+关注
Portfolio50
暂无个人介绍
IP属地:未知
4
关注
14
粉丝
1
主题
0
勋章
主贴
热门
Portfolio50
2022-01-11
$MAPLETREE LOGISTICS TRUST(M44U.SI)$
mapletree brand is going down the drain if their stocks continue to drop
Portfolio50
2022-01-05
If that old man can wait for BABA to turn around, we can also.
Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?
Portfolio50
2022-01-04
Hmm...Tencent seemed to be extracting themselves from companies they previously invested. First JD and how SEA.
Tencent to reduce voting stake in Singapore tech group Sea,the latter fell nearly 5% in premarket trading
Portfolio50
2021-12-31
Interested but will wait for it to be listed in HKEX
Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?
Portfolio50
2021-12-24
Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.
Sea Limited: An Early Christmas Gift
Portfolio50
2021-12-24
Loss making for so many years, yet the CEO is paid top salary.
5 Red Flags for Palantir's Future
Portfolio50
2021-12-20
The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first.
抱歉,原内容已删除
Portfolio50
2021-12-18
With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks.
Tesla: Cathie Wood's Actions Speak Louder Than Words
Portfolio50
2021-12-18
Watching and not hitting the buy button yet
抱歉,原内容已删除
Portfolio50
2021-12-18
Waiting for Nio to be listed on HKEX next year!
抱歉,原内容已删除
Portfolio50
2021-12-12
Do this at your own peril!
抱歉,原内容已删除
Portfolio50
2021-12-09
The number of gamblers are now so large that this has become a profitable move....
抱歉,原内容已删除
Portfolio50
2021-12-05
Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?
抱歉,原内容已删除
Portfolio50
2021-12-04
Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?
抱歉,原内容已删除
Portfolio50
2021-12-03
Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.
Zoom stock slid more than 2% in premarket trading
Portfolio50
2021-12-03
More delisting to come?
抱歉,原内容已删除
Portfolio50
2021-11-23
Super!!
Zoom Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year
Portfolio50
2021-11-23
Perfect!
Zoom Video Communications Q3 EPS $1.11 Beats $1.09 Estimate, Sales $1.05B Beat $1.02B Estimate
Portfolio50
2021-11-22
These experts recommend a buy but did they buy? Institutions holdings have been dropping!
BABA Stock: Despite Earnings Miss, Experts See 54% Upside
Portfolio50
2021-11-18
Poor thing. Gonna observe a little more before putting in a trade.
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3579922554249988,"uuid":"3579922554249988","gmtCreate":1616829273613,"gmtModify":1618410788348,"name":"Portfolio50","pinyin":"portfolio50","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":14,"headSize":4,"tweetSize":87,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":694805456,"gmtCreate":1641891303411,"gmtModify":1641891303671,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>mapletree brand is going down the drain if their stocks continue to drop","listText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>mapletree brand is going down the drain if their stocks continue to drop","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$mapletree brand is going down the drain if their stocks continue to drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694805456","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695148832,"gmtCreate":1641378992575,"gmtModify":1641378992790,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"If that old man can wait for BABA to turn around, we can also.","listText":"If that old man can wait for BABA to turn around, we can also.","text":"If that old man can wait for BABA to turn around, we can also.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695148832","repostId":"1178839494","repostType":4,"repost":{"id":"1178839494","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641335015,"share":"https://www.laohu8.com/m/news/1178839494?lang=&edition=full","pubTime":"2022-01-05 06:23","market":"hk","language":"en","title":"Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178839494","media":"Benzinga","summary":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakn","content":"<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo & Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It's Important:</b>Munger is billionaire investor <b>Warren Buffett</b>'s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday's session down 0.7% at $119.56.</p></body></html>","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>Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?</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\">\nCharlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-05 06:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo & Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It's Important:</b>Munger is billionaire investor <b>Warren Buffett</b>'s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday's session down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178839494","content_text":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.What Happened:The Charlie Munger-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.Daily Journal also has positions in U.S. financial services firms Bank of America Corp.,US Bancorp and Wells Fargo & Company, as well as South Korean steel giant POSCO.Why It's Important:Munger is billionaire investor Warren Buffett's right-hand man and the vice chairman of Berkshire Hathaway Inc..The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.For Daily Journal, Alibaba could turn out to be a bargain buy.The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.BABA Price Action:Alibaba ended Tuesday's session down 0.7% at $119.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695988334,"gmtCreate":1641298954052,"gmtModify":1641298954261,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm...Tencent seemed to be extracting themselves from companies they previously invested. First JD and how SEA. ","listText":"Hmm...Tencent seemed to be extracting themselves from companies they previously invested. First JD and how SEA. ","text":"Hmm...Tencent seemed to be extracting themselves from companies they previously invested. First JD and how SEA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695988334","repostId":"1172090539","repostType":4,"repost":{"id":"1172090539","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":1641297118,"share":"https://www.laohu8.com/m/news/1172090539?lang=&edition=full","pubTime":"2022-01-04 19:51","market":"us","language":"en","title":"Tencent to reduce voting stake in Singapore tech group Sea,the latter fell nearly 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172090539","media":"Tiger Newspress","summary":"Sea fell nearly 5% in premarket trading.Chinese gaming and social media company Tencent Holdings Ltd","content":"<html><head></head><body><p>Sea fell nearly 5% in premarket trading.<img src=\"https://static.tigerbbs.com/4e48734bab7df39f0f77d5a6facdffd5\" tg-width=\"770\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>Chinese gaming and social media company Tencent Holdings Ltd has agreed to convert its Class B ordinary shares in Singapore-based gaming and e-commerce firm Sea Ltd into Class A ordinary shares, reducing its voting power to less than 10%.</p><p>In a statement issued on Wednesday, U.S.-listed Sea said Tencent and its affiliates, which together hold a 21.3% stake in the company, had given an irrevocable notice to convert its entire Class B ordinary shares.</p><p>Upon conversion, all outstanding class B shares of Sea will be beneficially owned by Forrest Li, the founder, chairman and CEO of Sea, whose market value of $124 billion makes it Southeast Asia's most valued company.</p><p>Tencent has also agreed to terminate its proxy to Li after the conversion.</p><p>Sea said the changes are subject to approval by its shareholders at its annual general meeting on Feb. 14.</p><p>It said that once the changes are made, the outstanding Class B ordinary shares beneficially owned by Li are expected to represent about 57% of the voting power, up from about 52%.</p><p>Separately, Li holds about 54% of the total voting power related to the size and composition of Sea's board of directors.</p></body></html>","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>Tencent to reduce voting stake in Singapore tech group Sea,the latter fell nearly 5% in premarket 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\">\nTencent to reduce voting stake in Singapore tech group Sea,the latter fell nearly 5% in premarket 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\">2022-01-04 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea fell nearly 5% in premarket trading.<img src=\"https://static.tigerbbs.com/4e48734bab7df39f0f77d5a6facdffd5\" tg-width=\"770\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>Chinese gaming and social media company Tencent Holdings Ltd has agreed to convert its Class B ordinary shares in Singapore-based gaming and e-commerce firm Sea Ltd into Class A ordinary shares, reducing its voting power to less than 10%.</p><p>In a statement issued on Wednesday, U.S.-listed Sea said Tencent and its affiliates, which together hold a 21.3% stake in the company, had given an irrevocable notice to convert its entire Class B ordinary shares.</p><p>Upon conversion, all outstanding class B shares of Sea will be beneficially owned by Forrest Li, the founder, chairman and CEO of Sea, whose market value of $124 billion makes it Southeast Asia's most valued company.</p><p>Tencent has also agreed to terminate its proxy to Li after the conversion.</p><p>Sea said the changes are subject to approval by its shareholders at its annual general meeting on Feb. 14.</p><p>It said that once the changes are made, the outstanding Class B ordinary shares beneficially owned by Li are expected to represent about 57% of the voting power, up from about 52%.</p><p>Separately, Li holds about 54% of the total voting power related to the size and composition of Sea's board of directors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172090539","content_text":"Sea fell nearly 5% in premarket trading.Chinese gaming and social media company Tencent Holdings Ltd has agreed to convert its Class B ordinary shares in Singapore-based gaming and e-commerce firm Sea Ltd into Class A ordinary shares, reducing its voting power to less than 10%.In a statement issued on Wednesday, U.S.-listed Sea said Tencent and its affiliates, which together hold a 21.3% stake in the company, had given an irrevocable notice to convert its entire Class B ordinary shares.Upon conversion, all outstanding class B shares of Sea will be beneficially owned by Forrest Li, the founder, chairman and CEO of Sea, whose market value of $124 billion makes it Southeast Asia's most valued company.Tencent has also agreed to terminate its proxy to Li after the conversion.Sea said the changes are subject to approval by its shareholders at its annual general meeting on Feb. 14.It said that once the changes are made, the outstanding Class B ordinary shares beneficially owned by Li are expected to represent about 57% of the voting power, up from about 52%.Separately, Li holds about 54% of the total voting power related to the size and composition of Sea's board of directors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692171567,"gmtCreate":1640891983157,"gmtModify":1640891983333,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interested but will wait for it to be listed in HKEX ","listText":"Interested but will wait for it to be listed in HKEX ","text":"Interested but will wait for it to be listed in HKEX","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692171567","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p></body></html>","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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8 <a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698831239,"gmtCreate":1640333835478,"gmtModify":1640335372898,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","listText":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","text":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698831239","repostId":"1107827800","repostType":2,"repost":{"id":"1107827800","pubTimestamp":1640326128,"share":"https://www.laohu8.com/m/news/1107827800?lang=&edition=full","pubTime":"2021-12-24 14:08","market":"us","language":"en","title":"Sea Limited: An Early Christmas Gift","url":"https://stock-news.laohu8.com/highlight/detail?id=1107827800","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a growing company in a growing economy.\nAt this stage, the company should be","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a growing company in a growing economy.</li>\n <li>At this stage, the company should be judged on its growth, not earnings.</li>\n <li>The recent fall in price makes the stock look attractive when compared to similar growth stories.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f48c8d49ed462ac489fe8f5fa91f5691\" tg-width=\"1536\" tg-height=\"1031\" width=\"100%\" height=\"auto\"><span>FreshSplash/E+ via Getty Images</span></p>\n<p><b>Thesis Summary</b></p>\n<p>Sea Limited (SE) is one of those companies that divide the room. The stock was one of the best performing of 2020/2021 but has now fallen over 30% from its all-time high following a general sell-off which has been most felt in growth stocks.