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lesliechua

lesliechua

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2021-09-13

I don't understand this article too.

抱歉，原内容已删除

2021-09-03

$Yamana(AUY)$ anyone knows what does 'D' tag represents here?

2021-09-03

Anyone knows what does the 'D' tag means?

2021-07-04

Good read

抱歉，原内容已删除

2021-07-03

GameSTOP

'I will never cover GameStop stock ever again': top analyst

2021-07-02

Like how different industries benefits each other

Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out

2021-06-29

Didi go!

US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week

2021-06-27

$Farmmi, Inc.(FAMI)$ waiting patiently, drop=buy, rise =earn

2021-06-24

Omg

Singapore's Keppel, Sembcorp Marine request trading halts

2021-06-15

Is it emotional judgement cos he is still holding on to btc at a loss now?

Billionaire Tim Draper is still bullish that bitcoin will reach $250,000 by the end of 2022

2021-06-15

Slowly but surely Singapore!

S'pore stocks start week in the red despite some Covid-19 rules easing

2021-06-14

$Palantir Technologies Inc.(PLTR)$ consider cheap still?

2021-06-14

Oil - The one u can always depend on.

抱歉，原内容已删除

2021-06-04

Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...

Where Will Apple Stock Be In 10 Years? What To Consider

2021-05-29

Great plans

Nissan to set up EV battery plants in Japan, Britain - Nikkei

2021-05-29

Churros here I come!

Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits

2021-05-29

It only has this single gov project?

How Much Is Palantir Worth?

2021-05-29

But it only has this one gov project?

How Much Is Palantir Worth?

2021-05-24

What's the chance cryptocurrency is gonna disappear?

The Cryptocurrency Plunge Continues, What's Ahead?

2021-05-21

Coin base rocks!

