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JOHY
2021-10-02
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2021-10-02
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3 Stocks That Can Double Again in the Fourth Quarter
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2021-10-10
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Tesla's Brandenburg factory becomes festival site for 'Giga-Fest'
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2021-11-10
$Tesla Motors(TSLA)$
Going strong
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2021-11-10
$Palantir Technologies Inc.(PLTR)$
Gogo
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2021-11-06
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抱歉,原内容已删除
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2021-10-10
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2022 Could Be A Great Year
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2021-12-16
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Why analysts love Apple right now
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2021-10-17
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Amazon stock rose 1.5% in morning trading
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2021-11-06
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2021-10-28
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U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes
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2021-10-17
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Tesla Stock: Headed to $300?
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2021-12-17
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Singapore stock to watch: SingHaiyi Group
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2021-10-28
😂
@MrHappy:
$Virgin Galactic(SPCE)$
ship to the ground
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2021-12-17
Oh
Zoom Video Communications: Zoom In To This Buying Opportunity
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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>Singapore stock to watch: SingHaiyi Group</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; 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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\">\nSingapore stock to watch: SingHaiyi Group\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 08:48 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Dec 17):\nSingHaiyi (5H0): The property developer on Friday morning said it has lost its free float, ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172405131","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Dec 17):\nSingHaiyi (5H0): The property developer on Friday morning said it has lost its free float, after a voluntary unconditional cash offer for the group secured 95.8 per cent valid acceptances as at 6 pm on Thursday (Dec 16). The offer remains open for acceptance until its final closing date on Jan 10, 2022, following which its offerors Gordon and Celine Tang intend to delist SingHaiyi. Shares of the group ended S$0.001 or 0.9 per cent higher at S$0.117 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699187581,"gmtCreate":1639756266631,"gmtModify":1639756843487,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699187581","repostId":"1170036266","repostType":4,"repost":{"id":"1170036266","pubTimestamp":1639720549,"share":"https://www.laohu8.com/m/news/1170036266?lang=&edition=full","pubTime":"2021-12-17 13:55","market":"us","language":"en","title":"Zoom Video Communications: Zoom In To This Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1170036266","media":"Seeking Alpha","summary":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Zoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.</li>\n <li>The company dominates the web conferencing market that it serves in.</li>\n <li>The new advertising revenue stream will be a major revenue growth catalyst.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94818fbfa47e4b07546e811a26ce91c5\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Alistair Berg/DigitalVision via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Due to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.</p>\n<p>I believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.</p>\n<p><b>Company Background</b></p>\n<p>Zoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.</p>\n<p>Zoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of <i><b>all</b></i> its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.</p>\n<p>So why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?</p>\n<p><b>Declining growth led to negative sentiments</b></p>\n<p>Zoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb60390083b30448d3a3788b60d31bc\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: FAST Graphs</span></p>\n<p>These estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5807ea06579b0be1c3f0157b695385\" tg-width=\"514\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p>\n<p>To be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:</p>\n<blockquote>\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n</blockquote>\n<p>Source:2021 Annual Report</p>\n<p>The stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb569118a03f7fd81c70927e340e7c3c\" tg-width=\"640\" tg-height=\"250\" width=\"100%\" height=\"auto\"><span>Source: Finviz.com</span></p>\n<p>Then, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.</p>\n<p>To add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9606871f9829cd22d268300694bcd70f\" tg-width=\"905\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Author's own, using data from Morningstar</span></p>\n<p>Many fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13a6539c35af778bc20c5df5752a2e58\" tg-width=\"640\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Source: Morningstar</span></p>\n<p>Although there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.</p>\n<p><b>Zoom dominates the web conferencing market</b></p>\n<p>There are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a64512510362e607af7a924d36141382\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>But by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a8e9c5e22e18a4bc644b915d48feffc\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>Besides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5f1545c30bafb6aec4f0bf6e7a7fd70\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>By June 2021, ZM had widened the lead to take over 50% of the market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22c5050f93d6a58f1a768abd4ddbb877\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"><span>Source: Trustradius</span></p>\n<p>How did the company zoom ahead of much more established companies?</p>\n<p><b>Great products, loved by users, that even competitors need to integrate</b></p>\n<p>ZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f48f75c0ee019d1e9b88221410c3c3\" tg-width=\"574\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Zoom</span></p>\n<p>According to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service & Support in the Critical Capabilities for UCaaS. Worldwide.</p>\n<p>A check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4ea289d1ff803ee1b4f77f9a222e8c\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Google Play Store</span></p>\n<p>The company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5651b6b2ae18a630426169d97df14432\" tg-width=\"640\" tg-height=\"640\" width=\"100%\" height=\"auto\"><span>Source: DNA-AV</span></p>\n<p>This is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.</p>\n<p>All the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&D to develop better products. R&D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as the Kites GMBH's Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.</p>\n<p><b>ZM's market dominance gives it a moat</b></p>\n<p>ZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0be819ac1be4a78c1d4b5dcf6350c00f\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Zoom App Marketplace</span></p>\n<p><b>Financials</b></p>\n<p>Zoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).</p>\n<p>For the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cd1a3718bf18ed5b635fc8cbeeb054b\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Q3 FY22 Earnings Presentation</span></p>\n<p><b>New advertising revenue stream will be the next earnings growth catalyst</b></p>\n<p>ZM has several hundred million users, and has decided to expand into getting advertising revenue from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.</p>\n<p>ZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.</p>\n<p><b>Valuation: ZM is buyable now</b></p>\n<p>Is the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.</p>\n<p><b>1. Quick-and-dirty Method 1 with PE</b></p>\n<p>This is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.</p>\n<p><b>2. Quick-and-dirty Method 2 with FCF</b></p>\n<p>ZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.</p>\n<p><b>3. Discounted Cash Flow</b></p>\n<p>I used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.</p>\n<p><img src=\"https://static.tigerbbs.com/a2ff3879c8dfd0f5f7cbf3ab9af85051\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d371dcfc9735042ec1458e650efe28be\" tg-width=\"640\" tg-height=\"185\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations, using the everythingmoney website</span></p>\n<p>In my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.</p>\n<p>Two of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted <i>did not</i> take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.</p>\n<p><b>Conclusion</b></p>\n<p>I am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).</p>\n<p>To summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.</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>Zoom Video Communications: Zoom In To This Buying Opportunity</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\">\nZoom Video Communications: Zoom In To This Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 13:55 GMT+8 <a href=https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170036266","content_text":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\nThe new advertising revenue stream will be a major revenue growth catalyst.\n\nAlistair Berg/DigitalVision via Getty Images\nInvestment Thesis\nDue to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.\nI believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.\nCompany Background\nZoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.\nZoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of all its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.\nSo why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?\nDeclining growth led to negative sentiments\nZoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.\nSource: FAST Graphs\nThese estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.\nSource: Yahoo! Finance\nTo be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:\n\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n\nSource:2021 Annual Report\nThe stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.\nSource: Finviz.com\nThen, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.\nTo add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.\nSource: Author's own, using data from Morningstar\nMany fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.