</p>\n<p>However, Sea's fundamental growth story remains strong, and the fact that it is running at a loss should not bother investors at this point. If we look at each segment individually, there's a lot to like, and an argument could be made for a much higher price than today. On a final note, Sea should also be aided by the recent policy change coming from China's Central bank, the PBOC, and overall macroeconomic trends.</p>\n<p><b>A Quick Recap</b></p>\n<p>Sea Limited has three main segments; Digital Entertainment (Garena), Financial Services (SeaMoney) and E-commerce (Shopee). This is how they performed in the last quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cd726650027bd5d269b8fe1f0dd0b14\" tg-width=\"1280\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: Investor Presentation</span></p>\n<p>As we can see, Digital Entertainment is the only segment bringing in operating income. Meanwhile, eCommerce and Digital Finance are running at a loss. However, the growth rates at this point justify the investment. GMV for Shopee was up 81% YoY, and TPV processed through SeaMoney is up 111% YoY.</p>\n<p>Despite strong growth across the board, Sea Limited has come down significantly in the last few weeks, providing us with a perfect opportunity to buy a stock with an incredibly appealing fundamental growth story.</p>\n<p><b>Growth And Profitability Prospects</b></p>\n<p>Firstly, let's talk about Sea's main geographical market; Southeast Asia. SEA economies are experiencing not just a fast level of growth, but also digitalization, which bodes incredibly well for SE.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626a6dc7b34175282aeba7740413ede1\" tg-width=\"1280\" tg-height=\"521\" width=\"100%\" height=\"auto\"><span>Source: SEA Economy Report</span></p>\n<p>By 2025, the Internet economy is poised to reach over $300 billion in GMV. Indonesia, Vietnam and Thailand will be amongst the fastest growing Internet economies, and these are all areas where the company has a strong presence. On top of that, Sea is also expanding into Latin America, where it has challenged and surpassed MercadoLibre (MELI) in some countries like Brazil.</p>\n<p>Shopee and SeaMoney will grow hand in hand. As Shopee grows, more merchants and consumers will be pulled into the SeaMoney ecosystem, which not only allows digital payments but also helps merchants and consumers get financing. Of course, at the moment the company is focusing on expansion, but we know full well that both eCommerce and Digital Finance can be lucrative segments.</p>\n<p>Garena, which is responsible for creating Free Fire, is on another path. User growth is slowing down, this is true, but there is still plenty of room for monetization. The company has made moves in the right direction here by releasing Free Fire MAX, a premium version of the game. In a recent article on Seeking Alpha,JR Research pointed out that Garena continues to increase the proportion of paying users to active users, which are also growing, albeit at a slower rate.</p>\n<p><b>Comparative Valuation</b></p>\n<p>With all that said, I do feel like sometimes Sea Limited gets judged unfairly, precisely because it has such a successful and profitable segment thanks to Free Fire. Investors often look at Sea's earnings and complain that they aren't growing fast enough, but this is not the company's objective. If Shopee or SeaMoney traded separately as \"exciting and fast-growing start-ups\" investors would be much less harsh with the valuation.</p>\n<p>Sea Limited is a growth company in a growth economy, and it should be judged on its growth and revenue, not on its earnings:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabf7759dd81e88d0603fc2f17137235\" tg-width=\"905\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Data Source: Seeking Alpha</span></p>\n<p>Above we can see valuation ratios for Sea and what I consider to be some similar companies, though I am sure this will be a contentious point. Meli competes head-on with Sea in the eCommerce and fulfilment space. Roblox (RBLX) is an up and coming game/platform, and it is comparable to Free Fire. Shopify Inc.(NYSE:SHOP)has some unique characteristics, but it is also similar in many ways to Sea. It offers an eCommerce platform and helps merchants sell their products, and Shopify Pay is comparable to SeaMoney. Also, all of these companies are high growth companies through Sea is the best in this regard.</p>\n<p>In terms of P/S and EV/Sales though, Sea is cheaper than the rest of these companies, except for Meli. Also, I like the fact that Sea has a Price/Book in line with that of Shopify. Arguably these other companies could be said to be overvalued, but the idea here is to compare these companies amongst each other.</p>\n<p>Ultimately, Sea is growing incredibly fast, and though it isn't \"profitable\", we know that it's building a business model that will be. A P/S of 14 seems attractive given all of this and the ratio is below the more recent average of around 20.</p>\n<p><b>Other Considerations</b></p>\n<p>Some investors might think that, with the Federal Reserve tightening monetary policy, this is not a good time. The first issue here would be; how long can the Fed tighten? We've seen this play out before in 2018, and we know how it ends. More importantly though, while the Fed tightens, the PBOC is loosening monetary policy, as we saw the key benchmark lending rate cut last week.</p>\n<p>What does this mean for Sea? The effects are unclear. Easy credit in the area will help the company and its customers, but what about exchange rates? Some of these countries try to keep pegs to major currencies, so this might not change. This would suggest that South Eastern economies might have to follow the Fed in tightening monetary policy to defend this exchange rate.</p>\n<p>And lastly, what if COVID returns in full force? Again, the effects would be unclear. In many ways, Sea's business could be improved by this, even if the economy suffers overall.</p>\n<p><b>Takeaway</b></p>\n<p>Nothing much has changed for Sea Limited in recent months, except for its share price, and I'd be remiss if I didn't point out this buying opportunity. The company is expanding in all areas, and even increasing its profitability, though that is less important. I'm excited to see what 2022 holds for this stock.</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>Sea Limited: An Early Christmas Gift</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\">\nSea Limited: An Early Christmas Gift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 14:08 GMT+8 <a href=https://seekingalpha.com/article/4476595-sea-limited-an-early-christmas-gift><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a growing company in a growing economy.\nAt this stage, the company should be judged on its growth, not earnings.\nThe recent fall in price makes the stock look attractive when ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476595-sea-limited-an-early-christmas-gift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476595-sea-limited-an-early-christmas-gift","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107827800","content_text":"Summary\n\nSea Limited is a growing company in a growing economy.\nAt this stage, the company should be judged on its growth, not earnings.\nThe recent fall in price makes the stock look attractive when compared to similar growth stories.\n\nFreshSplash/E+ via Getty Images\nThesis Summary\nSea Limited (SE) is one of those companies that divide the room. The stock was one of the best performing of 2020/2021 but has now fallen over 30% from its all-time high following a general sell-off which has been most felt in growth stocks.\nHowever, Sea's fundamental growth story remains strong, and the fact that it is running at a loss should not bother investors at this point. If we look at each segment individually, there's a lot to like, and an argument could be made for a much higher price than today. On a final note, Sea should also be aided by the recent policy change coming from China's Central bank, the PBOC, and overall macroeconomic trends.\nA Quick Recap\nSea Limited has three main segments; Digital Entertainment (Garena), Financial Services (SeaMoney) and E-commerce (Shopee). This is how they performed in the last quarter.\nSource: Investor Presentation\nAs we can see, Digital Entertainment is the only segment bringing in operating income. Meanwhile, eCommerce and Digital Finance are running at a loss. However, the growth rates at this point justify the investment. GMV for Shopee was up 81% YoY, and TPV processed through SeaMoney is up 111% YoY.\nDespite strong growth across the board, Sea Limited has come down significantly in the last few weeks, providing us with a perfect opportunity to buy a stock with an incredibly appealing fundamental growth story.\nGrowth And Profitability Prospects\nFirstly, let's talk about Sea's main geographical market; Southeast Asia. SEA economies are experiencing not just a fast level of growth, but also digitalization, which bodes incredibly well for SE.\nSource: SEA Economy Report\nBy 2025, the Internet economy is poised to reach over $300 billion in GMV. Indonesia, Vietnam and Thailand will be amongst the fastest growing Internet economies, and these are all areas where the company has a strong presence. On top of that, Sea is also expanding into Latin America, where it has challenged and surpassed MercadoLibre (MELI) in some countries like Brazil.\nShopee and SeaMoney will grow hand in hand. As Shopee grows, more merchants and consumers will be pulled into the SeaMoney ecosystem, which not only allows digital payments but also helps merchants and consumers get financing. Of course, at the moment the company is focusing on expansion, but we know full well that both eCommerce and Digital Finance can be lucrative segments.\nGarena, which is responsible for creating Free Fire, is on another path. User growth is slowing down, this is true, but there is still plenty of room for monetization. The company has made moves in the right direction here by releasing Free Fire MAX, a premium version of the game. In a recent article on Seeking Alpha,JR Research pointed out that Garena continues to increase the proportion of paying users to active users, which are also growing, albeit at a slower rate.\nComparative Valuation\nWith all that said, I do feel like sometimes Sea Limited gets judged unfairly, precisely because it has such a successful and profitable segment thanks to Free Fire. Investors often look at Sea's earnings and complain that they aren't growing fast enough, but this is not the company's objective. If Shopee or SeaMoney traded separately as \"exciting and fast-growing start-ups\" investors would be much less harsh with the valuation.\nSea Limited is a growth company in a growth economy, and it should be judged on its growth and revenue, not on its earnings:\nData Source: Seeking Alpha\nAbove we can see valuation ratios for Sea and what I consider to be some similar companies, though I am sure this will be a contentious point. Meli competes head-on with Sea in the eCommerce and fulfilment space. Roblox (RBLX) is an up and coming game/platform, and it is comparable to Free Fire. Shopify Inc.(NYSE:SHOP)has some unique characteristics, but it is also similar in many ways to Sea. It offers an eCommerce platform and helps merchants sell their products, and Shopify Pay is comparable to SeaMoney. Also, all of these companies are high growth companies through Sea is the best in this regard.\nIn terms of P/S and EV/Sales though, Sea is cheaper than the rest of these companies, except for Meli. Also, I like the fact that Sea has a Price/Book in line with that of Shopify. Arguably these other companies could be said to be overvalued, but the idea here is to compare these companies amongst each other.\nUltimately, Sea is growing incredibly fast, and though it isn't \"profitable\", we know that it's building a business model that will be. A P/S of 14 seems attractive given all of this and the ratio is below the more recent average of around 20.\nOther Considerations\nSome investors might think that, with the Federal Reserve tightening monetary policy, this is not a good time. The first issue here would be; how long can the Fed tighten? We've seen this play out before in 2018, and we know how it ends. More importantly though, while the Fed tightens, the PBOC is loosening monetary policy, as we saw the key benchmark lending rate cut last week.\nWhat does this mean for Sea? The effects are unclear. Easy credit in the area will help the company and its customers, but what about exchange rates? Some of these countries try to keep pegs to major currencies, so this might not change. This would suggest that South Eastern economies might have to follow the Fed in tightening monetary policy to defend this exchange rate.