抱歉，原内容已删除

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don't understand this article too.&nbsp;","listText":"I don't understand this article too.&nbsp;","text":"I don't understand this article too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888543854","repostId":"2166491372","repostType":2,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815033286,"gmtCreate":1630628960645,"gmtModify":1631887968188,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AUY\">$Yamana(AUY)$</a>&nbsp;anyone knows what does 'D' tag represents here?&nbsp;","listText":"<a 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means?&nbsp;","listText":"Anyone knows what does the 'D' tag means?&nbsp;","text":"Anyone knows what does the 'D' tag means?","images":[{"img":"https://static.tigerbbs.com/a6506d540ce67237b652d22abead5259","width":"1080","height":"160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815093033","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155356289,"gmtCreate":1625379780341,"gmtModify":1631887968216,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155356289","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152248331,"gmtCreate":1625302237023,"gmtModify":1631887968227,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"GameSTOP","listText":"GameSTOP","text":"GameSTOP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152248331","repostId":"2148180627","repostType":4,"repost":{"id":"2148180627","pubTimestamp":1625272322,"share":"https://www.laohu8.com/m/news/2148180627?lang=&edition=full","pubTime":"2021-07-03 08:32","market":"us","language":"en","title":"'I will never cover GameStop stock ever again': top analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2148180627","media":"Yahoo Finance","summary":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop co","content":"<p><img src=\"https://static.tigerbbs.com/ae10ea5ae71fe03db5b7d401cbea508c\" tg-width=\"2926\" tg-height=\"1951\" referrerpolicy=\"no-referrer\"></p>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.</p>\n<p>But despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.</p>\n<p>\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"</p>\n<p>It will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.</p>\n<p>Matt Furlong officially took over as GameStop's CEO on June 21.</p>\n<p>According to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter &amp; Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.</p>\n<p>Some 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.</p>\n<p>Serving as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.</p>\n<p>Recupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.</p>\n<p>The latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).</p>\n<p>Oddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.</p>\n<p>Says Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"</p>\n<p>Chukumba's outlook on Amazon is <a href=\"https://laohu8.com/S/AONE\">one</a> thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.</p>","source":"yahoofinance","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>'I will never cover GameStop stock ever again': top analyst</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\">\n'I will never cover GameStop stock ever again': top analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 08:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying...</p>\n\n<a href=\"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148180627","content_text":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.\nBut despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.\n\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"\nIt will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.\nMatt Furlong officially took over as GameStop's CEO on June 21.\nAccording to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter & Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.\nSome 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.\nServing as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.\nRecupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.\nThe latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).\nOddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.\nSays Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"\nChukumba's outlook on Amazon is one thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156072868,"gmtCreate":1625188589354,"gmtModify":1631887968240,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Like how different industries benefits each other","listText":"Like how different industries benefits each other","text":"Like how different industries benefits each other","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156072868","repostId":"1161528901","repostType":4,"repost":{"id":"1161528901","pubTimestamp":1625187776,"share":"https://www.laohu8.com/m/news/1161528901?lang=&edition=full","pubTime":"2021-07-02 09:02","market":"us","language":"en","title":"Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out","url":"https://stock-news.laohu8.com/highlight/detail?id=1161528901","media":"CNBC","summary":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world econom","content":"<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out</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\">\nMicron CEO sees semiconductor growth as cars become ‘data centers on wheels’ and 5G rolls out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.cnbc.com/2021/07/01/micron-ceo-sanjay-mehrotra-sees-semiconductor-growth-in-autos-5g.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161528901","content_text":"Micron Technology sees immense growth for semiconductors in 5G and electric vehicles as world economies recover from the pandemic, CEO Sanjay Mehrotra told CNBC on Thursday.\n\"The markets today are more diversified than ever. Automotive, electric vehicles requiring more memory and storage — actually becoming data centers on wheels in the future — and certainly smartphones, data centers, gaming, industrial applications\" are all contributing to increased need for chips, Mehrotra said on \"TechCheck.\" \"We really see a healthier and more robust demand environment than ever.\"\nMicron — which makes memory chips used for data storage, smartphones and a range of other computing devices — reported better-than-expected quarterly sales and profit on Wednesday. Its fourth-quarter revenue guidance also topped analyst projections.\nThe chipmaker forecast fourth-quarter revenue of $8.2 billion, plus or minus $200 million, while analysts on average were expecting $7.87 billion, according to IBES data from Refinitiv.\nIn its fiscal third quarter, Micron's revenue jumped 36% to $7.42 billion, when Wall Street had been looking for $7.24 billion, according to Refinitiv. Per-share earnings of $1.88, excluding items, beat forecasts of $1.72.\nThe pandemic has resulted in a \"digital transformation acceleration,\" Mehrotra said, and a pronounced shortage of semiconductors that's rippled across the global economy. On Wednesday, for example,Ford Motorannounced another round of production delaysstemming from the chip crunch.\nHowever, higher prices due to the supply squeezes and the Covid-era shift to remote work have helped Micron.\nGoing forward, Mehrotra expects further tailwinds for the company sparked by technological shifts in areas such as wireless networks. He said 5G technology, particularly in smartphones, artificial intelligence, intelligent edge and smart user devices, have been key sources for demand growth since they all require more data memory and storage.\nDespite the optimistic outlook, Mehrotra said the company is being \"extremely prudent\" in its approach to fabrication plants and capacity. \"We want to grow our supply in line with the long-term demand trends,\" the CEO said.\nBut at the moment, he said, Micron inventories are \"running very lean,\" with the company expecting industry shortages lasting through the end of this year and into 2022. \"The shortages, as they get alleviated, will continue to open up pent-up demand, as well,\" he said.\nShares of Micron closed down 5.7% on Thursday to $80.11 apiece. The stock is up more than 6% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150623078,"gmtCreate":1624897174194,"gmtModify":1631887968254,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Didi go!&nbsp;","listText":"Didi go!