\nSource: Morningstar\nAlthough there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.\nZoom dominates the web conferencing market\nThere are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.\nSource: Statista\nBut by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.\nSource: Wallstreetzen\nBesides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.\nSource: Wallstreetzen\nBy June 2021, ZM had widened the lead to take over 50% of the market share.\nSource: Trustradius\nHow did the company zoom ahead of much more established companies?\nGreat products, loved by users, that even competitors need to integrate\nZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.\nSource: Zoom\nAccording to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service & Support in the Critical Capabilities for UCaaS. Worldwide.\nA check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.\nSource: Google Play Store\nThe company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.\nSource: DNA-AV\nThis is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.\nAll the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&D to develop better products. R&D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as the Kites GMBH's Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.\nZM's market dominance gives it a moat\nZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.\nSource: Zoom App Marketplace\nFinancials\nZoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).\nFor the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.\nSource: Q3 FY22 Earnings Presentation\nNew advertising revenue stream will be the next earnings growth catalyst\nZM has several hundred million users, and has decided to expand into getting advertising revenue from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.\nZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.\nValuation: ZM is buyable now\nIs the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.\n1. Quick-and-dirty Method 1 with PE\nThis is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.\n2. Quick-and-dirty Method 2 with FCF\nZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.\n3. Discounted Cash Flow\nI used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.\n\nSource: Author's calculations, using the everythingmoney website\nIn my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.\nTwo of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted did not take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.\nConclusion\nI am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).\nTo summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690664836,"gmtCreate":1639664995589,"gmtModify":1639664995892,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690664836","repostId":"1121295991","repostType":4,"repost":{"id":"1121295991","pubTimestamp":1639664163,"share":"https://www.laohu8.com/m/news/1121295991?lang=&edition=full","pubTime":"2021-12-16 22:16","market":"us","language":"en","title":"Why analysts love Apple right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1121295991","media":"Yahoo Finance","summary":"Apple’s market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for ","content":"<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.</p>\n<p>This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.</p>\n<p>Several factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.</p>\n<p>“We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”</p>\n<p>Apple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.</p>\n<p>“I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.</p>\n<p>Apple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.</p>\n<p>The same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.</p>\n<p>“We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.</p>\n<p>Of course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.</p>\n<p>“Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”</p>\n<p>Taken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.</p>\n<p>“Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”</p>\n<p>“We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”</p>\n<p>Now Apple just has to prove the analysts’ optimism correct.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why analysts love Apple right now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy analysts love Apple right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 22:16 GMT+8 <a href=https://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html\">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://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121295991","content_text":"Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.\nThis month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.\nSeveral factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.\n“We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”\nApple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.\n“I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.\nApple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.\nThe same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.\n“We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.\nOf course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.\n“Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”\nTaken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.\n“Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”\n“We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”\nNow Apple just has to prove the analysts’ optimism correct.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847460158,"gmtCreate":1636546341442,"gmtModify":1636546341722,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Gogo","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Gogo","text":"$Palantir Technologies Inc.(PLTR)$Gogo","images":[{"img":"https://static.tigerbbs.com/7cda230f0c9d4b1fd4e727cad8e59106","width":"1125","height":"3800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/847460158","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847460940,"gmtCreate":1636546329010,"gmtModify":1636546331657,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Going strong","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Going strong","text":"$Tesla Motors(TSLA)$Going strong","images":[{"img":"https://static.tigerbbs.com/f7b8c1beeac06fa5dc994113fb27b14e","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/847460940","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842580943,"gmtCreate":1636200344809,"gmtModify":1636200345101,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Go","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Go","text":"$NIO Inc.(NIO)$Go","images":[{"img":"https://static.tigerbbs.com/40f5ba70f3508218fdc736084d723e08","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842580943","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842517447,"gmtCreate":1636200269684,"gmtModify":1636200270021,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842517447","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854891086,"gmtCreate":1635431321065,"gmtModify":1635431321392,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/854891086","repostId":"1164922816","repostType":4,"repost":{"id":"1164922816","pubTimestamp":1635426625,"share":"https://www.laohu8.com/m/news/1164922816?lang=&edition=full","pubTime":"2021-10-28 21:10","market":"us","language":"en","title":"U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1164922816","media":"Bloomberg","summary":"(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pa","content":"<p>(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled spending and investment.</p>\n<p>Gross domestic product expanded at a 2% annualized rate following a 6.7% pace in the second quarter, the Commerce Department’s preliminary estimate showed Thursday.</p>\n<p>The deceleration reflected a sharp slowdown in personal consumption, which grew at just a 1.6% pace after a rapid 12% jump in the prior period. Shortages, transportation bottlenecks, rising prices and the delta variant of the coronavirus weighed on both goods and services spending.</p>\n<p>The median forecast in a Bloomberg survey of economists called for a 2.6% increase in GDP. U.S. stock index futures held gains, while the dollar was little changed and Treasury yields rose.</p>\n<p>Follow the reaction in real time here on Bloomberg’s TOPLive blog</p>\n<p>The latest data underscore how unprecedented supply constraints are holding back the U.S. economy. Understaffed and short of necessary materials, producers are struggling to keep up with demand. Service providers, who face similar pressures, fared better than manufacturers during the quarter despite the pickup in infections.</p>\n<p>While supply chain challenges are expected to linger well into 2022, subsiding Covid-19 infections and elevated savings should support stronger household spending in the final three months of the year.</p>\n<p>Persistent supply constraints paired with other reopening effects have also driven up prices for a variety of products, spurring concerns about the breadth and duration of the recent spike in inflation.</p>\n<p>The personal consumption expenditures price index excluding food and energy costs, an inflation measure followed closely by Federal Reserve officials, remained elevated, growing an annualized 4.5% last quarter after a 6.1% jump in the prior three months.</p>\n<p>How Companies See It</p>\n<p>“We don’t see the raw material or the inflation environment slowing down in any way.” -- 3M Co. CFO Monish Patolawala, Oct. 26 earnings call</p>\n<p>“Consistent with the broader market, we are experiencing inflation pressure... Next year we anticipate a more challenging inflation environment.” -- General Electric Co. CFO Carolina Dybeck Happe, Oct. 26 earnings call</p>\n<p>“I think the headwinds and the increased distribution costs will certainly be with us into 2022.” -- Kimberly-Clark Corp. CFO Maria Henry, Oct. 25 earnings call</p>\n<p>“On the cost side of the equation... we do not see any meaningful improvement until well into 2022.” -- Sherwin-Williams Co. CEO John Morikis, Oct. 26 earnings call</p>\n<p>“The risks are clearly now to longer and more persistent bottlenecks and thus to higher inflation,” Fed Chair Jerome Powell said last week. “We now see higher inflation and the bottlenecks lasting well into next year.”</p>\n<p>Inflation-adjusted business investment cooled from the rapid pace of growth seen over the past year as manufacturers struggled to fulfill orders. Non-residential fixed investment rose an annualized 1.8%. Both outlays for stuctures and equipment declined on an inflation-adjusted basis, while the value of intellectual property surged.</p>\n<p>Residential investment also declined.</p>\n<p>The slowdown in consumer spending reflected weaker motor vehicle expenditures which subtracted 2.39 percentage points from GDP during the quarter.</p>\n<p>A wider trade deficit -- reflecting record imports of foreign goods --further eroded growth. Net exports subtracted 1.14 percentage points.</p>\n<p>A separate report Thursday showed initial jobless claims fell to 281,000 last week, a fresh pandemic low. Continuing claims, a measure of ongoing benefits, dropped by 237,000 in the week ended Oct. 16, the biggest decline since July.