\nAnd lastly, what if COVID returns in full force? Again, the effects would be unclear. In many ways, Sea's business could be improved by this, even if the economy suffers overall.\nTakeaway\nNothing much has changed for Sea Limited in recent months, except for its share price, and I'd be remiss if I didn't point out this buying opportunity. The company is expanding in all areas, and even increasing its profitability, though that is less important. I'm excited to see what 2022 holds for this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698983247,"gmtCreate":1640275341809,"gmtModify":1640275637974,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Loss making for so many years, yet the CEO is paid top salary. ","listText":"Loss making for so many years, yet the CEO is paid top salary. ","text":"Loss making for so many years, yet the CEO is paid top salary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698983247","repostId":"2193146721","repostType":4,"repost":{"id":"2193146721","pubTimestamp":1640265900,"share":"https://www.laohu8.com/m/news/2193146721?lang=&edition=full","pubTime":"2021-12-23 21:25","market":"us","language":"en","title":"5 Red Flags for Palantir's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2193146721","media":"Motley Fool","summary":"The data mining firm's stock has dropped to a 52-week low for five reasons.","content":"<p>Last September, I bought a large position in <b>Palantir Technologies</b> (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.</p>\n<p>I sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.</p>\n<p>That being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.</p>\n<h2>1. All that red ink</h2>\n<p>Palantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.</p>\n<p>In the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.</p>\n<p>If we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.</p>\n<h2>2. The rise of RAVEn</h2>\n<p>Palantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"</p>\n<p>But earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.</p>\n<p>If other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.</p>\n<h2>3. Its ongoing stock dilution</h2>\n<p>Palantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p>\n<p>Palantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.</p>\n<h2>4. Its high valuation</h2>\n<p>That dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.</p>\n<p>For example, <b>C3.ai</b> (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.</p>\n<h2>5. Insiders are selling shares as its price declines</h2>\n<p>Over the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.</p>\n<p>If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.</p>\n<h2>Why I'm staying bullish on Palantir</h2>\n<p>Palantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.</p>\n<p>But over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.</p>\n<p>Therefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.</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>5 Red Flags for Palantir's Future</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\">\n5 Red Flags for Palantir's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 21:25 GMT+8 <a href=https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193146721","content_text":"Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.\nI sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.\nThat being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.\n1. All that red ink\nPalantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.\nIn the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.\nIf we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.\n2. The rise of RAVEn\nPalantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"\nBut earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.\nIf other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.\n3. Its ongoing stock dilution\nPalantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.\nPalantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.\n4. Its high valuation\nThat dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.\nFor example, C3.ai (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.\n5. Insiders are selling shares as its price declines\nOver the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.\nIf a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.\nWhy I'm staying bullish on Palantir\nPalantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.\nBut over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.\nTherefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693125320,"gmtCreate":1639989923756,"gmtModify":1639989923930,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first. ","listText":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first. ","text":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693125320","repostId":"1109541249","repostType":4,"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699516667,"gmtCreate":1639837777807,"gmtModify":1639837778010,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks. ","listText":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks. ","text":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699516667","repostId":"1141867982","repostType":2,"repost":{"id":"1141867982","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Ark Invest continues to sell shares of the EV company.</li>\n <li>Weight in the top fund now is below 7.75%.</li>\n <li>Lack of purchases for undervalued stock is telling.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p>\n<p>As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p>\n<p>For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p>\n<p>ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p>\n<p>Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p>\n<p>The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p>\n<p>Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p>\n<p>I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p>\n<p>Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p>\n<p>In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</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>Tesla: Cathie Wood's Actions Speak Louder Than Words</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: Cathie Wood's Actions Speak Louder Than Words\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 10:41 GMT+8 <a href=https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">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","ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000603","authorId":"9000000000000603","name":"ElsieDewey","avatar":"https://static.tigerbbs.com/f5db46fc82ad451b6aa0d938d2221d70","crmLevel":1,"crmLevelSwitch":0},"content":"我同意你的看法。调整现金的使用方式很重要。","text":"我同意你的看法。调整现金的使用方式很重要。","html":"我同意你的看法。调整现金的使用方式很重要。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699513512,"gmtCreate":1639837245078,"gmtModify":1639837245282,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Watching and not hitting the buy button yet","listText":"Watching and not hitting the buy button yet","text":"Watching and not hitting the buy button yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699513512","repostId":"1161245886","repostType":4,"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699818760,"gmtCreate":1639777748653,"gmtModify":1639778726678,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Waiting for Nio to be listed on HKEX next year! ","listText":"Waiting for Nio to be listed on HKEX next year! ","text":"Waiting for Nio to be listed on HKEX next year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699818760","repostId":"2192462941","repostType":2,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604994947,"gmtCreate":1639299844403,"gmtModify":1639299844559,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Do this at your own peril!","listText":"Do this at your own peril!","text":"Do this at your own peril!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604994947","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602222364,"gmtCreate":1639030425055,"gmtModify":1639030425206,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The number of gamblers are now so large that this has become a profitable move....","listText":"The number of gamblers are now so large that this has become a profitable move....","text":"The number of gamblers are now so large that this has become a profitable move....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602222364","repostId":"1109878657","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608878860,"gmtCreate":1638694847358,"gmtModify":1638695079789,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","listText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","text":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608878860","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608940849,"gmtCreate":1638605171993,"gmtModify":1638606700493,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","listText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","text":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608940849","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601296547,"gmtCreate":1638531303938,"gmtModify":1638531859135,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","listText":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","text":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601296547","repostId":"1109174326","repostType":4,"repost":{"id":"1109174326","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":1638524729,"share":"https://www.laohu8.com/m/news/1109174326?lang=&edition=full","pubTime":"2021-12-03 17:45","market":"us","language":"en","title":"Zoom stock slid more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1109174326","media":"Tiger Newspress","summary":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheape","content":"<p>Zoom stock slid another 2% in premarket trading after falling 3% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</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 stock slid more than 2% in premarket 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\">\nZoom stock slid more than 2% in premarket 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\">2021-12-03 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom stock slid another 2% in premarket trading after falling 3% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109174326","content_text":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.\nMicrosoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.\nThe new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.\nMicrosoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601880308,"gmtCreate":1638507882298,"gmtModify":1638507882385,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More delisting to come? ","listText":"More delisting to come? ","text":"More delisting to come?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601880308","repostId":"1101828151","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875328007,"gmtCreate":1637615783339,"gmtModify":1637615783530,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Super!!","listText":"Super!!","text":"Super!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875328007","repostId":"2185805567","repostType":2,"repost":{"id":"2185805567","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637618817,"share":"https://www.laohu8.com/m/news/2185805567?lang=&edition=full","pubTime":"2021-11-23 06:06","market":"us","language":"en","title":"Zoom Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2185805567","media":"Benzinga","summary":"Zoom Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Yea","content":"<html><body><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year</p></body></html>","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 Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over 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\">\nZoom Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-23 06:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CUBI":"Customers Bancorp Inc.","ZM":"Zoom"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24236863/zoom-reports-number-of-customers-contributing-more-than-100-000-in-ttm-revenue-up-94-year-over-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185805567","content_text":"Zoom Reports Number Of Customers Contributing More Than $100,000 In TTM Revenue Up 94% Year Over Year","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875321419,"gmtCreate":1637615747869,"gmtModify":1637615747990,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Perfect!","listText":"Perfect!","text":"Perfect!