, he has often discussed why he rarely buys real estate, but more recently, he has made large investments in the REIT sector (VNQ).\nBelow we highlight five reasons why Warren Buffett favors REITs over private property investments:\nReason #1: No Competitive Advantage\nIn a shareholdermeetingdecades ago, Warren Buffett explains that they are not equipped to compete with investors who specialize in real estate investing.\nThe interesting thing here is that back then Warren Buffett already had invested millions into real estate, had significant resources through Berkshire, and Charlie had made his initial fortune in real estate.\nEven then, they felt that they couldn't compete with REITs and other LPs that specialized in real estate investing and had an informational edge over them.\nHere you should ask yourself: If Warren and Charlie cannot compete in the real estate space, can you?\nA lot of individual investors think that after watching a few YouTube videos and buying a real estate investing course from an online guru, they're well prepared to become real estate investors.\nIn reality, most investors are overconfident and overestimate their abilities. Warren Buffett is very realistic about his limitations and understands that unless you are 100% focused on real estate, you're unlikely to achieve good results investing in it.\nReason #2: Lack of Mispricing\nSomewhat related to reason #1, if you are not fully dedicated to real estate, you are unlikely to find mispriced opportunities.\nWarren Buffettexplainsthat mispricings in real estate are rare. The market is relatively efficient at pricing risk because most investors are long-term oriented.\nOn the other hand, mispricings are more frequent in the stock market because most investors are short-term-oriented and quick to panic when they see their stock decline in value.\nWarren believes that if you are an active investor, you're more likely to find better deals in the stock market, including REITs, than in private real estate.\nThat's what he said years ago and it is well reflected in today's market.\nRight now, housing is red hot, and commercial real estate is selling at historically low cap rates. The prices reflect the ultra-low interest rate environment that we live in.\nEven then, the REIT market is today severely mispriced. Many REITs, including blue-chip names like W.P. Carey (WPC), Realty Income (O), and National Retail (NNN) are down by 20-30% even as their underlying properties are more valuable than ever before.\nThat's a better opportunity.\nReason #3: Corporate Tax Disadvantage\nBerkshire Hathaway is structured as a corporation and it's liable to corporate taxes.\nCharlie and Warrenexplainthat this puts them at a major disadvantage relative to REITs, which are exempt from corporate taxes.\nIf you earn a 6% yield on a property, the REIT is left with 6%, but Berkshire is left with a lower profit due to taxes.\nEven then, Berkshire has made REIT investments, which are more tax efficient because REITs only pay out 50%-70% of their cash flow in dividends, and the rest is retained at the REIT level and not taxed. Moreover, REITs have a greater growth/appreciation component than private real estate, which results in lower corporate taxes.\nReason #4: Management And Scalability\nIn aninterviewduring the great financial crisis, Warren Buffett explains that if he had a way to efficiently manage real estate, he would load up on single-family homes.\nA lot of investors make the mistake of assuming that real estate is a passive investment when in reality it can be management intensive.\nYou are dealing with the dreaded 3 Ts: Tenants, toilets, and trash.\nCould Warren Buffett hire a property management company? Sure, he could. In fact, he would get a much better deal than you or me if he did that.\nHowever, the issue with property management companies is that their fees eat into your profitability, but even more importantly, their interests are not aligned with yours. Buying a property and handing the keys to a property manager is the equivalent of buying an externally-managed REIT, which we all know, is rarely a good idea due to conflicts of interest.\nWith traditional REITs, Warren Buffett gets professional management that's well aligned with shareholders and enjoys significant economies of scale.\nYou also can easily deploy capital in a few clicks of a mouse, which makes it easy to scale your investments over time.\nReason #5: Opportunities are in REITs Today\nWarren Buffett is a value investor.\nHe wants to buy high-quality assets at a discount to fair value.\nBut as noted earlier, the private real estate market is currently red hot. With the exception of a few challenged sectors (office, malls, etc.), you're unlikely to find discounted opportunities. The demand for private real estate is greater than ever before due to the ultra-low interest rates.