</p>\n<p>Digging Deeper</p>\n<ul>\n <li><p>Excluding the trade and inventories components of GDP, final sales to private domestic purchasers, a gauge of underlying demand, rose at a 1.1% pace, the slowest of the pandemic recovery</p></li>\n <li><p>Motor vehicle output plunged 41.6%; excluding auto output, GDP rose 3.5%</p></li>\n <li><p>Services spending added 3.4 percentage points to 3Q GDP, while goods subtracted 2.32 points</p></li>\n</ul>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-28 21:10 GMT+8 <a href=https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled ...</p>\n\n<a href=\"https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164922816","content_text":"(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled spending and investment.\nGross domestic product expanded at a 2% annualized rate following a 6.7% pace in the second quarter, the Commerce Department’s preliminary estimate showed Thursday.\nThe deceleration reflected a sharp slowdown in personal consumption, which grew at just a 1.6% pace after a rapid 12% jump in the prior period. Shortages, transportation bottlenecks, rising prices and the delta variant of the coronavirus weighed on both goods and services spending.\nThe median forecast in a Bloomberg survey of economists called for a 2.6% increase in GDP. U.S. stock index futures held gains, while the dollar was little changed and Treasury yields rose.\nFollow the reaction in real time here on Bloomberg’s TOPLive blog\nThe latest data underscore how unprecedented supply constraints are holding back the U.S. economy. Understaffed and short of necessary materials, producers are struggling to keep up with demand. Service providers, who face similar pressures, fared better than manufacturers during the quarter despite the pickup in infections.\nWhile supply chain challenges are expected to linger well into 2022, subsiding Covid-19 infections and elevated savings should support stronger household spending in the final three months of the year.\nPersistent supply constraints paired with other reopening effects have also driven up prices for a variety of products, spurring concerns about the breadth and duration of the recent spike in inflation.\nThe personal consumption expenditures price index excluding food and energy costs, an inflation measure followed closely by Federal Reserve officials, remained elevated, growing an annualized 4.5% last quarter after a 6.1% jump in the prior three months.\nHow Companies See It\n“We don’t see the raw material or the inflation environment slowing down in any way.” -- 3M Co. CFO Monish Patolawala, Oct. 26 earnings call\n“Consistent with the broader market, we are experiencing inflation pressure... Next year we anticipate a more challenging inflation environment.” -- General Electric Co. CFO Carolina Dybeck Happe, Oct. 26 earnings call\n“I think the headwinds and the increased distribution costs will certainly be with us into 2022.” -- Kimberly-Clark Corp. CFO Maria Henry, Oct. 25 earnings call\n“On the cost side of the equation... we do not see any meaningful improvement until well into 2022.” -- Sherwin-Williams Co. CEO John Morikis, Oct. 26 earnings call\n“The risks are clearly now to longer and more persistent bottlenecks and thus to higher inflation,” Fed Chair Jerome Powell said last week. “We now see higher inflation and the bottlenecks lasting well into next year.”\nInflation-adjusted business investment cooled from the rapid pace of growth seen over the past year as manufacturers struggled to fulfill orders. Non-residential fixed investment rose an annualized 1.8%. Both outlays for stuctures and equipment declined on an inflation-adjusted basis, while the value of intellectual property surged.\nResidential investment also declined.\nThe slowdown in consumer spending reflected weaker motor vehicle expenditures which subtracted 2.39 percentage points from GDP during the quarter.\nA wider trade deficit -- reflecting record imports of foreign goods --further eroded growth. Net exports subtracted 1.14 percentage points.\nA separate report Thursday showed initial jobless claims fell to 281,000 last week, a fresh pandemic low. Continuing claims, a measure of ongoing benefits, dropped by 237,000 in the week ended Oct. 16, the biggest decline since July.\nDigging Deeper\n\nExcluding the trade and inventories components of GDP, final sales to private domestic purchasers, a gauge of underlying demand, rose at a 1.1% pace, the slowest of the pandemic recovery\nMotor vehicle output plunged 41.6%; excluding auto output, GDP rose 3.5%\nServices spending added 3.4 percentage points to 3Q GDP, while goods subtracted 2.32 points","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854899366,"gmtCreate":1635431223276,"gmtModify":1635431260792,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854899366","repostId":"855211508","repostType":1,"repost":{"id":855211508,"gmtCreate":1635377526067,"gmtModify":1635377541855,"author":{"id":"3576627310629871","authorId":"3576627310629871","name":"MrHappy","avatar":"https://static.tigerbbs.com/db25aeb48bc88043744fb93a4c4c3be2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>ship to the ground","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>ship to the ground","text":"$Virgin Galactic(SPCE)$ship to the ground","images":[{"img":"https://static.tigerbbs.com/43ebb83122d5cd841e754ec1cbd7bf83","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855211508","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827299616,"gmtCreate":1634473761995,"gmtModify":1634473762324,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827299616","repostId":"2175117276","repostType":4,"repost":{"id":"2175117276","pubTimestamp":1634308236,"share":"https://www.laohu8.com/m/news/2175117276?lang=&edition=full","pubTime":"2021-10-15 22:30","market":"us","language":"en","title":"Tesla Stock: Headed to $300?","url":"https://stock-news.laohu8.com/highlight/detail?id=2175117276","media":"Motley Fool","summary":"One analyst's price target for the electric-car maker's stock implies more than 60% downside. Is it time to sell?","content":"<p>One analyst thinks <b>Tesla</b> (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at the time of this writing.</p>\n<p>While the analyst's price target suggests investors should stay far away from the electric-car maker's stock, there's an interesting bullish silver lining in his bearish take if you look closely.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646716%2Ftesla-stock.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Model Y. Image source: Tesla.</span></p>\n<h2>The most valuable automobile company in the world?</h2>\n<p><b>Barclays</b>' note about Tesla stock this week actually gives investors in the automaker several reasons to be incrementally upbeat about the company. First, his $300 price target is a huge jump from where it was previously -- $230. In other words, the company's recent execution has Barclays analyst Brian Johnson now thinking the stock is 30% more valuable than his estimates called for the last time he updated his rating on the stock.</p>\n<p>Second, he had some optimistic views to share in his note on Thursday, saying that the company's better-than-expected third-quarter deliveries may have helped drive robust operating leverage during the period. He also notes the company's impressive ability to navigate chip shortages, growing deliveries significantly while many other automakers were negatively impacted by the situation.</p>\n<p>So why is he so pessimistic about the stock? He remains skeptical on Tesla's \"sky-high market cap.\"</p>\n<p>Finally, as <i>Barron's</i> author Al Root pointed out on Thursday, now even <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Tesla's biggest bears thinks the company is the most valuable automotive company in the world. Johnson's price target implies approximately a $300 billion valuation -- higher than <b>Toyota Motor</b>'s market capitalization of about $285 billion.</p>\n<h2>Should Tesla investors sell?</h2>\n<p>Still, is Johnson onto something regarding Tesla's sky-high valuation?</p>\n<p>Investors should think twice before they sell Tesla stock, despite its high valuation. Since shares aren't liquid, investors often overthink whether they should take a profit.</p>\n<p>Consider a different perspective: If this were a privately held company in which you were the sole owner, would you want to begin looking to find a buyer so you can dispose of the asset, even as trailing-12-month deliveries are up 87% year over year and both net income and free cash flow are soaring?</p>\n<p>Sure, Tesla's trailing-12-month free cash flow of $2.6 billion is extremely small, relative to the company's approximately $820 billion market cap. But if deliveries continue to grow about 50% annually for the foreseeable future, as management expects they will, and if the company's operating margin expands meaningfully as Tesla scales, this could be just the tip of the iceberg for the company's free cash flow and profits.</p>\n<p>While there are no guarantees for any stock, investors may want to avoid giving Johnson's price target too much weight. Instead, they may want to consider taking time to mull over the surprising upward trajectory of his views for the company recently. If anything, the analyst's upgraded view may offer an incremental reason to keep holding shares instead of selling them.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $300?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $300?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 22:30 GMT+8 <a href=https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst thinks Tesla (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175117276","content_text":"One analyst thinks Tesla (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at the time of this writing.\nWhile the analyst's price target suggests investors should stay far away from the electric-car maker's stock, there's an interesting bullish silver lining in his bearish take if you look closely.\nModel Y. Image source: Tesla.\nThe most valuable automobile company in the world?\nBarclays' note about Tesla stock this week actually gives investors in the automaker several reasons to be incrementally upbeat about the company. First, his $300 price target is a huge jump from where it was previously -- $230. In other words, the company's recent execution has Barclays analyst Brian Johnson now thinking the stock is 30% more valuable than his estimates called for the last time he updated his rating on the stock.\nSecond, he had some optimistic views to share in his note on Thursday, saying that the company's better-than-expected third-quarter deliveries may have helped drive robust operating leverage during the period. He also notes the company's impressive ability to navigate chip shortages, growing deliveries significantly while many other automakers were negatively impacted by the situation.\nSo why is he so pessimistic about the stock? He remains skeptical on Tesla's \"sky-high market cap.\"\nFinally, as Barron's author Al Root pointed out on Thursday, now even one of Tesla's biggest bears thinks the company is the most valuable automotive company in the world. Johnson's price target implies approximately a $300 billion valuation -- higher than Toyota Motor's market capitalization of about $285 billion.\nShould Tesla investors sell?\nStill, is Johnson onto something regarding Tesla's sky-high valuation?