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875321419","repostId":"2185566805","repostType":2,"repost":{"id":"2185566805","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637618760,"share":"https://www.laohu8.com/m/news/2185566805?lang=&edition=full","pubTime":"2021-11-23 06:06","market":"hk","language":"en","title":"Zoom Video Communications Q3 EPS $1.11 Beats $1.09 Estimate, Sales $1.05B Beat $1.02B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2185566805","media":"Benzinga","summary":"Zoom Video Communications (NASDAQ:ZM) reported quarterly earnings of $1.11 per share which beat the analyst consensus estimate of $1.09 by 1.83 percent. This is a 12.12 percent increase over earnings of $0.99 per share","content":"<html><body><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (NASDAQ:ZM) reported quarterly earnings of $1.11 per share which beat the analyst consensus estimate of $1.09 by 1.83 percent. This is a 12.12 percent increase over earnings of $0.99 per share from the same period last year. The company reported quarterly sales of $1.05 billion which beat the analyst consensus estimate of $1.02 billion by 3.02 percent. This is a 35.20 percent increase over sales of $777.20 million the same period last year.</p></body></html>","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 Q3 EPS $1.11 Beats $1.09 Estimate, Sales $1.05B Beat $1.02B Estimate</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 Q3 EPS $1.11 Beats $1.09 Estimate, Sales $1.05B Beat $1.02B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-23 06:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications (NASDAQ:ZM) reported quarterly earnings of $1.11 per share which beat the analyst consensus estimate of $1.09 by 1.83 percent. This is a 12.12 percent increase over earnings of $0.99 per share from the same period last year. The company reported quarterly sales of $1.05 billion which beat the analyst consensus estimate of $1.02 billion by 3.02 percent. This is a 35.20 percent increase over sales of $777.20 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24236825/zoom-video-communications-q3-eps-1-11-beats-1-09-estimate-sales-1-05b-beat-1-02b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185566805","content_text":"Zoom Video Communications (NASDAQ:ZM) reported quarterly earnings of $1.11 per share which beat the analyst consensus estimate of $1.09 by 1.83 percent. This is a 12.12 percent increase over earnings of $0.99 per share from the same period last year. The company reported quarterly sales of $1.05 billion which beat the analyst consensus estimate of $1.02 billion by 3.02 percent. This is a 35.20 percent increase over sales of $777.20 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872784369,"gmtCreate":1637575437958,"gmtModify":1637575438089,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","listText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","text":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872784369","repostId":"1192020197","repostType":2,"repost":{"id":"1192020197","pubTimestamp":1637559822,"share":"https://www.laohu8.com/m/news/1192020197?lang=&edition=full","pubTime":"2021-11-22 13:43","market":"us","language":"en","title":"BABA Stock: Despite Earnings Miss, Experts See 54% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1192020197","media":"TheStreet","summary":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p","content":"<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p>\n<p>Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p>\n<p>However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p>\n<p><b>September quarter’s big miss</b></p>\n<p>Alibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise & estimates by quarter.</span></p>\n<p>Weaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:</p>\n<blockquote>\n “\n <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i>\n</blockquote>\n<p>Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p>\n<p><b>Experts are still bullish</b></p>\n<p>Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p>\n<p>After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p>\n<p>CLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p>\n<p>Citigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p>\n<p>Lastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p>\n<blockquote>\n <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i>\n</blockquote>","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>BABA Stock: Despite Earnings Miss, Experts See 54% Upside</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\">\nBABA Stock: Despite Earnings Miss, Experts See 54% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:43 GMT+8 <a href=https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\n...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192020197","content_text":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\nAlibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.\nFigure 1: Alibaba stock chart price year-to-date.\nHowever, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.\nSeptember quarter’s big miss\nAlibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.\nFigure 2: BABA EPS surprise & estimates by quarter.\nWeaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:\n\n “\n This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”\n\nAlibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.\nExperts are still bullish\nBefore the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.\nAfter the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.\nCLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.\nCitigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.\nLastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:\n\n\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878815041,"gmtCreate":1637165101191,"gmtModify":1637165101332,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Poor thing. Gonna observe a little more before putting in a trade. ","listText":"Poor thing. Gonna observe a little more before putting in a trade. ","text":"Poor thing. Gonna observe a little more before putting in a trade.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878815041","repostId":"1110929194","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":824361639,"gmtCreate":1634280447828,"gmtModify":1634280447951,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Looks like another headwind for Coinbase ....","listText":"Looks like another headwind for Coinbase ....","text":"Looks like another headwind for Coinbase ....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824361639","repostId":"1175281678","repostType":4,"repost":{"id":"1175281678","pubTimestamp":1634275327,"share":"https://www.laohu8.com/m/news/1175281678?lang=&edition=full","pubTime":"2021-10-15 13:22","market":"fut","language":"en","title":"Bitcoin nears $60,000 as investors eye first U.S. ETFs","url":"https://stock-news.laohu8.com/highlight/detail?id=1175281678","media":"Reuters","summary":"(Reuters) -Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders b","content":"<p>(Reuters) -Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded fund based on its futures contracts.</p>\n<p>The world’s biggest cryptocurrency rose nearly 4% to as high as $59,664, its highest since mid-April. It has doubled in value this year and is near April’s record high of $64,895.</p>\n<p>The U.S. Securities and Exchange Commission (SEC) is poised to allow the first U.S. bitcoin futures ETF to begin trading next week, Bloomberg News reported on Thursday, citing people familiar with the matter.</p>\n<p>Ben Caselin, head of research and strategy at Asia-based cryptocurrency exchange AAX, said bitcoin’s spike above $59,000 wasn’t arbitrary and long-term investors had been accumulating it for a while.</p>\n<p>“It is widely expected that Q4 will see significant progress around a bitcoin ETF in the U.S.,” he said.</p>\n<p>Friday’s moves were also spurred by a tweet from the SEC’s investor education office, he said.</p>\n<p>\"Before investing in a fund that holds Bitcoin futures contracts, make sure you carefully weigh the potential risks and benefits,\" the SEC tweet here stated.</p>\n<p>Cryptocurrency investors have been waiting for news of approval of the country’s first bitcoin ETF, and some of bitcoin’s rally in recent months has been in anticipation of that move and how it could speed up its mainstream adoption and trading.</p>\n<p>Several fund managers, including the VanEck Bitcoin Trust, ProShares, Invesco, Valkyrie and Galaxy Digital Funds have applied to launch bitcoin ETFs in the United States. Cryptocurrency ETFs have been launched this year in Canada and Europe.</p>\n<p>SEC Chair Gary Gensler has previously said the crypto market involves many tokens which may be unregistered securities and leaves prices open to manipulation and millions of investors vulnerable to risks.</p>\n<p>The Bloomberg report said that the proposals by ProShares and Invesco are based on futures contracts and were filed under mutual fund rules that Gensler has said provide “significant investor protections”.</p>\n<p>The SEC did not immediately respond to a request for comment on the Bloomberg report.</p>\n<p></p>\n<p></p>","source":"lsy1601381805984","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>Bitcoin nears $60,000 as investors eye first U.S. ETFs</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\">\nBitcoin nears $60,000 as investors eye first U.S. ETFs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 13:22 GMT+8 <a href=https://www.reuters.com/article/fintech-crypto-etf/update-1-bitcoin-nears-60000-as-investors-eye-first-u-s-etfs-idUSL4N2RB0T4><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded ...</p>\n\n<a href=\"https://www.reuters.com/article/fintech-crypto-etf/update-1-bitcoin-nears-60000-as-investors-eye-first-u-s-etfs-idUSL4N2RB0T4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.reuters.com/article/fintech-crypto-etf/update-1-bitcoin-nears-60000-as-investors-eye-first-u-s-etfs-idUSL4N2RB0T4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175281678","content_text":"(Reuters) -Bitcoin hit a six-month high on Friday, approaching the record hit in April, as traders became increasingly confident that U.S. regulators would approve the launch of an exchange-traded fund based on its futures contracts.\nThe world’s biggest cryptocurrency rose nearly 4% to as high as $59,664, its highest since mid-April. It has doubled in value this year and is near April’s record high of $64,895.\nThe U.S. Securities and Exchange Commission (SEC) is poised to allow the first U.S. bitcoin futures ETF to begin trading next week, Bloomberg News reported on Thursday, citing people familiar with the matter.\nBen Caselin, head of research and strategy at Asia-based cryptocurrency exchange AAX, said bitcoin’s spike above $59,000 wasn’t arbitrary and long-term investors had been accumulating it for a while.\n“It is widely expected that Q4 will see significant progress around a bitcoin ETF in the U.S.,” he said.\nFriday’s moves were also spurred by a tweet from the SEC’s investor education office, he said.\n\"Before investing in a fund that holds Bitcoin futures contracts, make sure you carefully weigh the potential risks and benefits,\" the SEC tweet here stated.\nCryptocurrency investors have been waiting for news of approval of the country’s first bitcoin ETF, and some of bitcoin’s rally in recent months has been in anticipation of that move and how it could speed up its mainstream adoption and trading.\nSeveral fund managers, including the VanEck Bitcoin Trust, ProShares, Invesco, Valkyrie and Galaxy Digital Funds have applied to launch bitcoin ETFs in the United States. Cryptocurrency ETFs have been launched this year in Canada and Europe.\nSEC Chair Gary Gensler has previously said the crypto market involves many tokens which may be unregistered securities and leaves prices open to manipulation and millions of investors vulnerable to risks.\nThe Bloomberg report said that the proposals by ProShares and Invesco are based on futures contracts and were filed under mutual fund rules that Gensler has said provide “significant investor protections”.\nThe SEC did not immediately respond to a request for comment on the Bloomberg report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604994947,"gmtCreate":1639299844403,"gmtModify":1639299844559,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Do this at your own peril!","listText":"Do this at your own peril!","text":"Do this at your own peril!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604994947","repostId":"2190679207","repostType":4,"repost":{"id":"2190679207","pubTimestamp":1639281804,"share":"https://www.laohu8.com/m/news/2190679207?lang=&edition=full","pubTime":"2021-12-12 12:03","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2190679207","media":"Motley Fool","summary":"These two stocks could change your retirement.","content":"<p>Over the past 15 years, the <b>S&P 500</b> has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.</p>\n<p>While this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think <b>Latch</b> (NASDAQ:LTCH) and <b>Lemonade</b> (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.</p>\n<h2>1. Latch: Smart security</h2>\n<p>This smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on <a href=\"https://laohu8.com/S/AONE.U\">one</a> platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.