&nbsp;","text":"Didi go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150623078","repostId":"1150095060","repostType":4,"repost":{"id":"1150095060","pubTimestamp":1624874134,"share":"https://www.laohu8.com/m/news/1150095060?lang=&edition=full","pubTime":"2021-06-28 17:55","market":"us","language":"en","title":"US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1150095060","media":"Renaissance Capital","summary":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant $DiDi Global Inc.$.DiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.Cybersecurity platform $SentinelOne, Inc$","content":"<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p>\n<p><b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p>\n<p>Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p>\n<p>Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p>\n<p>Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p>\n<p>Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p>\n<p>Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p>\n<p>Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p>\n<p>SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p>\n<p>Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p>\n<p>Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p>\n<p><b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p>\n<p>Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p>\n<p>Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p>\n<p>Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p>\n<p>Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p>\n<p><img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YOU":"Clear Secure, Inc.","CVRX":"CVRx, Inc.","INTA":"Intapp, Inc.","S":"SentinelOne, Inc","DNUT":"Krispy Kreme, Inc.","LZ":"LegalZoom.com, Inc","DIDI":"滴滴(已退市)","DDL":"叮咚买菜","XMTR":"Xometry, Inc.","ABOS":"Acumen Pharmaceuticals, Inc.","CURV":"Torrid Holdings","EVCM":"EverCommerce Inc.","HEPS":"D-MARKET Electronic Services & Trading","IAS":"Integral Ad Science Holding"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150095060","content_text":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.\nCybersecurity platform SentinelOne, Inc plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.\nTurkish e-commerce platform D-MARKET Electronic Services & Trading(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.\nDoughnut brand Krispy Kreme, Inc. plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.\nLegal solutions provider LegalZoom.com, Inc plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.\nIdentity verification platform Clear Secure, Inc. plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.\nChinese grocery delivery platform Dingdong (Cayman) Limited plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.\nSaaS solutions provider EverCommerce Inc. plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness & Wellness Services.\nSoftware provider Intapp, Inc. plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.\nOnline manufacturing marketplace Xometry, Inc. plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.\nIntegral Ad Science Holding LLC plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.\nPlus-sized women’s apparel brand Torrid Holdings plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.\nAlzheimer’s biotech Acumen Pharmaceuticals, Inc. plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.\nDigital financial services provider AMTD Digital($(HKD)$) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nDrug formulation developer Aerovate Therapeutics($(AVTE)$) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.\nNeuromodulation device provider CVRx Inc plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.\nBelgium-listed Nyxoah($(NYXH)$) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124641767,"gmtCreate":1624764104559,"gmtModify":1631887413364,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>&nbsp;waiting&nbsp; patiently, drop=buy, rise =earn","listText":"<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>&nbsp;waiting&nbsp; patiently, drop=buy, rise =earn","text":"$Farmmi, Inc.(FAMI)$ waiting patiently, drop=buy, rise =earn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124641767","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128909880,"gmtCreate":1624496946740,"gmtModify":1631887968266,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128909880","repostId":"1129538803","repostType":4,"repost":{"id":"1129538803","pubTimestamp":1624494525,"share":"https://www.laohu8.com/m/news/1129538803?lang=&edition=full","pubTime":"2021-06-24 08:28","market":"sg","language":"en","title":"Singapore's Keppel, Sembcorp Marine request trading halts","url":"https://stock-news.laohu8.com/highlight/detail?id=1129538803","media":"Reuters","summary":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu","content":"<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.</p>\n<p>Keppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.</p>\n<p>Singapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.</p>\n<p>Markets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.</p>\n<p>Earlier this year, Keppel said its struggling offshore and marine (O&amp;M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&amp;M business.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Keppel, Sembcorp Marine request trading halts</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Keppel, Sembcorp Marine request trading halts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts ...</p>\n\n<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129538803","content_text":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.\nKeppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.\nSingapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.\nMarkets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.\nEarlier this year, Keppel said its struggling offshore and marine (O&M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&M business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184524953,"gmtCreate":1623719418672,"gmtModify":1631887968277,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Is it emotional judgement cos he is still holding on to btc at a loss now?&nbsp;","listText":"Is it emotional judgement cos he is still holding on to btc at a loss now?&nbsp;","text":"Is it emotional judgement cos he is still holding on to btc at a loss now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184524953","repostId":"1197453683","repostType":4,"repost":{"id":"1197453683","pubTimestamp":1623712965,"share":"https://www.laohu8.com/m/news/1197453683?lang=&edition=full","pubTime":"2021-06-15 07:22","market":"fut","language":"en","title":"Billionaire Tim Draper is still bullish that bitcoin will reach $250,000 by the end of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197453683","media":"CNBC","summary":"Billionaire venture capitalist and bitcoin investor Tim Draper is sticking by his prediction that bi","content":"<div>\n<p>Billionaire venture capitalist and bitcoin investor Tim Draper is sticking by his prediction that bitcoin will reach $250,000 by the end of 2022 or early 2023 despite the cryptocurrency’s wild swings ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/billionaire-tim-draper-still-predicts-bitcoin-will-reach-250000-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Billionaire Tim Draper is still bullish that bitcoin will reach $250,000 by the end of 2022</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\">\nBillionaire Tim Draper is still bullish that bitcoin will reach $250,000 by the end of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/14/billionaire-tim-draper-still-predicts-bitcoin-will-reach-250000-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire venture capitalist and bitcoin investor Tim Draper is sticking by his prediction that bitcoin will reach $250,000 by the end of 2022 or early 2023 despite the cryptocurrency’s wild swings ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/billionaire-tim-draper-still-predicts-bitcoin-will-reach-250000-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.cnbc.com/2021/06/14/billionaire-tim-draper-still-predicts-bitcoin-will-reach-250000-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1197453683","content_text":"Billionaire venture capitalist and bitcoin investor Tim Draper is sticking by his prediction that bitcoin will reach $250,000 by the end of 2022 or early 2023 despite the cryptocurrency’s wild swings in value and the turmoil around its environmentally unfriendly energy usage.