\nInvestors should think twice before they sell Tesla stock, despite its high valuation. Since shares aren't liquid, investors often overthink whether they should take a profit.\nConsider a different perspective: If this were a privately held company in which you were the sole owner, would you want to begin looking to find a buyer so you can dispose of the asset, even as trailing-12-month deliveries are up 87% year over year and both net income and free cash flow are soaring?\nSure, Tesla's trailing-12-month free cash flow of $2.6 billion is extremely small, relative to the company's approximately $820 billion market cap. But if deliveries continue to grow about 50% annually for the foreseeable future, as management expects they will, and if the company's operating margin expands meaningfully as Tesla scales, this could be just the tip of the iceberg for the company's free cash flow and profits.\nWhile there are no guarantees for any stock, investors may want to avoid giving Johnson's price target too much weight. Instead, they may want to consider taking time to mull over the surprising upward trajectory of his views for the company recently. If anything, the analyst's upgraded view may offer an incremental reason to keep holding shares instead of selling them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827299142,"gmtCreate":1634473746140,"gmtModify":1634473746381,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827299142","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634309275,"share":"https://www.laohu8.com/m/news/1180900172?lang=&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</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>Amazon stock rose 1.5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon stock rose 1.5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-15 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828180168,"gmtCreate":1633864703617,"gmtModify":1633864703743,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828180168","repostId":"2174192219","repostType":4,"repost":{"id":"2174192219","pubTimestamp":1633762500,"share":"https://www.laohu8.com/m/news/2174192219?lang=&edition=full","pubTime":"2021-10-09 14:55","market":"us","language":"en","title":"Tesla's Brandenburg factory becomes festival site for 'Giga-Fest'","url":"https://stock-news.laohu8.com/highlight/detail?id=2174192219","media":"StreetInsider","summary":"BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel,","content":"<p>BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day county fair on Saturday, hosted by CEO Elon Musk.</p>\n<p>The fair, expected to attract tens of thousands of visitors with Brandenburg locals given priority, will start at 10am and bands and DJs will \"keep the party going\" late into the night, according to the official event website.</p>\n<p>Musk is hoping to get the green light to start production at the site in coming weeks, which at its peak will produce 500,000 battery-electric vehicles (BEVs) a year - more than double Germany's BEV production in 2020.</p>\n<p>The company has also submitted plans to invest 5 billion euros ($5.8 billion) in a battery plant with 50 GWh capacity next to the site, outstripping Volkswagen's planned 40GWh capacity site in Salzgitter.</p>\n<p>While Tesla has repeatedly reminded critics that the site will bring Germany significantly closer to achieving its e-mobility goals, some locals and environmental groups are unhappy with the American CEO's disruptive approach which they say flies in the face of German business culture.</p>\n<p>The latest consultation of public concerns towards the site closes on October 14, after which the environmental ministry will decide whether to reject or approve it. Brandenburg's economy minister has pinned chances of approval at 95%.</p>\n<p>Drone footage published on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> in the 24 hours before the fair was due to start showed preparations were well under way, with sound checks of booming techno beats, lighting tests and festival tents set up next to rows of Tesla cars.</p>\n<p>Tesla received approval from local authorities to have 9,000 people on site at a time despite pandemic-related curbs limiting large gatherings to 5,000, after it presented a plan for how it would keep the event COVID safe, authorities said.</p>\n<p>Attendees were given a time-slot for a 1.5-hour tour of the factory, and must provide proof of a negative COVID-test, vaccination or recovery, according to the entry ticket.</p>\n<p>\"We invite you to discover our factory from along our production lines. You'll have the chance to see how tons of raw metal are melted, pressed and put together to build our Model Y,\" the ticket reads.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Brandenburg factory becomes festival site for 'Giga-Fest'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Brandenburg factory becomes festival site for 'Giga-Fest'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 14:55 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19043591><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a one-day county fair on ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19043591\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19043591","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174192219","content_text":"BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a one-day county fair on Saturday, hosted by CEO Elon Musk.\nThe fair, expected to attract tens of thousands of visitors with Brandenburg locals given priority, will start at 10am and bands and DJs will \"keep the party going\" late into the night, according to the official event website.\nMusk is hoping to get the green light to start production at the site in coming weeks, which at its peak will produce 500,000 battery-electric vehicles (BEVs) a year - more than double Germany's BEV production in 2020.\nThe company has also submitted plans to invest 5 billion euros ($5.8 billion) in a battery plant with 50 GWh capacity next to the site, outstripping Volkswagen's planned 40GWh capacity site in Salzgitter.\nWhile Tesla has repeatedly reminded critics that the site will bring Germany significantly closer to achieving its e-mobility goals, some locals and environmental groups are unhappy with the American CEO's disruptive approach which they say flies in the face of German business culture.\nThe latest consultation of public concerns towards the site closes on October 14, after which the environmental ministry will decide whether to reject or approve it. Brandenburg's economy minister has pinned chances of approval at 95%.\nDrone footage published on Twitter in the 24 hours before the fair was due to start showed preparations were well under way, with sound checks of booming techno beats, lighting tests and festival tents set up next to rows of Tesla cars.\nTesla received approval from local authorities to have 9,000 people on site at a time despite pandemic-related curbs limiting large gatherings to 5,000, after it presented a plan for how it would keep the event COVID safe, authorities said.\nAttendees were given a time-slot for a 1.5-hour tour of the factory, and must provide proof of a negative COVID-test, vaccination or recovery, according to the entry ticket.\n\"We invite you to discover our factory from along our production lines. You'll have the chance to see how tons of raw metal are melted, pressed and put together to build our Model Y,\" the ticket reads.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828180045,"gmtCreate":1633864676193,"gmtModify":1633864676291,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828180045","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do <b>not</b> see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</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>2022 Could Be A Great Year</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\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8 <a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867908257,"gmtCreate":1633179141024,"gmtModify":1633179141291,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noooooo","listText":"Noooooo","text":"Noooooo","images":[{"img":"https://static.tigerbbs.com/623e0b5f4b0309bba4e218fbf9ef759f","width":"1125","height":"3887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/867908257","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867908091,"gmtCreate":1633179073886,"gmtModify":1633179074141,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Meh","listText":"Meh","text":"Meh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/867908091","repostId":"1134305481","repostType":4,"repost":{"id":"1134305481","pubTimestamp":1633152909,"share":"https://www.laohu8.com/m/news/1134305481?lang=&edition=full","pubTime":"2021-10-02 13:35","market":"us","language":"en","title":"3 Stocks That Can Double Again in the Fourth Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305481","media":"The motley fool","summary":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this mo","content":"<p>Key Points</p>\n<ul>\n <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>\n <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>\n <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li>\n</ul>\n<p></p>\n<p>It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p>\n<p><b>Crocs</b> (NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b> (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p>\n<p>1. Crocs</p>\n<p>Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p>\n<p>The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p>\n<p>The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p>\n<p>Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p>\n<p>2. AMC Entertainment</p>\n<p>You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p>\n<p>However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p>\n<p>Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p>\n<p>3. Upstart</p>\n<p>I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p>\n<p>Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p>\n<p>With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</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>3 Stocks That Can Double Again in the Fourth Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Can Double Again in the Fourth Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-02 13:35 GMT+8 <a href=https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/><strong>The motley fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","UPST":"Upstart Holdings, Inc.","CROX":"卡骆驰"},"source_url":"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134305481","content_text":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.\nUpstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.\n\n\nIt's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?\nCrocs (NASDAQ:CROX),AMC Entertainment(NYSE:AMC), andUpstart (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.\n1. Crocs\nRemember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.\nThe comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.\nThe year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?\nDespite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.\n2. AMC Entertainment\nYou may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.\nHowever, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?