</p>\n<p>Nearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.</p>\n<p>Latch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.</p>\n<p>Latch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like <b>Brookfield</b> (NYSE:BAM) and <b>Avalon Bay</b> (NYSE:AVB).</p>\n<p>This company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>Q3 2020</th>\n <th>Q3 2021</th>\n <th>Change</th>\n </tr>\n <tr>\n <td>Net loss</td>\n <td>$15.9 million</td>\n <td>$34.2 million</td>\n <td>115%</td>\n </tr>\n <tr>\n <td>Net loss as a percentage of revenue</td>\n <td>311.5%</td>\n <td>305.7%</td>\n <td>N/A</td>\n </tr>\n </tbody>\n</table>\n<p>The company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.</p>\n<p>Also, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.</p>\n<h2>2. Lemonade: An insurance provider anyone can love</h2>\n<p>Lemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.</p>\n<p>Lemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.</p>\n<p>The company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>First Nine Months of 2020</th>\n <th>First Nine Months of 2021</th>\n <th>Change</th>\n </tr>\n <tr>\n <td>Net loss</td>\n <td>$88.4 million</td>\n <td>$171.0 million</td>\n <td>93.4%</td>\n </tr>\n <tr>\n <td>Net loss as a percentage of revenue</td>\n <td>119.6%</td>\n <td>195.6%</td>\n <td><p>N/A</p></td>\n </tr>\n </tbody>\n</table>\n<p>This major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.</p>\n<p>Lemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.</p>\n<p>Both of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.</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>Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035</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\">\nWant $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 12:03 GMT+8 <a href=https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","BK4549":"软银资本持仓","BK4023":"应用软件","LMND":"Lemonade, Inc.","LTCH":"Latch, Inc.","BK4215":"住宅房地产投资信托","BK4548":"巴美列捷福持仓","ESG":"FlexShares STOXX US ESG Select Index Fund","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4535":"淡马锡持仓","BAM":"布鲁克菲尔德资产管理","BK4543":"AI","AVB":"阿湾物产","BK4107":"财产与意外伤害保险","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190679207","content_text":"Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.\nWhile this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think Latch (NASDAQ:LTCH) and Lemonade (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.\n1. Latch: Smart security\nThis smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on one platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.\nNearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.\nLatch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.\nLatch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like Brookfield (NYSE:BAM) and Avalon Bay (NYSE:AVB).\nThis company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.\n\n\n\nMetric\nQ3 2020\nQ3 2021\nChange\n\n\nNet loss\n$15.9 million\n$34.2 million\n115%\n\n\nNet loss as a percentage of revenue\n311.5%\n305.7%\nN/A\n\n\n\nThe company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.\nAlso, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.\n2. Lemonade: An insurance provider anyone can love\nLemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.\nLemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.\nThe company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.\n\n\n\nMetric\nFirst Nine Months of 2020\nFirst Nine Months of 2021\nChange\n\n\nNet loss\n$88.4 million\n$171.0 million\n93.4%\n\n\nNet loss as a percentage of revenue\n119.6%\n195.6%\nN/A\n\n\n\nThis major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.\nLemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.\nBoth of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828196420,"gmtCreate":1633858537441,"gmtModify":1633858537569,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wished you had explain why you think the supply chain issues will be resolved in 2022!","listText":"Wished you had explain why you think the supply chain issues will be resolved in 2022!","text":"Wished you had explain why you think the supply chain issues will be resolved in 2022!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828196420","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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"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":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832254517,"gmtCreate":1629643921039,"gmtModify":1633683611330,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree. Pick those from safe emerging markets where the macro economic, political and legal systems are stable/well established. [财迷] ","listText":"Agree. Pick those from safe emerging markets where the macro economic, political and legal systems are stable/well established. [财迷] ","text":"Agree. Pick those from safe emerging markets where the macro economic, political and legal systems are stable/well established. [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832254517","repostId":"1115632642","repostType":4,"repost":{"id":"1115632642","pubTimestamp":1629471872,"share":"https://www.laohu8.com/m/news/1115632642?lang=&edition=full","pubTime":"2021-08-20 23:04","market":"us","language":"en","title":"Contrarian Investors Should Love Emerging Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1115632642","media":"Bloomberg","summary":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperfo","content":"<blockquote>\n <b>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.</b>\n</blockquote>\n<p>Emerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.</p>\n<p>That’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.</p>\n<p><img src=\"https://static.tigerbbs.com/dd22e89c12797121db43fe00543e1eb7\" tg-width=\"669\" tg-height=\"402\" width=\"100%\" height=\"auto\"></p>\n<p>This time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.</p>\n<p>Given the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.</p>\n<p><img src=\"https://static.tigerbbs.com/30aba59eba1452ca5a877020ce216bec\" tg-width=\"633\" tg-height=\"418\" width=\"100%\" height=\"auto\">But earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.</p>\n<p>Stocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.</p>\n<p>And that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.</p>\n<p>If anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.</p>\n<p>The valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/8b9fb774ffbe544f200ac13222ee3b5e\" tg-width=\"649\" tg-height=\"371\" width=\"100%\" height=\"auto\">All of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.</p>\n<p>Contrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.</p>\n<p>It’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.</p>\n<p>I’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Contrarian Investors Should Love Emerging Markets</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\">\nContrarian Investors Should Love Emerging Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:04 GMT+8 <a href=https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion\">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","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115632642","content_text":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.\nThat’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.\n\nThis time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.\nGiven the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.\nBut earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.\nStocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.\nAnd that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.\nIf anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.\nThe valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.\nAll of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.\nContrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.\nIt’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.\nI’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893595809,"gmtCreate":1628278151501,"gmtModify":1633752056812,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Are you saying it was only 1 time your indicator was accurate? and you are saying this time your indicator might be accurate? [捂脸] ","listText":"Are you saying it was only 1 time your indicator was accurate? and you are saying this time your indicator might be accurate? [捂脸] ","text":"Are you saying it was only 1 time your indicator was accurate? and you are saying this time your indicator might be accurate? [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893595809","repostId":"1124487485","repostType":4,"repost":{"id":"1124487485","pubTimestamp":1628258241,"share":"https://www.laohu8.com/m/news/1124487485?lang=&edition=full","pubTime":"2021-08-06 21:57","market":"us","language":"en","title":"Here’s another sign the bull market is near a peak, and this one bears watching","url":"https://stock-news.laohu8.com/highlight/detail?id=1124487485","media":"MarketWatch","summary":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a to","content":"<blockquote>\n <b>S&P 500 sectors’ relative strength rankings are flashing red.</b>\n</blockquote>\n<p>The U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500 SPX, +0.08% sectors.</p>\n<p>Over the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.</p>\n<p>This is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.</p>\n<p>Now, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.</p>\n<p>According to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.</p>\n<p><img src=\"https://static.tigerbbs.com/8465aa12910238871b10168546466b1f\" tg-width=\"2100\" tg-height=\"1272\" width=\"100%\" height=\"auto\"></p>\n<p>In contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.</p>\n<p>To quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.</p>\n<p>In mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.</p>\n<p>Needless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.</p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s another sign the bull market is near a peak, and this one bears watching</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\">\nHere’s another sign the bull market is near a peak, and this one bears watching\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 21:57 GMT+8 <a href=https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124487485","content_text":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500 SPX, +0.08% sectors.\nOver the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.\nThis is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.\nNow, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.\nAccording to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.\n\nIn contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.\nTo quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.\nIn mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.\nNeedless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601296547,"gmtCreate":1638531303938,"gmtModify":1638531859135,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","listText":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","text":"Big companies don't like to offer cheap products due to high overheads. Microsoft must have felt really threatened for them to resort to this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601296547","repostId":"1109174326","repostType":4,"repost":{"id":"1109174326","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":1638524729,"share":"https://www.laohu8.com/m/news/1109174326?lang=&edition=full","pubTime":"2021-12-03 17:45","market":"us","language":"en","title":"Zoom stock slid more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1109174326","media":"Tiger Newspress","summary":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheape","content":"<p>Zoom stock slid another 2% in premarket trading after falling 3% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</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 stock slid more than 2% in premarket 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\">\nZoom stock slid more than 2% in premarket 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\">2021-12-03 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom stock slid another 2% in premarket trading after falling 3% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/b24ab8a82447c7a4f6bd126bae35a19a\" tg-width=\"851\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Microsoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.</p>\n<p>Microsoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.</p>\n<p>The new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.</p>\n<p>Microsoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109174326","content_text":"Zoom stock slid another 2% in premarket trading after falling 3% yesterday.\n\nMicrosoft adds a cheaper teams to take down Zoom.The software giant has gone the low price route to bring in more small business users.