\n“I think I’m going to be right on this one,” Draper tells CNBC Make It.\nDraper first made the bold price prediction back in 2018, at which time bitcoin was trading around $8,000, according to Coinbase.\n“I’m either going to be really right or really wrong [but] I’m pretty sure that it’s going in that direction,” Draper says.\nThat’s because Draper believes the currency is going to be “much more in use by then.”\n“Give it about a year and a half and retailers will all be on Opennode [a bitcoin payment processor], so everybody will accept bitcoin,” Draper predicts.\nCurrently only a few major companies accept bitcoin directly or indirectly through a third-party digital wallet app, including Microsoft, PayPal, Overstock,Whole Foods,Starbucks and Home Depot. And many experts see bitcoin as a store of value, like gold, rather than a currency.\n“Then beyond that, I think [bitcoin] continues up because there are only 21 million of them,” says Draper. By virtue of its code, only 21 million bitcoin can be “mined.” So far, more than 18 million bitcoin are already in circulation.\nDraper, 63, who built his fortune by making early investments in Twitter, Skype,Tesla and SpaceX (to name a few), wouldn’t share how much bitcoin he holds or whether he has invested in other cryptocurrencies.\n“There must be something to dogecoin because it makes us all smile but no engineers are working on it,” Drapers says. (Though, Elon Musk tweeted in May he was working with “Doge devs to improve system transaction efficiency. Potentially promising.”)\n“I tend to focus on the ones where people are dedicating their lives to improving the currency.”\nDraper says most engineers are working on improving bitcoin right now.Last week,bitcoin got its first upgrade in four years, called Taproot. Due to take effect in November, the change will reportedly mean greater transaction privacy and efficiency. It is also meant to unlock the potential for smart contracts on the bitcoin blockchain,CNBC reported.\nBitcoin “is sort of like Microsoft [in] the software world or Amazon [in] the e-commerce world,” Draper says. He believes bitcoin will be the center of all financial activity for the next two to three decades.\nHowever, bitcoin’s value is volatile, and there are concerns over its enormous energy usage. For this and other reasons, experts recommend only investing as much money in bitcoin as you can afford to lose.\nHundreds of billions of dollars were wiped off of the cryptocurrency after Elon Musk tweeted in May that he was suspending bitcoin purchases at Tesla over environmental concerns.\n\n“Elon, first of all, is one of the most brilliant men in the world...maybe the most brilliant, [but] he got this one wrong,” Draper said last week. (A Tesla spokesperson did not immediately respond to CNBC Make It’s request for comment.)\nDraper points out that big banks have their own environmental issues.\nOn Sunday, Musk tweeted that Tesla would accept bitcoin again when at least half of it can be mined using clean energy.\nBitcoin rose more than 7%, nearing $40,000 on Monday, according to Coinbase. In April, it hit an all-time high of $64,829 before hitting a low of $30,000 in May following a 30% intraday crash,according to CNBC.\nIt’s not the first time,Draper has predicted the rise of the price of bitcoin. In 2014, when bitcoin was trading at around $500, he said bitcoin would top $10,000 within three years. In December 2017, bitcoin reached over $10,000, ballooning to a high of more than $18,900 that Dec. 19 before sliding back down to a low of $7,270 in early 2018, according to Coindesk.\nIn 2014, Draper purchased nearly 30,000 bitcoins seized by the U.S. Marshals Services from the now-defunct online black market Silk Road.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184186669,"gmtCreate":1623688831851,"gmtModify":1631887968290,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Slowly but surely Singapore!&nbsp;","listText":"Slowly but surely Singapore!&nbsp;","text":"Slowly but surely Singapore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184186669","repostId":"2143782115","repostType":4,"repost":{"id":"2143782115","pubTimestamp":1623671703,"share":"https://www.laohu8.com/m/news/2143782115?lang=&edition=full","pubTime":"2021-06-14 19:55","market":"sg","language":"en","title":"S'pore stocks start week in the red despite some Covid-19 rules easing","url":"https://stock-news.laohu8.com/highlight/detail?id=2143782115","media":"The Straits Times","summary":"SINGAPORE (THE BUSINESS TIMES) - Local shares started the week on a slightly dour note despite the e","content":"<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Local shares started the week on a slightly dour note despite the easing of some Covid-19 restrictions as part of Singapore's reopening.\nThe benchmark Straits Times ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/spore-stocks-start-week-in-the-red-despite-some-covid-19-rules-easing\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S'pore stocks start week in the red despite some Covid-19 rules easing</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\">\nS'pore stocks start week in the red despite some Covid-19 rules easing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 19:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/spore-stocks-start-week-in-the-red-despite-some-covid-19-rules-easing><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Local shares started the week on a slightly dour note despite the easing of some Covid-19 restrictions as part of Singapore's reopening.\nThe benchmark Straits Times ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/spore-stocks-start-week-in-the-red-despite-some-covid-19-rules-easing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"http://www.straitstimes.com/business/companies-markets/spore-stocks-start-week-in-the-red-despite-some-covid-19-rules-easing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143782115","content_text":"SINGAPORE (THE BUSINESS TIMES) - Local shares started the week on a slightly dour note despite the easing of some Covid-19 restrictions as part of Singapore's reopening.\nThe benchmark Straits Times Index fell 0.2 per cent or 4.83 points to end Monday at 3,153.14. Across the broader market, advancers outpaced decliners 212 to 182, after some 2.14 billion securities worth $941.5 million changed hands.\nAcross the region, markets generally ended the day in the black. The Nikkei added 0.7 per cent, the KLCI gained 0.5 per cent, while the Kospi rose 0.1 per cent. Hong Kong and Taipei were closed.\nIG senior market strategist Pan Jingyi said some cautious sentiments may linger globally ahead of the US Federal Reserve's Federal Open Market Committee meeting on June 16 as investors weigh the prospects on when it may begin \"tapering discussions\".\nOn the local bourse, Prudential was the top advancer of the day, gaining 11.2 per cent or US$1.71 to finish the day at US$17.02.\nPowermatic Data Systems was another top advancer, rising 26.5 per cent or $0.71 to $3.39.\nMost of the locally listed glove makers were also among the gainers. Top Glove added 1.3 per cent or $0.02 to $1.58; Riverstone Holdings gained 2.3 per cent or $0.03 to $1.35; and UG Healthcare rose 1.6 per cent or $0.01 to $0.62. Newly listed Sri Trang Gloves was among the biggest decliners, losing 5.1 per cent or $0.10 to close at $1.85.\nThe three banks were also among the top losers. UOB lost 0.6 per cent or $0.16 to $25.98; OCBC fell 0.8 per cent or $0.10 to $12.23, and DBS shed 0.2 per cent or $0.07 to $29.66.\nAmos Group was the most actively traded counter for the day. The counter ended Monday up 9.1 per cent or 0.2 Singapore cent at 2.4 cents after some 144.9 million shares changed hands.\nOther heavily traded counters were RH Petrogas, Marco Polo Marine and GSS Energy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185122720,"gmtCreate":1623637674660,"gmtModify":1631891966662,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;consider cheap still?&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;consider cheap still?&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ consider cheap still?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185122720","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185123442,"gmtCreate":1623637483886,"gmtModify":1631883987375,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Oil -&nbsp;The one u can always depend on.&nbsp;","listText":"Oil -&nbsp;The one u can always depend on.