\nFundamentally speaking, the catalysts are also there.Shang-Chi and the Legend of the Ten Ringsshattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.\n3. Upstart\nI love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.\nGrowth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.\nWith Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867908257,"gmtCreate":1633179141024,"gmtModify":1633179141291,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noooooo","listText":"Noooooo","text":"Noooooo","images":[{"img":"https://static.tigerbbs.com/623e0b5f4b0309bba4e218fbf9ef759f","width":"1125","height":"3887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/867908257","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867908091,"gmtCreate":1633179073886,"gmtModify":1633179074141,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Meh","listText":"Meh","text":"Meh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/867908091","repostId":"1134305481","repostType":4,"repost":{"id":"1134305481","pubTimestamp":1633152909,"share":"https://www.laohu8.com/m/news/1134305481?lang=&edition=full","pubTime":"2021-10-02 13:35","market":"us","language":"en","title":"3 Stocks That Can Double Again in the Fourth Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305481","media":"The motley fool","summary":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this mo","content":"<p>Key Points</p>\n<ul>\n <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>\n <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>\n <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li>\n</ul>\n<p></p>\n<p>It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p>\n<p><b>Crocs</b> (NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b> (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p>\n<p>1. Crocs</p>\n<p>Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p>\n<p>The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p>\n<p>The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p>\n<p>Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p>\n<p>2. AMC Entertainment</p>\n<p>You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p>\n<p>However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p>\n<p>Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p>\n<p>3. Upstart</p>\n<p>I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p>\n<p>Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p>\n<p>With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</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>3 Stocks That Can Double Again in the Fourth Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Can Double Again in the Fourth Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-02 13:35 GMT+8 <a href=https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/><strong>The motley fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","UPST":"Upstart Holdings, Inc.","CROX":"卡骆驰"},"source_url":"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134305481","content_text":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.\nUpstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.\n\n\nIt's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?\nCrocs (NASDAQ:CROX),AMC Entertainment(NYSE:AMC), andUpstart (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.\n1. Crocs\nRemember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.\nThe comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.\nThe year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?\nDespite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.\n2. AMC Entertainment\nYou may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.\nHowever, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?\nFundamentally speaking, the catalysts are also there.Shang-Chi and the Legend of the Ten Ringsshattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.\n3. Upstart\nI love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.\nGrowth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.\nWith Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828180168,"gmtCreate":1633864703617,"gmtModify":1633864703743,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828180168","repostId":"2174192219","repostType":4,"repost":{"id":"2174192219","pubTimestamp":1633762500,"share":"https://www.laohu8.com/m/news/2174192219?lang=&edition=full","pubTime":"2021-10-09 14:55","market":"us","language":"en","title":"Tesla's Brandenburg factory becomes festival site for 'Giga-Fest'","url":"https://stock-news.laohu8.com/highlight/detail?id=2174192219","media":"StreetInsider","summary":"BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel,","content":"<p>BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day county fair on Saturday, hosted by CEO Elon Musk.</p>\n<p>The fair, expected to attract tens of thousands of visitors with Brandenburg locals given priority, will start at 10am and bands and DJs will \"keep the party going\" late into the night, according to the official event website.</p>\n<p>Musk is hoping to get the green light to start production at the site in coming weeks, which at its peak will produce 500,000 battery-electric vehicles (BEVs) a year - more than double Germany's BEV production in 2020.</p>\n<p>The company has also submitted plans to invest 5 billion euros ($5.8 billion) in a battery plant with 50 GWh capacity next to the site, outstripping Volkswagen's planned 40GWh capacity site in Salzgitter.</p>\n<p>While Tesla has repeatedly reminded critics that the site will bring Germany significantly closer to achieving its e-mobility goals, some locals and environmental groups are unhappy with the American CEO's disruptive approach which they say flies in the face of German business culture.</p>\n<p>The latest consultation of public concerns towards the site closes on October 14, after which the environmental ministry will decide whether to reject or approve it. Brandenburg's economy minister has pinned chances of approval at 95%.</p>\n<p>Drone footage published on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> in the 24 hours before the fair was due to start showed preparations were well under way, with sound checks of booming techno beats, lighting tests and festival tents set up next to rows of Tesla cars.</p>\n<p>Tesla received approval from local authorities to have 9,000 people on site at a time despite pandemic-related curbs limiting large gatherings to 5,000, after it presented a plan for how it would keep the event COVID safe, authorities said.</p>\n<p>Attendees were given a time-slot for a 1.5-hour tour of the factory, and must provide proof of a negative COVID-test, vaccination or recovery, according to the entry ticket.</p>\n<p>\"We invite you to discover our factory from along our production lines. You'll have the chance to see how tons of raw metal are melted, pressed and put together to build our Model Y,\" the ticket reads.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Brandenburg factory becomes festival site for 'Giga-Fest'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Brandenburg factory becomes festival site for 'Giga-Fest'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 14:55 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19043591><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a one-day county fair on ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19043591\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19043591","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174192219","content_text":"BERLIN (Reuters) - From flashing lights and booming speakers to sprawling stages and a Ferris wheel, Tesla's factory near Berlin has been transformed into a festival site for a one-day county fair on Saturday, hosted by CEO Elon Musk.\nThe fair, expected to attract tens of thousands of visitors with Brandenburg locals given priority, will start at 10am and bands and DJs will \"keep the party going\" late into the night, according to the official event website.\nMusk is hoping to get the green light to start production at the site in coming weeks, which at its peak will produce 500,000 battery-electric vehicles (BEVs) a year - more than double Germany's BEV production in 2020.\nThe company has also submitted plans to invest 5 billion euros ($5.8 billion) in a battery plant with 50 GWh capacity next to the site, outstripping Volkswagen's planned 40GWh capacity site in Salzgitter.\nWhile Tesla has repeatedly reminded critics that the site will bring Germany significantly closer to achieving its e-mobility goals, some locals and environmental groups are unhappy with the American CEO's disruptive approach which they say flies in the face of German business culture.\nThe latest consultation of public concerns towards the site closes on October 14, after which the environmental ministry will decide whether to reject or approve it. Brandenburg's economy minister has pinned chances of approval at 95%.\nDrone footage published on Twitter in the 24 hours before the fair was due to start showed preparations were well under way, with sound checks of booming techno beats, lighting tests and festival tents set up next to rows of Tesla cars.\nTesla received approval from local authorities to have 9,000 people on site at a time despite pandemic-related curbs limiting large gatherings to 5,000, after it presented a plan for how it would keep the event COVID safe, authorities said.\nAttendees were given a time-slot for a 1.5-hour tour of the factory, and must provide proof of a negative COVID-test, vaccination or recovery, according to the entry ticket.\n\"We invite you to discover our factory from along our production lines. You'll have the chance to see how tons of raw metal are melted, pressed and put together to build our Model Y,\" the ticket reads.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847460940,"gmtCreate":1636546329010,"gmtModify":1636546331657,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Going strong","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Going strong","text":"$Tesla Motors(TSLA)$Going strong","images":[{"img":"https://static.tigerbbs.com/f7b8c1beeac06fa5dc994113fb27b14e","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/847460940","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847460158,"gmtCreate":1636546341442,"gmtModify":1636546341722,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Gogo","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Gogo","text":"$Palantir Technologies Inc.(PLTR)$Gogo","images":[{"img":"https://static.tigerbbs.com/7cda230f0c9d4b1fd4e727cad8e59106","width":"1125","height":"3800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/847460158","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842517447,"gmtCreate":1636200269684,"gmtModify":1636200270021,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842517447","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828180045,"gmtCreate":1633864676193,"gmtModify":1633864676291,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828180045","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do <b>not</b> see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</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>2022 Could Be A Great Year</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\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8 <a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690664836,"gmtCreate":1639664995589,"gmtModify":1639664995892,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690664836","repostId":"1121295991","repostType":4,"repost":{"id":"1121295991","pubTimestamp":1639664163,"share":"https://www.laohu8.com/m/news/1121295991?lang=&edition=full","pubTime":"2021-12-16 22:16","market":"us","language":"en","title":"Why analysts love Apple right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1121295991","media":"Yahoo Finance","summary":"Apple’s market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for ","content":"<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.