\nEven then, many REITs are today priced at historically low valuations, and not surprisingly, that's what Warren is buying. Below we highlight one of his favorite REITs:\nSTORE Capital\nBerkshire Hathaway first bought shares of STORE Capital (STOR) back in 2017, and recently, they doubled down.\nAs a result, they now own nearly 10% of the equity:\nAccording to an interview of Chris Volk, CEO of STORE Capital, it's Warren Buffett that was behind this investment. You can skip to the 8:55 mark to learn more about Warren Buffett's investment in STORE:\nWhat's so special about STORE Capital?\nIn short, STOR has a unique strategy that generates higher returns with lower risk than what Berkshire could achieve on its own. We discuss this strategy in detail in a separatearticleso we won't go into the details here, but its strategy has consistently led to significant outperformance relative to its close peers, and this is likely to continue far into the future:\nEven then, STOR has been priced at an exceptionally low valuation over the past year. It's still ~15% lower than prior to the pandemic, and that's despite hiking its dividend by 3% in 2020 and guiding for record-high cash flow in 2022.\nYou simply cannot find this type of opportunity in the private real estate market and that's why Warren Buffett favors REIT investments.\nToday, there are ~25 similar REIT opportunities in which we are investing at High Yield Landlord.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376713388,"gmtCreate":1619148211644,"gmtModify":1634288181919,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577873629420463","authorIdStr":"3577873629420463"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376713388","repostId":"1199011167","repostType":4,"repost":{"id":"1199011167","pubTimestamp":1619144383,"share":"https://www.laohu8.com/m/news/1199011167?lang=&edition=full","pubTime":"2021-04-23 10:19","market":"us","language":"en","title":"What If Apple Sinks Following Results?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199011167","media":"seekingalpha","summary":"Summary\n\nApple will report results on April 28.\nThe quarter is expected to be very strong.\nHowever, ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple will report results on April 28.</li>\n <li>The quarter is expected to be very strong.</li>\n <li>However, a lack of forward guidance may sink the equity.</li>\n</ul>\n<p>Apple (AAPL) will provide fiscal second quarter results on April 28, and boy expectations are high. Analysts' consensus estimates forecast revenue to have climbed by 32.2% vs. last year to $77.1 billion, with earnings expected to have jumped by 54.3% to $0.98 per share.</p>\n<p>Much of that growth is expected to come from the iPhone, with sales seen rising by 42.3% to $41.2 billion. A 17% jump follows that in services to $15.6 billion, and 24.1% rise in wearables and other products to $7.8 billion. To make it more interesting, those iPhone estimates have been creeping up, rising from around $39.6 billion at the end of January.</p>\n<p>The big question, and certainly what has weighed the most on the stock in recent quarters, is Apple's willingness to provide guidance. Since the pandemic began, Apple has not provided guidance. It's the main reason why the stock sank despite better than expectedfirst quarter results. The fiscal third quarter revenue is seen rising by 15.4% to $68.8 billion, while earnings rise by 27.1% to $0.82 per share.</p>\n<p><b>Premium Valuation</b></p>\n<p>A lack of guidance is sure to weigh heavily on the stock, and investors will likely punish the shares if that should happen. The stock is not cheap currently, and investors are clearly giving a lot of credit and confidence in management's ability to steer through the coronavirus pandemic. Because of that and the company's balance sheet, investors have given this stock a premium valuation, trading for 28.5 times 2022 earnings estimates of $4.70 per share. That's nearly 50% higher than its historical PE of 17.1 over the past five years.</p>\n<p><img src=\"https://static.tigerbbs.com/d5648c30557ded937a07b41727b14fb1\" tg-width=\"640\" tg-height=\"480\">The stock also is trading with a premium one-year forward price-to-sales ratio of 6.4, double its 10-year average of 3.2. That average would be even lower, if not for the run-up since the winter of 2018. Before that time, the peak price-to-sales ratio had been 4.</p>\n<p><img src=\"https://static.tigerbbs.com/e0608c62def162aa4091dbdb3aa93ed0\" tg-width=\"640\" tg-height=\"480\">When investors and the market give a company this much of a premium, the market expects to get what it wants, and no matter how glorious results are for the second quarter, the absences of third guidance, to the detail level the market wants, could result in the stock selling off, again, like it did last quarter.