&nbsp;","text":"Oil - The one u can always depend on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185123442","repostId":"1157408170","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116273765,"gmtCreate":1622808025557,"gmtModify":1631891966664,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...&nbsp;","listText":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...&nbsp;","text":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116273765","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in&nbsp;high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134430453,"gmtCreate":1622252538672,"gmtModify":1631891966668,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Great plans&nbsp;","listText":"Great plans&nbsp;","text":"Great plans","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134430453","repostId":"2138029491","repostType":4,"repost":{"id":"2138029491","pubTimestamp":1622212520,"share":"https://www.laohu8.com/m/news/2138029491?lang=&edition=full","pubTime":"2021-05-28 22:35","market":"us","language":"en","title":"Nissan to set up EV battery plants in Japan, Britain - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2138029491","media":"CNA","summary":"Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.","content":"<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.</p><p>The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.</p><p>\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.</p><p>Batteries are <a href=\"https://laohu8.com/S/AONE\">one</a> of the costliest components of EVs as raw materials account for the largest part of the cost.</p><p>To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.</p>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nissan to set up EV battery plants in Japan, Britain - Nikkei</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\">\nNissan to set up EV battery plants in Japan, Britain - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion ...</p>\n\n<a href=\"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138029491","content_text":"REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.Batteries are one of the costliest components of EVs as raw materials account for the largest part of the cost.To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134494994,"gmtCreate":1622252404618,"gmtModify":1631891966670,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Churros here I come!&nbsp;","listText":"Churros here I come!&nbsp;","text":"Churros here I come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134494994","repostId":"2138488761","repostType":4,"repost":{"id":"2138488761","pubTimestamp":1622214949,"share":"https://www.laohu8.com/m/news/2138488761?lang=&edition=full","pubTime":"2021-05-28 23:15","market":"us","language":"en","title":"Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2138488761","media":"Yahoo Finance","summary":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehous","content":"<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.</p><p>\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.</p><p>Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.</p><p>\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.</p><p>Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.</p><p>Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.</p><p>Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:</p><ul><li><p><b>Net Sales: </b>$45.3 billion vs. $43.5 billion</p></li><li><p><b>Same-Store Sales: </b>+20.6% vs. +16%</p></li><li><p><b>Operating Profits:</b> $1.66 billion vs. $1.41 billion</p></li><li><p><b>Diluted EPS:</b> $2.75 vs. $2.33</p></li></ul><p>Analysts stayed upbeat.</p><p>\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.</p><p>Wissink reiterated a Buy rating on Costco with a $445 price target.</p>","source":"yahoofinance","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>Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits</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\">\nCostco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts...</p>\n\n<a href=\"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","COST":"好市多","WMT":"沃尔玛","BJ":"BJ批发俱乐部"},"source_url":"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138488761","content_text":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:Net Sales: $45.3 billion vs. $43.5 billionSame-Store Sales: +20.6% vs. +16%Operating Profits: $1.66 billion vs. $1.41 billionDiluted EPS: $2.75 vs. $2.33Analysts stayed upbeat.\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.Wissink reiterated a Buy rating on Costco with a $445 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134495084,"gmtCreate":1622252348948,"gmtModify":1631891966675,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"It only has this single gov project?&nbsp;","listText":"It only has this single gov project?&nbsp;","text":"It only has this single gov project?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134495084","repostId":"1157072297","repostType":2,"repost":{"id":"1157072297","pubTimestamp":1622179098,"share":"https://www.laohu8.com/m/news/1157072297?lang=&edition=full","pubTime":"2021-05-28 13:18","market":"us","language":"en","title":"How Much Is Palantir Worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072297","media":"seekingalpha","summary":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.T","content":"<p><b>Summary</b></p><ul><li>PLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.</li><li>The company continues to forego GAAP profitability today in order to invest aggressively for the long term.</li><li>What are PLTR shares worth today? We detail our full valuation model.</li></ul><p>Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.</p><p>What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.</p><p><b>1. Qualitative Analysis</b></p><p>For a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:</p><ul><li><i>Strong Government-Backed Moat</i></li></ul><p>PLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.</p><p>In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.</p><p><img src=\"https://static.tigerbbs.com/76849a1437b60ad615d46d63da06e109\" tg-width=\"627\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>The contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.</p><p>This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:</p><blockquote><i>I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledge</i></blockquote><ul><li><i>Accelerating Foundry Growth</i></li></ul><p>PLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.</p><p>In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:</p><p>(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.</p><p>(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.</p><p>(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.</p><p>(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.</p><p>(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.</p><ul><li><i>Solid Balance Sheet</i></li></ul><p>With billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.</p><ul><li><i>Strong Brain Trust</i></li></ul><p>Operating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.</p><p><b>2. Quantitative Analysis</b></p><p>Now that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.</p><p>The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.</p><p><img src=\"https://static.tigerbbs.com/d5ac0eb66cdb91fcbb57a41107924119\" tg-width=\"448\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>They view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.</p><p>Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.</p><p>We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.</p><p>While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.</p><p>As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.</p><p>Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.</p><p>Now that we have arrived at a revenue number, let's look at the profitability potential.</p><p>PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.</p><p>As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.</p><p>While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.</p><p>However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.</p><p>In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.</p><p>Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).</p><p>As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:</p><p><i>(1) Operating Margin:</i>The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.