</p>\n<p>This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.</p>\n<p>Several factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.</p>\n<p>“We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”</p>\n<p>Apple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.</p>\n<p>“I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.</p>\n<p>Apple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.</p>\n<p>The same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.</p>\n<p>“We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.</p>\n<p>Of course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.</p>\n<p>“Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”</p>\n<p>Taken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.</p>\n<p>“Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”</p>\n<p>“We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”</p>\n<p>Now Apple just has to prove the analysts’ optimism correct.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why analysts love Apple right now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy analysts love Apple right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 22:16 GMT+8 <a href=https://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html\">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://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121295991","content_text":"Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.\nThis month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.\nSeveral factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.\n“We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”\nApple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.\n“I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.\nApple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.\nThe same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.\n“We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.\nOf course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.\n“Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”\nTaken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.\n“Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”\n“We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”\nNow Apple just has to prove the analysts’ optimism correct.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827299142,"gmtCreate":1634473746140,"gmtModify":1634473746381,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827299142","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634309275,"share":"https://www.laohu8.com/m/news/1180900172?lang=&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</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>Amazon stock rose 1.5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon stock rose 1.5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-15 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842580943,"gmtCreate":1636200344809,"gmtModify":1636200345101,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Go","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Go","text":"$NIO Inc.(NIO)$Go","images":[{"img":"https://static.tigerbbs.com/40f5ba70f3508218fdc736084d723e08","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842580943","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854891086,"gmtCreate":1635431321065,"gmtModify":1635431321392,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/854891086","repostId":"1164922816","repostType":4,"repost":{"id":"1164922816","pubTimestamp":1635426625,"share":"https://www.laohu8.com/m/news/1164922816?lang=&edition=full","pubTime":"2021-10-28 21:10","market":"us","language":"en","title":"U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1164922816","media":"Bloomberg","summary":"(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pa","content":"<p>(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled spending and investment.</p>\n<p>Gross domestic product expanded at a 2% annualized rate following a 6.7% pace in the second quarter, the Commerce Department’s preliminary estimate showed Thursday.</p>\n<p>The deceleration reflected a sharp slowdown in personal consumption, which grew at just a 1.6% pace after a rapid 12% jump in the prior period. Shortages, transportation bottlenecks, rising prices and the delta variant of the coronavirus weighed on both goods and services spending.</p>\n<p>The median forecast in a Bloomberg survey of economists called for a 2.6% increase in GDP. U.S. stock index futures held gains, while the dollar was little changed and Treasury yields rose.</p>\n<p>Follow the reaction in real time here on Bloomberg’s TOPLive blog</p>\n<p>The latest data underscore how unprecedented supply constraints are holding back the U.S. economy. Understaffed and short of necessary materials, producers are struggling to keep up with demand. Service providers, who face similar pressures, fared better than manufacturers during the quarter despite the pickup in infections.</p>\n<p>While supply chain challenges are expected to linger well into 2022, subsiding Covid-19 infections and elevated savings should support stronger household spending in the final three months of the year.</p>\n<p>Persistent supply constraints paired with other reopening effects have also driven up prices for a variety of products, spurring concerns about the breadth and duration of the recent spike in inflation.</p>\n<p>The personal consumption expenditures price index excluding food and energy costs, an inflation measure followed closely by Federal Reserve officials, remained elevated, growing an annualized 4.5% last quarter after a 6.1% jump in the prior three months.</p>\n<p>How Companies See It</p>\n<p>“We don’t see the raw material or the inflation environment slowing down in any way.” -- 3M Co. CFO Monish Patolawala, Oct. 26 earnings call</p>\n<p>“Consistent with the broader market, we are experiencing inflation pressure... Next year we anticipate a more challenging inflation environment.” -- General Electric Co. CFO Carolina Dybeck Happe, Oct. 26 earnings call</p>\n<p>“I think the headwinds and the increased distribution costs will certainly be with us into 2022.” -- Kimberly-Clark Corp. CFO Maria Henry, Oct. 25 earnings call</p>\n<p>“On the cost side of the equation... we do not see any meaningful improvement until well into 2022.” -- Sherwin-Williams Co. CEO John Morikis, Oct. 26 earnings call</p>\n<p>“The risks are clearly now to longer and more persistent bottlenecks and thus to higher inflation,” Fed Chair Jerome Powell said last week. “We now see higher inflation and the bottlenecks lasting well into next year.”</p>\n<p>Inflation-adjusted business investment cooled from the rapid pace of growth seen over the past year as manufacturers struggled to fulfill orders. Non-residential fixed investment rose an annualized 1.8%. Both outlays for stuctures and equipment declined on an inflation-adjusted basis, while the value of intellectual property surged.</p>\n<p>Residential investment also declined.</p>\n<p>The slowdown in consumer spending reflected weaker motor vehicle expenditures which subtracted 2.39 percentage points from GDP during the quarter.</p>\n<p>A wider trade deficit -- reflecting record imports of foreign goods --further eroded growth. Net exports subtracted 1.14 percentage points.</p>\n<p>A separate report Thursday showed initial jobless claims fell to 281,000 last week, a fresh pandemic low. Continuing claims, a measure of ongoing benefits, dropped by 237,000 in the week ended Oct. 16, the biggest decline since July.</p>\n<p>Digging Deeper</p>\n<ul>\n <li><p>Excluding the trade and inventories components of GDP, final sales to private domestic purchasers, a gauge of underlying demand, rose at a 1.1% pace, the slowest of the pandemic recovery</p></li>\n <li><p>Motor vehicle output plunged 41.6%; excluding auto output, GDP rose 3.5%</p></li>\n <li><p>Services spending added 3.4 percentage points to 3Q GDP, while goods subtracted 2.32 points</p></li>\n</ul>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-28 21:10 GMT+8 <a href=https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled ...</p>\n\n<a href=\"https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-posts-weakest-growth-pandemic-123927937.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164922816","content_text":"(Bloomberg) -- U.S. economic growth slowed more than expected in the third quarter to the softest pace of the pandemic recovery period as snarled supply chains and a surge in Covid-19 cases throttled spending and investment.\nGross domestic product expanded at a 2% annualized rate following a 6.7% pace in the second quarter, the Commerce Department’s preliminary estimate showed Thursday.\nThe deceleration reflected a sharp slowdown in personal consumption, which grew at just a 1.6% pace after a rapid 12% jump in the prior period. Shortages, transportation bottlenecks, rising prices and the delta variant of the coronavirus weighed on both goods and services spending.\nThe median forecast in a Bloomberg survey of economists called for a 2.6% increase in GDP. U.S. stock index futures held gains, while the dollar was little changed and Treasury yields rose.\nFollow the reaction in real time here on Bloomberg’s TOPLive blog\nThe latest data underscore how unprecedented supply constraints are holding back the U.S. economy. Understaffed and short of necessary materials, producers are struggling to keep up with demand. Service providers, who face similar pressures, fared better than manufacturers during the quarter despite the pickup in infections.\nWhile supply chain challenges are expected to linger well into 2022, subsiding Covid-19 infections and elevated savings should support stronger household spending in the final three months of the year.\nPersistent supply constraints paired with other reopening effects have also driven up prices for a variety of products, spurring concerns about the breadth and duration of the recent spike in inflation.\nThe personal consumption expenditures price index excluding food and energy costs, an inflation measure followed closely by Federal Reserve officials, remained elevated, growing an annualized 4.5% last quarter after a 6.1% jump in the prior three months.\nHow Companies See It\n“We don’t see the raw material or the inflation environment slowing down in any way.” -- 3M Co. CFO Monish Patolawala, Oct. 26 earnings call\n“Consistent with the broader market, we are experiencing inflation pressure... Next year we anticipate a more challenging inflation environment.” -- General Electric Co. CFO Carolina Dybeck Happe, Oct. 26 earnings call\n“I think the headwinds and the increased distribution costs will certainly be with us into 2022.” -- Kimberly-Clark Corp. CFO Maria Henry, Oct. 25 earnings call\n“On the cost side of the equation... we do not see any meaningful improvement until well into 2022.” -- Sherwin-Williams Co. CEO John Morikis, Oct. 26 earnings call\n“The risks are clearly now to longer and more persistent bottlenecks and thus to higher inflation,” Fed Chair Jerome Powell said last week. “We now see higher inflation and the bottlenecks lasting well into next year.”