\nMicrosoft has released Teams Essentials, a standalone version of its popular videoconferencing software. Previously customers could only subscribe to teams as part of a broader suite of Office software.\nThe new version of teams costs $4 per user, per month which Microsoft called \"the most competitively priced online meetings and collaboration solution in the market,\" in a release.\nMicrosoft has made it clear that it is targeting small businesses, a key Zoom customer base, with Teams Essentials.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821898783,"gmtCreate":1633716571647,"gmtModify":1633716571974,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sep and Oct had really been a test of my convictions! ","listText":"Sep and Oct had really been a test of my convictions! ","text":"Sep and Oct had really been a test of my convictions!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821898783","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b> to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8 <a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699516667,"gmtCreate":1639837777807,"gmtModify":1639837778010,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks. ","listText":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks. ","text":"With the fund outflows, she needs to sell cash -like positions to fund purchases of high conviction beaten down stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699516667","repostId":"1141867982","repostType":2,"repost":{"id":"1141867982","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Ark Invest continues to sell shares of the EV company.</li>\n <li>Weight in the top fund now is below 7.75%.</li>\n <li>Lack of purchases for undervalued stock is telling.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p>\n<p>As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p>\n<p>For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p>\n<p>ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p>\n<p>Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p>\n<p>The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p>\n<p>Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p>\n<p>I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p>\n<p>Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p>\n<p>In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</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>Tesla: Cathie Wood's Actions Speak Louder Than Words</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: Cathie Wood's Actions Speak Louder Than Words\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 10:41 GMT+8 <a href=https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">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","ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000603","authorId":"9000000000000603","name":"ElsieDewey","avatar":"https://static.tigerbbs.com/f5db46fc82ad451b6aa0d938d2221d70","crmLevel":1,"crmLevelSwitch":0},"content":"我同意你的看法。调整现金的使用方式很重要。","text":"我同意你的看法。调整现金的使用方式很重要。","html":"我同意你的看法。调整现金的使用方式很重要。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699513512,"gmtCreate":1639837245078,"gmtModify":1639837245282,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Watching and not hitting the buy button yet","listText":"Watching and not hitting the buy button yet","text":"Watching and not hitting the buy button yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699513512","repostId":"1161245886","repostType":4,"repost":{"id":"1161245886","pubTimestamp":1639806035,"share":"https://www.laohu8.com/m/news/1161245886?lang=&edition=full","pubTime":"2021-12-18 13:40","market":"us","language":"en","title":"Wedbush's Dan Ives: Don't throw in the towel on tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1161245886","media":"Seeking Alpha","summary":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as $CyberArk Software $, $Palo Alto Networks $, $Zscaler $, $NVIDIA $ and $Apple $.\"This is an opportunity, not the start of a downtrend ","content":"<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.</p>\n<p>\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.</p>\n<p>Calling the current era \"a fourth industrial revolution,\" Ives backed such stocks as <a href=\"https://laohu8.com/S/CYBR\">CyberArk Software </a>, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks </a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler </a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple </a>.</p>\n<p>\"This is an opportunity, not the start of a downtrend for tech,\" he said.</p>\n<p>Ives argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.</p>\n<p>He estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.</p>\n<p>That said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.</p>\n<p>\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.</p>\n<p>Rather, Ives suggested investors \"double down on their winners.\"</p>\n<p>Looking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.</p>\n<p>The main laggard in the group is CYBR, which is basically flat on the year:</p>\n<p><img src=\"https://static.tigerbbs.com/25aa45389fe8b89d41006f304e02894e\" tg-width=\"1201\" tg-height=\"405\" width=\"100%\" height=\"auto\"></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>Wedbush's Dan Ives: Don't throw in the towel on tech</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\">\nWedbush's Dan Ives: Don't throw in the towel on tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 13:40 GMT+8 <a href=https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"...</p>\n\n<a href=\"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","CYBR":"Cyber-Ark Software","NVDA":"英伟达","PANW":"Palo Alto Networks"},"source_url":"https://seekingalpha.com/news/3781354-dont-throw-in-the-towel-on-tech-wedbushs-dan-ives","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161245886","content_text":"Wedbush Securities managing director Dan Ives advised investors to stick with technology stocks despite the potential valuation crunch that could happen as the Federal Reserve raises interest rates.\n\"This is not the time to throw in the white towel on tech,\" he told CNBC on Friday.\nCalling the current era \"a fourth industrial revolution,\" Ives backed such stocks as CyberArk Software , Palo Alto Networks , Zscaler , NVIDIA and Apple .\n\"This is an opportunity, not the start of a downtrend for tech,\" he said.\nIves argued that a large number of tech names will see significant growth in coming years thanks to heavy spending on technologies like cybersecurity, 5G and further moves into the cloud.\nHe estimated that this \"digital transformation\" would fuel another $2T in spending over the next six to seven years.\nThat said, Ives warned investors that they had to be selective with their portfolios, as some stocks will lose momentum once the massive pandemic-related stimulus comes to an end.\n\"You have to separate the winners from the losers and the long-term winners versus the ones that benefited from the pandemic,\" he said.\nRather, Ives suggested investors \"double down on their winners.\"\nLooking at some of the stocks mentioned by Ives, NVDA has done by far the best in 2021, more than doubling over the course of the year. ZS and PANW have both risen nearly 50%. AAPL lags behind its smaller rivals, although it has rallied about 30% for 2021.\nThe main laggard in the group is CYBR, which is basically flat on the year:","news_type":1},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608878860,"gmtCreate":1638694847358,"gmtModify":1638695079789,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","listText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","text":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608878860","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872784369,"gmtCreate":1637575437958,"gmtModify":1637575438089,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","listText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","text":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872784369","repostId":"1192020197","repostType":2,"repost":{"id":"1192020197","pubTimestamp":1637559822,"share":"https://www.laohu8.com/m/news/1192020197?lang=&edition=full","pubTime":"2021-11-22 13:43","market":"us","language":"en","title":"BABA Stock: Despite Earnings Miss, Experts See 54% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1192020197","media":"TheStreet","summary":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p","content":"<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p>\n<p>Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p>\n<p>However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p>\n<p><b>September quarter’s big miss</b></p>\n<p>Alibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise & estimates by quarter.</span></p>\n<p>Weaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:</p>\n<blockquote>\n “\n <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i>\n</blockquote>\n<p>Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p>\n<p><b>Experts are still bullish</b></p>\n<p>Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p>\n<p>After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p>\n<p>CLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p>\n<p>Citigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p>\n<p>Lastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p>\n<blockquote>\n <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i>\n</blockquote>","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>BABA Stock: Despite Earnings Miss, Experts See 54% Upside</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\">\nBABA Stock: Despite Earnings Miss, Experts See 54% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:43 GMT+8 <a href=https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\n...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192020197","content_text":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\nAlibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.\nFigure 1: Alibaba stock chart price year-to-date.\nHowever, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.\nSeptember quarter’s big miss\nAlibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.\nFigure 2: BABA EPS surprise & estimates by quarter.\nWeaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:\n\n “\n This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”\n\nAlibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.\nExperts are still bullish\nBefore the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.\nAfter the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.\nCLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.\nCitigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.\nLastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:\n\n\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692171567,"gmtCreate":1640891983157,"gmtModify":1640891983333,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interested but will wait for it to be listed in HKEX ","listText":"Interested but will wait for it to be listed in HKEX ","text":"Interested but will wait for it to be listed in HKEX","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692171567","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p></body></html>","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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8 <a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698831239,"gmtCreate":1640333835478,"gmtModify":1640335372898,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","listText":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","text":"Loss keeps getting wider, keeps diluting its shareholders and its free cash flow is small. I'm staying away for now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698831239","repostId":"1107827800","repostType":2,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601880308,"gmtCreate":1638507882298,"gmtModify":1638507882385,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More delisting to come? ","listText":"More delisting to come? ","text":"More delisting to come?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601880308","repostId":"1101828151","repostType":4,"repost":{"id":"1101828151","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":1638493297,"share":"https://www.laohu8.com/m/news/1101828151?lang=&edition=full","pubTime":"2021-12-03 09:01","market":"us","language":"en","title":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101828151","media":"Tiger Newspress","summary":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), th","content":"<p>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.</p>\n<p>DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p>\n<p>The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p>\n<p></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>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.</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\">\nDIDI prepares to delist from U.S. stocks and to list in Hong Kong.\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\">2021-12-03 09:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.