</p><p><i>(2) Growth Rates:</i>We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.</p><p>That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.</p><p>While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.</p><p>While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.</p><p>Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.</p><p><b>Investor Takeaway</b></p><p>PLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.</p><p>However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.</p><p>Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.</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>How Much Is Palantir Worth?</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\">\nHow Much Is Palantir Worth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431750-how-much-is-palantir-worth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long...</p>\n\n<a href=\"https://seekingalpha.com/article/4431750-how-much-is-palantir-worth\">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://seekingalpha.com/article/4431750-how-much-is-palantir-worth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157072297","content_text":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? We detail our full valuation model.Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.1. Qualitative AnalysisFor a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:Strong Government-Backed MoatPLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.sourceThe contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledgeAccelerating Foundry GrowthPLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.Solid Balance SheetWith billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.Strong Brain TrustOperating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.2. Quantitative AnalysisNow that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.sourceThey view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.Now that we have arrived at a revenue number, let's look at the profitability potential.PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:(1) Operating Margin:The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.(2) Growth Rates:We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.Investor TakeawayPLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134496305,"gmtCreate":1622252267707,"gmtModify":1631883988952,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"But it only has this one gov project?&nbsp;","listText":"But it only has this one gov project?&nbsp;","text":"But it only has this one gov project?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134496305","repostId":"1157072297","repostType":2,"repost":{"id":"1157072297","pubTimestamp":1622179098,"share":"https://www.laohu8.com/m/news/1157072297?lang=&edition=full","pubTime":"2021-05-28 13:18","market":"us","language":"en","title":"How Much Is Palantir Worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072297","media":"seekingalpha","summary":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.T","content":"<p><b>Summary</b></p><ul><li>PLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.</li><li>The company continues to forego GAAP profitability today in order to invest aggressively for the long term.</li><li>What are PLTR shares worth today? We detail our full valuation model.</li></ul><p>Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.</p><p>What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.</p><p><b>1. Qualitative Analysis</b></p><p>For a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:</p><ul><li><i>Strong Government-Backed Moat</i></li></ul><p>PLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.</p><p>In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.</p><p><img src=\"https://static.tigerbbs.com/76849a1437b60ad615d46d63da06e109\" tg-width=\"627\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>The contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.</p><p>This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:</p><blockquote><i>I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledge</i></blockquote><ul><li><i>Accelerating Foundry Growth</i></li></ul><p>PLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.</p><p>In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:</p><p>(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.</p><p>(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.</p><p>(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.</p><p>(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.</p><p>(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.</p><ul><li><i>Solid Balance Sheet</i></li></ul><p>With billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.</p><ul><li><i>Strong Brain Trust</i></li></ul><p>Operating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.</p><p><b>2. Quantitative Analysis</b></p><p>Now that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.</p><p>The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.</p><p><img src=\"https://static.tigerbbs.com/d5ac0eb66cdb91fcbb57a41107924119\" tg-width=\"448\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>They view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.</p><p>Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.</p><p>We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.</p><p>While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.</p><p>As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.</p><p>Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.</p><p>Now that we have arrived at a revenue number, let's look at the profitability potential.</p><p>PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.</p><p>As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.</p><p>While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.</p><p>However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.</p><p>In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.</p><p>Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).</p><p>As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:</p><p><i>(1) Operating Margin:</i>The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.</p><p><i>(2) Growth Rates:</i>We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.</p><p>That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.</p><p>While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.</p><p>While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.</p><p>Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.</p><p><b>Investor Takeaway</b></p><p>PLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.</p><p>However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.</p><p>Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.</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>How Much Is Palantir Worth?</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\">\nHow Much Is Palantir Worth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431750-how-much-is-palantir-worth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long...</p>\n\n<a href=\"https://seekingalpha.com/article/4431750-how-much-is-palantir-worth\">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://seekingalpha.com/article/4431750-how-much-is-palantir-worth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157072297","content_text":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? We detail our full valuation model.Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.1. Qualitative AnalysisFor a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:Strong Government-Backed MoatPLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.sourceThe contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledgeAccelerating Foundry GrowthPLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.Solid Balance SheetWith billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.Strong Brain TrustOperating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.2. Quantitative AnalysisNow that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.sourceThey view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.Now that we have arrived at a revenue number, let's look at the profitability potential.PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:(1) Operating Margin:The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.