\nInflation-adjusted business investment cooled from the rapid pace of growth seen over the past year as manufacturers struggled to fulfill orders. Non-residential fixed investment rose an annualized 1.8%. Both outlays for stuctures and equipment declined on an inflation-adjusted basis, while the value of intellectual property surged.\nResidential investment also declined.\nThe slowdown in consumer spending reflected weaker motor vehicle expenditures which subtracted 2.39 percentage points from GDP during the quarter.\nA wider trade deficit -- reflecting record imports of foreign goods --further eroded growth. Net exports subtracted 1.14 percentage points.\nA separate report Thursday showed initial jobless claims fell to 281,000 last week, a fresh pandemic low. Continuing claims, a measure of ongoing benefits, dropped by 237,000 in the week ended Oct. 16, the biggest decline since July.\nDigging Deeper\n\nExcluding the trade and inventories components of GDP, final sales to private domestic purchasers, a gauge of underlying demand, rose at a 1.1% pace, the slowest of the pandemic recovery\nMotor vehicle output plunged 41.6%; excluding auto output, GDP rose 3.5%\nServices spending added 3.4 percentage points to 3Q GDP, while goods subtracted 2.32 points","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827299616,"gmtCreate":1634473761995,"gmtModify":1634473762324,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827299616","repostId":"2175117276","repostType":4,"repost":{"id":"2175117276","pubTimestamp":1634308236,"share":"https://www.laohu8.com/m/news/2175117276?lang=&edition=full","pubTime":"2021-10-15 22:30","market":"us","language":"en","title":"Tesla Stock: Headed to $300?","url":"https://stock-news.laohu8.com/highlight/detail?id=2175117276","media":"Motley Fool","summary":"One analyst's price target for the electric-car maker's stock implies more than 60% downside. Is it time to sell?","content":"<p>One analyst thinks <b>Tesla</b> (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at the time of this writing.</p>\n<p>While the analyst's price target suggests investors should stay far away from the electric-car maker's stock, there's an interesting bullish silver lining in his bearish take if you look closely.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646716%2Ftesla-stock.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Model Y. Image source: Tesla.</span></p>\n<h2>The most valuable automobile company in the world?</h2>\n<p><b>Barclays</b>' note about Tesla stock this week actually gives investors in the automaker several reasons to be incrementally upbeat about the company. First, his $300 price target is a huge jump from where it was previously -- $230. In other words, the company's recent execution has Barclays analyst Brian Johnson now thinking the stock is 30% more valuable than his estimates called for the last time he updated his rating on the stock.</p>\n<p>Second, he had some optimistic views to share in his note on Thursday, saying that the company's better-than-expected third-quarter deliveries may have helped drive robust operating leverage during the period. He also notes the company's impressive ability to navigate chip shortages, growing deliveries significantly while many other automakers were negatively impacted by the situation.</p>\n<p>So why is he so pessimistic about the stock? He remains skeptical on Tesla's \"sky-high market cap.\"</p>\n<p>Finally, as <i>Barron's</i> author Al Root pointed out on Thursday, now even <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Tesla's biggest bears thinks the company is the most valuable automotive company in the world. Johnson's price target implies approximately a $300 billion valuation -- higher than <b>Toyota Motor</b>'s market capitalization of about $285 billion.</p>\n<h2>Should Tesla investors sell?</h2>\n<p>Still, is Johnson onto something regarding Tesla's sky-high valuation?</p>\n<p>Investors should think twice before they sell Tesla stock, despite its high valuation. Since shares aren't liquid, investors often overthink whether they should take a profit.</p>\n<p>Consider a different perspective: If this were a privately held company in which you were the sole owner, would you want to begin looking to find a buyer so you can dispose of the asset, even as trailing-12-month deliveries are up 87% year over year and both net income and free cash flow are soaring?</p>\n<p>Sure, Tesla's trailing-12-month free cash flow of $2.6 billion is extremely small, relative to the company's approximately $820 billion market cap. But if deliveries continue to grow about 50% annually for the foreseeable future, as management expects they will, and if the company's operating margin expands meaningfully as Tesla scales, this could be just the tip of the iceberg for the company's free cash flow and profits.</p>\n<p>While there are no guarantees for any stock, investors may want to avoid giving Johnson's price target too much weight. Instead, they may want to consider taking time to mull over the surprising upward trajectory of his views for the company recently. If anything, the analyst's upgraded view may offer an incremental reason to keep holding shares instead of selling them.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $300?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $300?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 22:30 GMT+8 <a href=https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst thinks Tesla (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/10/15/could-tesla-stock-fall-to-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175117276","content_text":"One analyst thinks Tesla (NASDAQ:TSLA) shares are significantly overvalued. He has a 12-month price target on the stock of $300, implying more than 60% downside from the stock's price of about $820 at the time of this writing.\nWhile the analyst's price target suggests investors should stay far away from the electric-car maker's stock, there's an interesting bullish silver lining in his bearish take if you look closely.\nModel Y. Image source: Tesla.\nThe most valuable automobile company in the world?\nBarclays' note about Tesla stock this week actually gives investors in the automaker several reasons to be incrementally upbeat about the company. First, his $300 price target is a huge jump from where it was previously -- $230. In other words, the company's recent execution has Barclays analyst Brian Johnson now thinking the stock is 30% more valuable than his estimates called for the last time he updated his rating on the stock.\nSecond, he had some optimistic views to share in his note on Thursday, saying that the company's better-than-expected third-quarter deliveries may have helped drive robust operating leverage during the period. He also notes the company's impressive ability to navigate chip shortages, growing deliveries significantly while many other automakers were negatively impacted by the situation.\nSo why is he so pessimistic about the stock? He remains skeptical on Tesla's \"sky-high market cap.\"\nFinally, as Barron's author Al Root pointed out on Thursday, now even one of Tesla's biggest bears thinks the company is the most valuable automotive company in the world. Johnson's price target implies approximately a $300 billion valuation -- higher than Toyota Motor's market capitalization of about $285 billion.\nShould Tesla investors sell?\nStill, is Johnson onto something regarding Tesla's sky-high valuation?\nInvestors should think twice before they sell Tesla stock, despite its high valuation. Since shares aren't liquid, investors often overthink whether they should take a profit.\nConsider a different perspective: If this were a privately held company in which you were the sole owner, would you want to begin looking to find a buyer so you can dispose of the asset, even as trailing-12-month deliveries are up 87% year over year and both net income and free cash flow are soaring?\nSure, Tesla's trailing-12-month free cash flow of $2.6 billion is extremely small, relative to the company's approximately $820 billion market cap. But if deliveries continue to grow about 50% annually for the foreseeable future, as management expects they will, and if the company's operating margin expands meaningfully as Tesla scales, this could be just the tip of the iceberg for the company's free cash flow and profits.\nWhile there are no guarantees for any stock, investors may want to avoid giving Johnson's price target too much weight. Instead, they may want to consider taking time to mull over the surprising upward trajectory of his views for the company recently. If anything, the analyst's upgraded view may offer an incremental reason to keep holding shares instead of selling them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699161196,"gmtCreate":1639756576360,"gmtModify":1639756859889,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699161196","repostId":"1172405131","repostType":4,"repost":{"id":"1172405131","pubTimestamp":1639702108,"share":"https://www.laohu8.com/m/news/1172405131?lang=&edition=full","pubTime":"2021-12-17 08:48","market":"sg","language":"en","title":"Singapore stock to watch: SingHaiyi Group","url":"https://stock-news.laohu8.com/highlight/detail?id=1172405131","media":"businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Dec 17):\nSingHaiyi (5H0): The property developer on Friday morning said it has lost its free float, ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group\">Web Link</a>\n\n</div>\n","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>Singapore stock to watch: SingHaiyi Group</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\">\nSingapore stock to watch: SingHaiyi Group\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 08:48 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Dec 17):\nSingHaiyi (5H0): The property developer on Friday morning said it has lost its free float, ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/stocks/stock-to-watch-singhaiyi-group","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172405131","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Dec 17):\nSingHaiyi (5H0): The property developer on Friday morning said it has lost its free float, after a voluntary unconditional cash offer for the group secured 95.8 per cent valid acceptances as at 6 pm on Thursday (Dec 16). The offer remains open for acceptance until its final closing date on Jan 10, 2022, following which its offerors Gordon and Celine Tang intend to delist SingHaiyi. Shares of the group ended S$0.001 or 0.9 per cent higher at S$0.117 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854899366,"gmtCreate":1635431223276,"gmtModify":1635431260792,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854899366","repostId":"855211508","repostType":1,"repost":{"id":855211508,"gmtCreate":1635377526067,"gmtModify":1635377541855,"author":{"id":"3576627310629871","authorId":"3576627310629871","name":"MrHappy","avatar":"https://static.tigerbbs.com/db25aeb48bc88043744fb93a4c4c3be2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>ship to the ground","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>ship to the ground","text":"$Virgin Galactic(SPCE)$ship to the ground","images":[{"img":"https://static.tigerbbs.com/43ebb83122d5cd841e754ec1cbd7bf83","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855211508","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699187581,"gmtCreate":1639756266631,"gmtModify":1639756843487,"author":{"id":"3579331938591706","authorId":"3579331938591706","name":"JOHY","avatar":"https://static.tigerbbs.com/01faff4217bc5e19fd6b5d62c156f678","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699187581","repostId":"1170036266","repostType":4,"repost":{"id":"1170036266","pubTimestamp":1639720549,"share":"https://www.laohu8.com/m/news/1170036266?lang=&edition=full","pubTime":"2021-12-17 13:55","market":"us","language":"en","title":"Zoom Video Communications: Zoom In To This Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1170036266","media":"Seeking Alpha","summary":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Zoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.