</p>\n<p>Apple, to its credit, has delivered better than expected earnings and revenue 12 quarters in a row. It would come as a big shock to the market if Apple missed estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/cd6853280db9e469470a507b235287c7\" tg-width=\"640\" tg-height=\"230\"></p>\n<p><i>(Apple Earnings Beats - Seeking Alpha)</i></p>\n<p><b>Options Trades</b></p>\n<p>Options traders are betting the company disappoints, and the stock sinks between now and expiration on June 18. Since the beginning of April, traders have been building up big positions for both the $135 puts and calls. Over that time, both options have seen their open interest levels rise by roughly 65,000 contracts each. The data shows most of the calls have been sold, and most of the puts have been bought. The calls have been sold for approximately $3.50 and $4.15. Meanwhile, the puts have been bought for around $10 and $11. This would suggest that the trader paid roughly $7 per contract and would need the stock to fall to approximately $128 or lower to start earning a profit on the trade, a drop of at least 4%.</p>\n<p><img src=\"https://static.tigerbbs.com/480f4ad744e1cdb2fad5bd1013a25ec9\" tg-width=\"640\" tg-height=\"427\"><b>Technicals</b></p>\n<p>If the stock falls to $128, it will probably fall further, based on the technical chart. The stock is currently sitting on a key level of resistance at $130, and if that level of resistance breaks at $130, it likely will trigger a decline to $118, a drop of about 10%. The RSIalso issignaling weakness and lower prices. It has been trending lower since peaking in September.</p>\n<p>It's possible to see the stock climb to around $138 ahead of earnings though that's likely where it would meet extreme resistance. The stock does have a history of moving higher into earnings and then selling off after results over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/7e640b5081b9438191b11bb2e43b6b63\" tg-width=\"640\" tg-height=\"314\">Whether the company beats earnings this quarter or not likely does not matter. The only thing that will matter is if the company provides the type of guidance the market has grown to expect from Apple. If investors get better-than-expected quarterly results and better-than-expected guidance, good things are likely to happen. Anything else will likely result in lower prices.</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>What If Apple Sinks Following Results?</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\">\nWhat If Apple Sinks Following Results?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420608-options-traders-betting-apple-sinks-following-results><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple will report results on April 28.\nThe quarter is expected to be very strong.\nHowever, a lack of forward guidance may sink the equity.\n\nApple (AAPL) will provide fiscal second quarter ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420608-options-traders-betting-apple-sinks-following-results\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4420608-options-traders-betting-apple-sinks-following-results","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199011167","content_text":"Summary\n\nApple will report results on April 28.\nThe quarter is expected to be very strong.\nHowever, a lack of forward guidance may sink the equity.\n\nApple (AAPL) will provide fiscal second quarter results on April 28, and boy expectations are high. Analysts' consensus estimates forecast revenue to have climbed by 32.2% vs. last year to $77.1 billion, with earnings expected to have jumped by 54.3% to $0.98 per share.\nMuch of that growth is expected to come from the iPhone, with sales seen rising by 42.3% to $41.2 billion. A 17% jump follows that in services to $15.6 billion, and 24.1% rise in wearables and other products to $7.8 billion. To make it more interesting, those iPhone estimates have been creeping up, rising from around $39.6 billion at the end of January.\nThe big question, and certainly what has weighed the most on the stock in recent quarters, is Apple's willingness to provide guidance. Since the pandemic began, Apple has not provided guidance. It's the main reason why the stock sank despite better than expectedfirst quarter results. The fiscal third quarter revenue is seen rising by 15.4% to $68.8 billion, while earnings rise by 27.1% to $0.82 per share.