(2) Growth Rates:We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.Investor TakeawayPLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131381716,"gmtCreate":1621828068535,"gmtModify":1631891966677,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"What's the chance cryptocurrency is gonna disappear?&nbsp;","listText":"What's the chance cryptocurrency is gonna disappear?&nbsp;","text":"What's the chance cryptocurrency is gonna disappear?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/131381716","repostId":"1122516428","repostType":4,"repost":{"id":"1122516428","pubTimestamp":1621823919,"share":"https://www.laohu8.com/m/news/1122516428?lang=&edition=full","pubTime":"2021-05-24 10:38","market":"us","language":"en","title":"The Cryptocurrency Plunge Continues, What's Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122516428","media":"Mish Talk","summary":"In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogeco","content":"<p>In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.</p><p><img src=\"https://static.tigerbbs.com/cf39af67e14c8370a1a9b4f817f1c554\" tg-width=\"700\" tg-height=\"489\" referrerpolicy=\"no-referrer\"><b>For Entertainment Only</b></p><p>In the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%, Ethereum 42%, Dogecoin 39%.</p><p>I confess, I never heard of Polkadot or Internet Computer.</p><p>It is only the spectacular action in Dogecoin that got me looking. I watch for entertainment only.</p><p><b>Bitcoin Price Support Levels</b></p><p><img src=\"https://static.tigerbbs.com/722f53db18e8a9b8e3321209c643f5f8\" tg-width=\"700\" tg-height=\"448\" referrerpolicy=\"no-referrer\">For those inclined to buy for technical reasons, Bitcoin has support at the $30,000 level. There is also support at the $17,000 level and very strong support at the $11,000 level.</p><p>In addition, Bitcoin has minor support levels between $17,000 and $30,000.</p><p><b>Dogecoin Price Support Levels</b></p><p><img src=\"https://static.tigerbbs.com/261ee8728e852797f6a52c4fa79b35f0\" tg-width=\"700\" tg-height=\"440\" referrerpolicy=\"no-referrer\">Dogecoin has tiny technical support at $0.30 and more support at $0.24. Strong support for Dogecoin is down at a nickel.</p><p><b>What's Ahead?</b></p><p>I don't know and no one else does either.</p><p>One could have made more in Dogecoin or Polkadot this year than Bitcoin.</p><p>Whether that remains true in another month for those HODLing all year is another matter.</p><p><b>Fundamentally Speaking</b></p><p>Bitcoin was the first mover and has institutional support.</p><p>Dogecoin has Elon's mouth.</p><p>Regarding institutional support, Enron, JDSU, and Worldcom had that at one time too.</p><p>Will any of them survive? I don't know, but Bitcoin is far more likely to survive than any of the rest of them.</p><p>I have my doubts Dodgecoin will be worth more than a nickel by the end of the year. A nickel by next week would not surprise me in the least.</p><p>Thus, I would far rather bet on Bitcoin than Dogecoin.</p><p>Take all of that for what it's worth: Perhaps Nothing.</p><p>I am watching in amusement from the sidelines, but I can read a chart. Dogecoin looks ominous.</p>","source":"lsy1620736834627","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Cryptocurrency Plunge Continues, What's Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Cryptocurrency Plunge Continues, What's Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 10:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead><strong>Mish Talk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.For Entertainment OnlyIn the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%,...</p>\n\n<a href=\"https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122516428","content_text":"In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.For Entertainment OnlyIn the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%, Ethereum 42%, Dogecoin 39%.I confess, I never heard of Polkadot or Internet Computer.It is only the spectacular action in Dogecoin that got me looking. I watch for entertainment only.Bitcoin Price Support LevelsFor those inclined to buy for technical reasons, Bitcoin has support at the $30,000 level. There is also support at the $17,000 level and very strong support at the $11,000 level.In addition, Bitcoin has minor support levels between $17,000 and $30,000.Dogecoin Price Support LevelsDogecoin has tiny technical support at $0.30 and more support at $0.24. Strong support for Dogecoin is down at a nickel.What's Ahead?I don't know and no one else does either.One could have made more in Dogecoin or Polkadot this year than Bitcoin.Whether that remains true in another month for those HODLing all year is another matter.Fundamentally SpeakingBitcoin was the first mover and has institutional support.Dogecoin has Elon's mouth.Regarding institutional support, Enron, JDSU, and Worldcom had that at one time too.Will any of them survive? I don't know, but Bitcoin is far more likely to survive than any of the rest of them.I have my doubts Dodgecoin will be worth more than a nickel by the end of the year. A nickel by next week would not surprise me in the least.Thus, I would far rather bet on Bitcoin than Dogecoin.Take all of that for what it's worth: Perhaps Nothing.I am watching in amusement from the sidelines, but I can read a chart. Dogecoin looks ominous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139850920,"gmtCreate":1621607846060,"gmtModify":1631891966681,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Coin base rocks!&nbsp;","listText":"Coin base rocks!&nbsp;","text":"Coin base rocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139850920","repostId":"2137290909","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":134495084,"gmtCreate":1622252348948,"gmtModify":1631891966675,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"It only has this single gov project?&nbsp;","listText":"It only has this single gov project?&nbsp;","text":"It only has this single gov project?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134495084","repostId":"1157072297","repostType":2,"repost":{"id":"1157072297","pubTimestamp":1622179098,"share":"https://www.laohu8.com/m/news/1157072297?lang=&edition=full","pubTime":"2021-05-28 13:18","market":"us","language":"en","title":"How Much Is Palantir Worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072297","media":"seekingalpha","summary":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.T","content":"<p><b>Summary</b></p><ul><li>PLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.</li><li>The company continues to forego GAAP profitability today in order to invest aggressively for the long term.</li><li>What are PLTR shares worth today? We detail our full valuation model.</li></ul><p>Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.</p><p>What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.</p><p><b>1. Qualitative Analysis</b></p><p>For a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:</p><ul><li><i>Strong Government-Backed Moat</i></li></ul><p>PLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.</p><p>In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.</p><p><img src=\"https://static.tigerbbs.com/76849a1437b60ad615d46d63da06e109\" tg-width=\"627\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>The contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.</p><p>This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:</p><blockquote><i>I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledge</i></blockquote><ul><li><i>Accelerating Foundry Growth</i></li></ul><p>PLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.</p><p>In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:</p><p>(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.</p><p>(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.</p><p>(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.</p><p>(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.</p><p>(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.</p><ul><li><i>Solid Balance Sheet</i></li></ul><p>With billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.</p><ul><li><i>Strong Brain Trust</i></li></ul><p>Operating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.</p><p><b>2. Quantitative Analysis</b></p><p>Now that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.</p><p>The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.</p><p><img src=\"https://static.tigerbbs.com/d5ac0eb66cdb91fcbb57a41107924119\" tg-width=\"448\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>They view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.