</li>\n <li>The company dominates the web conferencing market that it serves in.</li>\n <li>The new advertising revenue stream will be a major revenue growth catalyst.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94818fbfa47e4b07546e811a26ce91c5\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Alistair Berg/DigitalVision via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Due to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.</p>\n<p>I believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.</p>\n<p><b>Company Background</b></p>\n<p>Zoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.</p>\n<p>Zoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of <i><b>all</b></i> its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.</p>\n<p>So why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?</p>\n<p><b>Declining growth led to negative sentiments</b></p>\n<p>Zoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb60390083b30448d3a3788b60d31bc\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: FAST Graphs</span></p>\n<p>These estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5807ea06579b0be1c3f0157b695385\" tg-width=\"514\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p>\n<p>To be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:</p>\n<blockquote>\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n</blockquote>\n<p>Source:2021 Annual Report</p>\n<p>The stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb569118a03f7fd81c70927e340e7c3c\" tg-width=\"640\" tg-height=\"250\" width=\"100%\" height=\"auto\"><span>Source: Finviz.com</span></p>\n<p>Then, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.</p>\n<p>To add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9606871f9829cd22d268300694bcd70f\" tg-width=\"905\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Author's own, using data from Morningstar</span></p>\n<p>Many fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13a6539c35af778bc20c5df5752a2e58\" tg-width=\"640\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Source: Morningstar</span></p>\n<p>Although there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.</p>\n<p><b>Zoom dominates the web conferencing market</b></p>\n<p>There are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a64512510362e607af7a924d36141382\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>But by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a8e9c5e22e18a4bc644b915d48feffc\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>Besides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5f1545c30bafb6aec4f0bf6e7a7fd70\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>By June 2021, ZM had widened the lead to take over 50% of the market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22c5050f93d6a58f1a768abd4ddbb877\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"><span>Source: Trustradius</span></p>\n<p>How did the company zoom ahead of much more established companies?</p>\n<p><b>Great products, loved by users, that even competitors need to integrate</b></p>\n<p>ZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f48f75c0ee019d1e9b88221410c3c3\" tg-width=\"574\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Zoom</span></p>\n<p>According to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service & Support in the Critical Capabilities for UCaaS. Worldwide.</p>\n<p>A check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4ea289d1ff803ee1b4f77f9a222e8c\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Google Play Store</span></p>\n<p>The company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5651b6b2ae18a630426169d97df14432\" tg-width=\"640\" tg-height=\"640\" width=\"100%\" height=\"auto\"><span>Source: DNA-AV</span></p>\n<p>This is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.</p>\n<p>All the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&D to develop better products. R&D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as the Kites GMBH's Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.</p>\n<p><b>ZM's market dominance gives it a moat</b></p>\n<p>ZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0be819ac1be4a78c1d4b5dcf6350c00f\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Zoom App Marketplace</span></p>\n<p><b>Financials</b></p>\n<p>Zoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).</p>\n<p>For the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cd1a3718bf18ed5b635fc8cbeeb054b\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Q3 FY22 Earnings Presentation</span></p>\n<p><b>New advertising revenue stream will be the next earnings growth catalyst</b></p>\n<p>ZM has several hundred million users, and has decided to expand into getting advertising revenue from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.</p>\n<p>ZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.</p>\n<p><b>Valuation: ZM is buyable now</b></p>\n<p>Is the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.</p>\n<p><b>1. Quick-and-dirty Method 1 with PE</b></p>\n<p>This is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.</p>\n<p><b>2. Quick-and-dirty Method 2 with FCF</b></p>\n<p>ZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.</p>\n<p><b>3. Discounted Cash Flow</b></p>\n<p>I used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.</p>\n<p><img src=\"https://static.tigerbbs.com/a2ff3879c8dfd0f5f7cbf3ab9af85051\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d371dcfc9735042ec1458e650efe28be\" tg-width=\"640\" tg-height=\"185\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations, using the everythingmoney website</span></p>\n<p>In my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.</p>\n<p>Two of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted <i>did not</i> take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.</p>\n<p><b>Conclusion</b></p>\n<p>I am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).</p>\n<p>To summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.</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>Zoom Video Communications: Zoom In To This Buying Opportunity</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\">\nZoom Video Communications: Zoom In To This Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 13:55 GMT+8 <a href=https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170036266","content_text":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\nThe new advertising revenue stream will be a major revenue growth catalyst.\n\nAlistair Berg/DigitalVision via Getty Images\nInvestment Thesis\nDue to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.\nI believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.\nCompany Background\nZoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.\nZoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of all its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.\nSo why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?\nDeclining growth led to negative sentiments\nZoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.\nSource: FAST Graphs\nThese estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.\nSource: Yahoo! Finance\nTo be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:\n\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n\nSource:2021 Annual Report\nThe stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.\nSource: Finviz.com\nThen, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.\nTo add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.\nSource: Author's own, using data from Morningstar\nMany fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.\nSource: Morningstar\nAlthough there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.\nZoom dominates the web conferencing market\nThere are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.\nSource: Statista\nBut by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.\nSource: Wallstreetzen\nBesides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.\nSource: Wallstreetzen\nBy June 2021, ZM had widened the lead to take over 50% of the market share.\nSource: Trustradius\nHow did the company zoom ahead of much more established companies?\nGreat products, loved by users, that even competitors need to integrate\nZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.\nSource: Zoom\nAccording to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service & Support in the Critical Capabilities for UCaaS. Worldwide.\nA check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.\nSource: Google Play Store\nThe company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.\nSource: DNA-AV\nThis is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.\nAll the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&D to develop better products. R&D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as the Kites GMBH's Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.\nZM's market dominance gives it a moat\nZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.\nSource: Zoom App Marketplace\nFinancials\nZoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).\nFor the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.\nSource: Q3 FY22 Earnings Presentation\nNew advertising revenue stream will be the next earnings growth catalyst\nZM has several hundred million users, and has decided to expand into getting advertising revenue from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.\nZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.\nValuation: ZM is buyable now\nIs the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.\n1. Quick-and-dirty Method 1 with PE\nThis is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.\n2. Quick-and-dirty Method 2 with FCF\nZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.\n3. Discounted Cash Flow\nI used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.\n\nSource: Author's calculations, using the everythingmoney website\nIn my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.\nTwo of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted did not take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.\nConclusion\nI am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).\nTo summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}