</p>\n<p>DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p>\n<p>The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101828151","content_text":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.\nThe Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602222364,"gmtCreate":1639030425055,"gmtModify":1639030425206,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The number of gamblers are now so large that this has become a profitable move....","listText":"The number of gamblers are now so large that this has become a profitable move....","text":"The number of gamblers are now so large that this has become a profitable move....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602222364","repostId":"1109878657","repostType":4,"repost":{"id":"1109878657","pubTimestamp":1639017005,"share":"https://www.laohu8.com/m/news/1109878657?lang=&edition=full","pubTime":"2021-12-09 10:30","market":"us","language":"en","title":"MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1109878657","media":"InvestorPlace","summary":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in ","content":"<p>The new <b>Roundhill MEME ETF</b>(NYSEAMERICAN:<b><u>MEME</u></b>) is live and with it comes an opportunity to invest in a wide variety of meme stocks.</p>\n<p>According to the Roundhill MEME ETF website, it tracks the “25 equal-weighted U.S. listed equity securities that exhibit a combination of elevated social media activity and high short interest.” It’s also worth pointing out that many of the companies in this ETF are penny stocks. So handle with care.</p>\n<p>Let’s jump into that list below to see the top 10 holdings in the Roundhill MEME ETF.</p>\n<p>Roundhill MEME ETF Top 10 Holdings</p>\n<ol>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>) stock starts us off as the largest holding at 4.39%.</li>\n <li><b>Digital World Acquisition</b>(NASDAQ:<b><u>DWAC</u></b>) shares are up next with a 4.36% holding.</li>\n <li><b>Upstart Holdings</b>(NASDAQ:<b><u>UPST</u></b>) stock joins the list with a 4.34% weight.</li>\n <li><b>Draftkings</b>(NASDAQ:<b><u>DKNG</u></b>) shares make the list with a 4.24% holding.</li>\n <li><b>SoFi Technologies</b>(NASDAQ:<b><u>SOFI</u></b>) stock hits the halfway point with a 4.21% weight.</li>\n <li><b>Snap</b>(NYSE:<b><u>SNAP</u></b>) is another meme stock in the ETF with a 4.14% holding.</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) is a major meme stock and the ETF has a 4.11%% holding.</li>\n <li><b>Clover Health Investments</b>(NASDAQ:<b><u>CLOV</u></b>) stock secures its spot on the list with a 4.11% weight.</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>) shares are next to last with a 4.09% holding.</li>\n <li><b>Tilray</b>(NASDAQ:<b><u>TLRY</u></b>) stock finishes off the top 10 Roundhill MEME ETF holdings at 4.06%.</li>\n</ol>","source":"lsy1606302653667","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>MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors</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\">\nMEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 10:30 GMT+8 <a href=https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks.\nAccording to the Roundhill MEME ETF website, it tracks the “25 equal-...</p>\n\n<a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">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.","MEME":"ROUNDHILL MEME ETF","TLRY":"Tilray Inc.","TDOC":"Teladoc Health Inc.","CLOV":"Clover Health Corp","SOFI":"SoFi Technologies Inc.","DKNG":"DraftKings Inc.","SNAP":"Snap Inc"},"source_url":"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109878657","content_text":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks.\nAccording to the Roundhill MEME ETF website, it tracks the “25 equal-weighted U.S. listed equity securities that exhibit a combination of elevated social media activity and high short interest.” It’s also worth pointing out that many of the companies in this ETF are penny stocks. So handle with care.\nLet’s jump into that list below to see the top 10 holdings in the Roundhill MEME ETF.\nRoundhill MEME ETF Top 10 Holdings\n\nContextLogic(NASDAQ:WISH) stock starts us off as the largest holding at 4.39%.\nDigital World Acquisition(NASDAQ:DWAC) shares are up next with a 4.36% holding.\nUpstart Holdings(NASDAQ:UPST) stock joins the list with a 4.34% weight.\nDraftkings(NASDAQ:DKNG) shares make the list with a 4.24% holding.\nSoFi Technologies(NASDAQ:SOFI) stock hits the halfway point with a 4.21% weight.\nSnap(NYSE:SNAP) is another meme stock in the ETF with a 4.14% holding.\nAMC Entertainment(NYSE:AMC) is a major meme stock and the ETF has a 4.11%% holding.\nClover Health Investments(NASDAQ:CLOV) stock secures its spot on the list with a 4.11% weight.\nTeladoc Health(NYSE:TDOC) shares are next to last with a 4.09% holding.\nTilray(NASDAQ:TLRY) stock finishes off the top 10 Roundhill MEME ETF holdings at 4.06%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608940849,"gmtCreate":1638605171993,"gmtModify":1638606700493,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","listText":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","text":"Didn't I read somewhere that crypto is a good hedge when every other asset class is falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608940849","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698983247,"gmtCreate":1640275341809,"gmtModify":1640275637974,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Loss making for so many years, yet the CEO is paid top salary. ","listText":"Loss making for so many years, yet the CEO is paid top salary. ","text":"Loss making for so many years, yet the CEO is paid top salary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698983247","repostId":"2193146721","repostType":4,"repost":{"id":"2193146721","pubTimestamp":1640265900,"share":"https://www.laohu8.com/m/news/2193146721?lang=&edition=full","pubTime":"2021-12-23 21:25","market":"us","language":"en","title":"5 Red Flags for Palantir's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2193146721","media":"Motley Fool","summary":"The data mining firm's stock has dropped to a 52-week low for five reasons.","content":"<p>Last September, I bought a large position in <b>Palantir Technologies</b> (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.</p>\n<p>I sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.</p>\n<p>That being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.</p>\n<h2>1. All that red ink</h2>\n<p>Palantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.</p>\n<p>In the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.</p>\n<p>If we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.</p>\n<h2>2. The rise of RAVEn</h2>\n<p>Palantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"</p>\n<p>But earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.</p>\n<p>If other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.</p>\n<h2>3. Its ongoing stock dilution</h2>\n<p>Palantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p>\n<p>Palantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.</p>\n<h2>4. Its high valuation</h2>\n<p>That dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.</p>\n<p>For example, <b>C3.ai</b> (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.</p>\n<h2>5. Insiders are selling shares as its price declines</h2>\n<p>Over the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.</p>\n<p>If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.</p>\n<h2>Why I'm staying bullish on Palantir</h2>\n<p>Palantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.</p>\n<p>But over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.</p>\n<p>Therefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.</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>5 Red Flags for Palantir's Future</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\">\n5 Red Flags for Palantir's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 21:25 GMT+8 <a href=https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193146721","content_text":"Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.\nI sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.\nThat being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.\n1. All that red ink\nPalantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.\nIn the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.\nIf we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.\n2. The rise of RAVEn\nPalantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"\nBut earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.\nIf other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.\n3. Its ongoing stock dilution\nPalantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.\nPalantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.\n4. Its high valuation\nThat dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.\nFor example, C3.ai (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.\n5. Insiders are selling shares as its price declines\nOver the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.\nIf a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.\nWhy I'm staying bullish on Palantir\nPalantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.\nBut over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.\nTherefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693125320,"gmtCreate":1639989923756,"gmtModify":1639989923930,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first. ","listText":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first. ","text":"The bigger it grows, the more money it losses. Such companies will see further correction. So wait for it first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693125320","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>\n <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>\n <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p>\n<p>Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p>\n<p>Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p>\n<p>Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p>\n<p>We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p>\n<p><b>SE Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p>\n<p>As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p>\n<p><b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p>\n<p>Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p>\n<p>There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p>\n<p>Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p>\n<p>In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p>\n<p>But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p>\n<p>Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p>\n<p><b>So, is SE Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p>\n<p>SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p>\n<p>Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p>\n<p>Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p>\n<p>Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p>\n<p>Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p>\n<p>Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</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>Sea Stock: Down 43% From Its High, is a Buy 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\">\nSea Stock: Down 43% From Its High, is a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 11:55 GMT+8 <a href=https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699818760,"gmtCreate":1639777748653,"gmtModify":1639778726678,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Waiting for Nio to be listed on HKEX next year! ","listText":"Waiting for Nio to be listed on HKEX next year! ","text":"Waiting for Nio to be listed on HKEX next year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699818760","repostId":"2192462941","repostType":2,"repost":{"id":"2192462941","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1639724284,"share":"https://www.laohu8.com/m/news/2192462941?lang=&edition=full","pubTime":"2021-12-17 14:58","market":"us","language":"en","title":"Nio Day Could Jolt Nio Stock To Life While Threatening Tesla's Model 3 In China","url":"https://stock-news.laohu8.com/highlight/detail?id=2192462941","media":"Investors","summary":"A smaller electric sedan could be Tesla rival's most affordable and 'highest volume' electric vehicle yet.","content":"<p><b>Nio</b> is poised to unleash its newest electric vehicle — one that could threaten the <b>Tesla</b> Model 3 in China, while kick-starting Nio stock back to life.</p>\n<p>Ahead of the fifth annual Nio Day on Dec. 18, the Chinese EV startup teased a new model reveal at the event.</p>\n<p>Like many others, Deutsche Bank analyst Edison Yu expects that model to be the ET5, the rumored smaller version of Nio's flagship ET7 electric sedan, which was officially revealed in January.</p>\n<p>In a note Wednesday, Yu predicted that the ET5 will be Nio's most affordable and \"highest volume\" electric vehicle yet. By 2023, he expects the ET5 to outsell its larger counterpart, estimating 65,000 deliveries that year vs. 60,000 for the ET7.