\nPremium Valuation\nA lack of guidance is sure to weigh heavily on the stock, and investors will likely punish the shares if that should happen. The stock is not cheap currently, and investors are clearly giving a lot of credit and confidence in management's ability to steer through the coronavirus pandemic. Because of that and the company's balance sheet, investors have given this stock a premium valuation, trading for 28.5 times 2022 earnings estimates of $4.70 per share. That's nearly 50% higher than its historical PE of 17.1 over the past five years.\nThe stock also is trading with a premium one-year forward price-to-sales ratio of 6.4, double its 10-year average of 3.2. That average would be even lower, if not for the run-up since the winter of 2018. Before that time, the peak price-to-sales ratio had been 4.\nWhen investors and the market give a company this much of a premium, the market expects to get what it wants, and no matter how glorious results are for the second quarter, the absences of third guidance, to the detail level the market wants, could result in the stock selling off, again, like it did last quarter.\nApple, to its credit, has delivered better than expected earnings and revenue 12 quarters in a row. It would come as a big shock to the market if Apple missed estimates.\n\n(Apple Earnings Beats - Seeking Alpha)\nOptions Trades\nOptions traders are betting the company disappoints, and the stock sinks between now and expiration on June 18. Since the beginning of April, traders have been building up big positions for both the $135 puts and calls. Over that time, both options have seen their open interest levels rise by roughly 65,000 contracts each. The data shows most of the calls have been sold, and most of the puts have been bought. The calls have been sold for approximately $3.50 and $4.15. Meanwhile, the puts have been bought for around $10 and $11. This would suggest that the trader paid roughly $7 per contract and would need the stock to fall to approximately $128 or lower to start earning a profit on the trade, a drop of at least 4%.\nTechnicals\nIf the stock falls to $128, it will probably fall further, based on the technical chart. The stock is currently sitting on a key level of resistance at $130, and if that level of resistance breaks at $130, it likely will trigger a decline to $118, a drop of about 10%. The RSIalso issignaling weakness and lower prices. It has been trending lower since peaking in September.\nIt's possible to see the stock climb to around $138 ahead of earnings though that's likely where it would meet extreme resistance. The stock does have a history of moving higher into earnings and then selling off after results over the past year.\nWhether the company beats earnings this quarter or not likely does not matter. The only thing that will matter is if the company provides the type of guidance the market has grown to expect from Apple. If investors get better-than-expected quarterly results and better-than-expected guidance, good things are likely to happen. Anything else will likely result in lower prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":375640897,"gmtCreate":1619337391819,"gmtModify":1634274129424,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577873629420463","idStr":"3577873629420463"},"themes":[],"htmlText":"Like n response pls&nbsp;","listText":"Like n response pls&nbsp;","text":"Like n response pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375640897","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","pubTimestamp":1619319329,"share":"https://www.laohu8.com/m/news/1184404050?lang=&edition=full","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">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",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A",".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372469560,"gmtCreate":1619234339850,"gmtModify":1634287548971,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577873629420463","idStr":"3577873629420463"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372469560","repostId":"1129095305","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377360601,"gmtCreate":1619497301903,"gmtModify":1634212264905,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577873629420463","idStr":"3577873629420463"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377360601","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">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"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374961223,"gmtCreate":1619410023762,"gmtModify":1634273694948,"author":{"id":"3577873629420463","authorId":"3577873629420463","name":"Geraldkoh","avatar":"https://static.tigerbbs.com/bb8363738c1f48d8e66f714526ca4268","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577873629420463","idStr":"3577873629420463"},"themes":[],"htmlText":"Pls help to like n reply 🙏🏻","listText":"Pls help to like n reply 🙏🏻","text":"Pls help 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