</p>\n<p>That's in part because Yu believes it will start in the low 300,000 RMB ($46,000) range. By comparison, Nio's existing lineup of three premium electric SUVs, as well as the upcoming ET7 sedan, are priced in the 350,000-500,000 RMB (about $55,000 to $78,500) range.</p>\n<p>In his note, Yu sees the ET5 taking on the Tesla Model 3 in China, as well as the BMW 3 series and Audi A4. The made-in-Shanghai Model 3 starts at $40,100, after discounts.</p>\n<p>Nio plans three new EVs in 2022, including the ET7 sedan. The company, which hasn't debuted a new product in well over a year, is in need of a product refresh, analysts say. Meanwhile, the ET7 is seen challenging Tesla's Model S in China.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 2.3% to 30.07 on the stock market Thursday, further undercutting May's lows. The relative strength line for once-red-hot Nio stock shows severe lag. Among other EV stocks, Tesla dropped 5%. Among startup peers, <b>Xpeng</b> fell 2.1% and <b>Li Auto</b> slumped 1.5%.</p>\n<p>For Nio, the ET5 could open up the low end of the premium Chinese car market. As for the flagship, highly autonomous ET7, Yu believes it's ready to launch after a well-received reveal in January, starting around 440,000 RMB.</p>\n<p>\"We expect further details on the ET7 ahead of Q1 2022 customer deliveries\" at Nio Day, Yu wrote in his Wednesday note.</p>\n<p>At Nio Day 2021, Yu also expects more details on hybrid solid-state batteries and next-gen autonomous driving systems. He's also looking for more color on the Chinese EV startup's expansion in Europe.</p>\n<p>In September, China's Nio entered the international market with the launch of its ES8 SUV in Norway. The ET7 sedan will follow in Germany in 2022. Tesla leads the European market for electric cars.</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>Nio Day Could Jolt Nio Stock To Life While Threatening Tesla's Model 3 In China</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\">\nNio Day Could Jolt Nio Stock To Life While Threatening Tesla's Model 3 In China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-12-17 14:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Nio</b> is poised to unleash its newest electric vehicle — one that could threaten the <b>Tesla</b> Model 3 in China, while kick-starting Nio stock back to life.</p>\n<p>Ahead of the fifth annual Nio Day on Dec. 18, the Chinese EV startup teased a new model reveal at the event.</p>\n<p>Like many others, Deutsche Bank analyst Edison Yu expects that model to be the ET5, the rumored smaller version of Nio's flagship ET7 electric sedan, which was officially revealed in January.</p>\n<p>In a note Wednesday, Yu predicted that the ET5 will be Nio's most affordable and \"highest volume\" electric vehicle yet. By 2023, he expects the ET5 to outsell its larger counterpart, estimating 65,000 deliveries that year vs. 60,000 for the ET7.</p>\n<p>That's in part because Yu believes it will start in the low 300,000 RMB ($46,000) range. By comparison, Nio's existing lineup of three premium electric SUVs, as well as the upcoming ET7 sedan, are priced in the 350,000-500,000 RMB (about $55,000 to $78,500) range.</p>\n<p>In his note, Yu sees the ET5 taking on the Tesla Model 3 in China, as well as the BMW 3 series and Audi A4. The made-in-Shanghai Model 3 starts at $40,100, after discounts.</p>\n<p>Nio plans three new EVs in 2022, including the ET7 sedan. The company, which hasn't debuted a new product in well over a year, is in need of a product refresh, analysts say. Meanwhile, the ET7 is seen challenging Tesla's Model S in China.</p>\n<h2>Nio Stock, EV Stocks</h2>\n<p>Shares of Nio fell 2.3% to 30.07 on the stock market Thursday, further undercutting May's lows. The relative strength line for once-red-hot Nio stock shows severe lag. Among other EV stocks, Tesla dropped 5%. Among startup peers, <b>Xpeng</b> fell 2.1% and <b>Li Auto</b> slumped 1.5%.</p>\n<p>For Nio, the ET5 could open up the low end of the premium Chinese car market. As for the flagship, highly autonomous ET7, Yu believes it's ready to launch after a well-received reveal in January, starting around 440,000 RMB.</p>\n<p>\"We expect further details on the ET7 ahead of Q1 2022 customer deliveries\" at Nio Day, Yu wrote in his Wednesday note.</p>\n<p>At Nio Day 2021, Yu also expects more details on hybrid solid-state batteries and next-gen autonomous driving systems. He's also looking for more color on the Chinese EV startup's expansion in Europe.</p>\n<p>In September, China's Nio entered the international market with the launch of its ES8 SUV in Norway. The ET7 sedan will follow in Germany in 2022. Tesla leads the European market for electric cars.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4124":"机动车零配件与设备","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192462941","content_text":"Nio is poised to unleash its newest electric vehicle — one that could threaten the Tesla Model 3 in China, while kick-starting Nio stock back to life.\nAhead of the fifth annual Nio Day on Dec. 18, the Chinese EV startup teased a new model reveal at the event.\nLike many others, Deutsche Bank analyst Edison Yu expects that model to be the ET5, the rumored smaller version of Nio's flagship ET7 electric sedan, which was officially revealed in January.\nIn a note Wednesday, Yu predicted that the ET5 will be Nio's most affordable and \"highest volume\" electric vehicle yet. By 2023, he expects the ET5 to outsell its larger counterpart, estimating 65,000 deliveries that year vs. 60,000 for the ET7.\nThat's in part because Yu believes it will start in the low 300,000 RMB ($46,000) range. By comparison, Nio's existing lineup of three premium electric SUVs, as well as the upcoming ET7 sedan, are priced in the 350,000-500,000 RMB (about $55,000 to $78,500) range.\nIn his note, Yu sees the ET5 taking on the Tesla Model 3 in China, as well as the BMW 3 series and Audi A4. The made-in-Shanghai Model 3 starts at $40,100, after discounts.\nNio plans three new EVs in 2022, including the ET7 sedan. The company, which hasn't debuted a new product in well over a year, is in need of a product refresh, analysts say. Meanwhile, the ET7 is seen challenging Tesla's Model S in China.\nNio Stock, EV Stocks\nShares of Nio fell 2.3% to 30.07 on the stock market Thursday, further undercutting May's lows. The relative strength line for once-red-hot Nio stock shows severe lag. Among other EV stocks, Tesla dropped 5%. Among startup peers, Xpeng fell 2.1% and Li Auto slumped 1.5%.\nFor Nio, the ET5 could open up the low end of the premium Chinese car market. As for the flagship, highly autonomous ET7, Yu believes it's ready to launch after a well-received reveal in January, starting around 440,000 RMB.\n\"We expect further details on the ET7 ahead of Q1 2022 customer deliveries\" at Nio Day, Yu wrote in his Wednesday note.\nAt Nio Day 2021, Yu also expects more details on hybrid solid-state batteries and next-gen autonomous driving systems. He's also looking for more color on the Chinese EV startup's expansion in Europe.\nIn September, China's Nio entered the international market with the launch of its ES8 SUV in Norway. The ET7 sedan will follow in Germany in 2022. Tesla leads the European market for electric cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878815041,"gmtCreate":1637165101191,"gmtModify":1637165101332,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Poor thing. Gonna observe a little more before putting in a trade. ","listText":"Poor thing. Gonna observe a little more before putting in a trade. ","text":"Poor thing. Gonna observe a little more before putting in a trade.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878815041","repostId":"1110929194","repostType":4,"repost":{"id":"1110929194","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":1637161269,"share":"https://www.laohu8.com/m/news/1110929194?lang=&edition=full","pubTime":"2021-11-17 23:01","market":"us","language":"en","title":"Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1110929194","media":"Tiger Newspress","summary":"Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\".MoffettNathanson low","content":"<p>Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\".<img src=\"https://static.tigerbbs.com/7c53cf264c650f0a708ee58657ea62f2\" tg-width=\"777\" tg-height=\"562\" width=\"100%\" height=\"auto\">MoffettNathanson lowered its forecast for Roku (ROKU.US) video advertising revenue, and lowered its rating from \"neutral\" to \"sell\" and its target price from $330 to $220.</p>\n<p>It said that in order to better evaluate the estimation of video advertising, the agency tried to separate Roku channel from the third-party advertising revenue of the platform, with competitors Pluto andTubiCompare and estimate Roku's advertising revenue from its mainly ad-based video-on-demand (AVOD) service on its platform.</p>\n<p>Nathanson said: \"However, we found that some of the unidentifiable advertising revenue came from the long tail video content of the third-party service on Roku, and the advertising revenue was huge and growing rapidly. Because we believe that ratings and advertising spending will consolidate leading streaming services. Therefore, we reduced the company's total video advertising revenue forecast for 2025 by 24% to reflect the expected slowdown in advertising growth caused by the third-party service Long Tail Content on Roku. \"</p>\n<p>In addition, the analyst also cut Roku's total revenue by 17% in 2025.</p>\n<p>Nathanson added that Roku still needs to continue to invest in content to remain competitive, and does not expect the company to have meaningful profit margin leverage in the next few years</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>Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\"</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\">\nRoku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\"\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\">2021-11-17 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\".<img src=\"https://static.tigerbbs.com/7c53cf264c650f0a708ee58657ea62f2\" tg-width=\"777\" tg-height=\"562\" width=\"100%\" height=\"auto\">MoffettNathanson lowered its forecast for Roku (ROKU.US) video advertising revenue, and lowered its rating from \"neutral\" to \"sell\" and its target price from $330 to $220.</p>\n<p>It said that in order to better evaluate the estimation of video advertising, the agency tried to separate Roku channel from the third-party advertising revenue of the platform, with competitors Pluto andTubiCompare and estimate Roku's advertising revenue from its mainly ad-based video-on-demand (AVOD) service on its platform.</p>\n<p>Nathanson said: \"However, we found that some of the unidentifiable advertising revenue came from the long tail video content of the third-party service on Roku, and the advertising revenue was huge and growing rapidly. Because we believe that ratings and advertising spending will consolidate leading streaming services. Therefore, we reduced the company's total video advertising revenue forecast for 2025 by 24% to reflect the expected slowdown in advertising growth caused by the third-party service Long Tail Content on Roku. \"</p>\n<p>In addition, the analyst also cut Roku's total revenue by 17% in 2025.</p>\n<p>Nathanson added that Roku still needs to continue to invest in content to remain competitive, and does not expect the company to have meaningful profit margin leverage in the next few years</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110929194","content_text":"Roku fell over 9% in morning trading as MoffettNathanso downgraded it to \"sell\".MoffettNathanson lowered its forecast for Roku (ROKU.US) video advertising revenue, and lowered its rating from \"neutral\" to \"sell\" and its target price from $330 to $220.\nIt said that in order to better evaluate the estimation of video advertising, the agency tried to separate Roku channel from the third-party advertising revenue of the platform, with competitors Pluto andTubiCompare and estimate Roku's advertising revenue from its mainly ad-based video-on-demand (AVOD) service on its platform.\nNathanson said: \"However, we found that some of the unidentifiable advertising revenue came from the long tail video content of the third-party service on Roku, and the advertising revenue was huge and growing rapidly. Because we believe that ratings and advertising spending will consolidate leading streaming services. Therefore, we reduced the company's total video advertising revenue forecast for 2025 by 24% to reflect the expected slowdown in advertising growth caused by the third-party service Long Tail Content on Roku. \"\nIn addition, the analyst also cut Roku's total revenue by 17% in 2025.\nNathanson added that Roku still needs to continue to invest in content to remain competitive, and does not expect the company to have meaningful profit margin leverage in the next few years","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}