</p><p>Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.</p><p>We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.</p><p>While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.</p><p>As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.</p><p>Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.</p><p>Now that we have arrived at a revenue number, let's look at the profitability potential.</p><p>PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.</p><p>As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.</p><p>While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.</p><p>However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.</p><p>In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.</p><p>Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).</p><p>As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:</p><p><i>(1) Operating Margin:</i>The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.</p><p><i>(2) Growth Rates:</i>We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.</p><p>That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.</p><p>While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.</p><p>While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.</p><p>Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.</p><p><b>Investor Takeaway</b></p><p>PLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.</p><p>However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.</p><p>Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.</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>How Much Is Palantir Worth?</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\">\nHow Much Is Palantir Worth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431750-how-much-is-palantir-worth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long...</p>\n\n<a href=\"https://seekingalpha.com/article/4431750-how-much-is-palantir-worth\">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://seekingalpha.com/article/4431750-how-much-is-palantir-worth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157072297","content_text":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? We detail our full valuation model.Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.1. Qualitative AnalysisFor a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:Strong Government-Backed MoatPLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.sourceThe contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledgeAccelerating Foundry GrowthPLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.Solid Balance SheetWith billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.Strong Brain TrustOperating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.2. Quantitative AnalysisNow that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.sourceThey view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.Now that we have arrived at a revenue number, let's look at the profitability potential.PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:(1) Operating Margin:The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.(2) Growth Rates:We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.Investor TakeawayPLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134494994,"gmtCreate":1622252404618,"gmtModify":1631891966670,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Churros here I come!&nbsp;","listText":"Churros here I come!&nbsp;","text":"Churros here I come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134494994","repostId":"2138488761","repostType":4,"repost":{"id":"2138488761","pubTimestamp":1622214949,"share":"https://www.laohu8.com/m/news/2138488761?lang=&edition=full","pubTime":"2021-05-28 23:15","market":"us","language":"en","title":"Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2138488761","media":"Yahoo Finance","summary":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehous","content":"<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.</p><p>\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.</p><p>Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.</p><p>\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.</p><p>Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.</p><p>Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.</p><p>Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:</p><ul><li><p><b>Net Sales: </b>$45.3 billion vs. $43.5 billion</p></li><li><p><b>Same-Store Sales: </b>+20.6% vs. +16%</p></li><li><p><b>Operating Profits:</b> $1.66 billion vs. $1.41 billion</p></li><li><p><b>Diluted EPS:</b> $2.75 vs. $2.33</p></li></ul><p>Analysts stayed upbeat.</p><p>\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.</p><p>Wissink reiterated a Buy rating on Costco with a $445 price target.</p>","source":"yahoofinance","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>Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits</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\">\nCostco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts...</p>\n\n<a href=\"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","COST":"好市多","WMT":"沃尔玛","BJ":"BJ批发俱乐部"},"source_url":"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138488761","content_text":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:Net Sales: $45.3 billion vs. $43.5 billionSame-Store Sales: +20.6% vs. +16%Operating Profits: $1.66 billion vs. $1.41 billionDiluted EPS: $2.75 vs. $2.33Analysts stayed upbeat.\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.Wissink reiterated a Buy rating on Costco with a $445 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156072868,"gmtCreate":1625188589354,"gmtModify":1631887968240,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Like how different industries benefits each other","listText":"Like how different industries benefits each other","text":"Like how different industries benefits each other","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156072868","repostId":"1161528901","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150623078,"gmtCreate":1624897174194,"gmtModify":1631887968254,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Didi go!&nbsp;","listText":"Didi go!&nbsp;","text":"Didi go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150623078","repostId":"1150095060","repostType":4,"repost":{"id":"1150095060","pubTimestamp":1624874134,"share":"https://www.laohu8.com/m/news/1150095060?lang=&edition=full","pubTime":"2021-06-28 17:55","market":"us","language":"en","title":"US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1150095060","media":"Renaissance Capital","summary":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant $DiDi Global Inc.$.DiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.Cybersecurity platform $SentinelOne, Inc$","content":"<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p>\n<p><b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p>\n<p>Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p>\n<p>Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p>\n<p>Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p>\n<p>Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p>\n<p>Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p>\n<p>Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p>\n<p>SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p>\n<p>Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p>\n<p>Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p>\n<p><b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p>\n<p>Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p>\n<p>Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p>\n<p>Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p>\n<p>Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p>\n<p><img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YOU":"Clear Secure, Inc.","CVRX":"CVRx, Inc.","INTA":"Intapp, Inc.","S":"SentinelOne, Inc","DNUT":"Krispy Kreme, Inc.","LZ":"LegalZoom.com, Inc","DIDI":"滴滴(已退市)","DDL":"叮咚买菜","XMTR":"Xometry, Inc.","ABOS":"Acumen Pharmaceuticals, Inc.","CURV":"Torrid Holdings","EVCM":"EverCommerce Inc.","HEPS":"D-MARKET Electronic Services & Trading","IAS":"Integral Ad Science Holding"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150095060","content_text":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.\nCybersecurity platform SentinelOne, Inc plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.\nTurkish e-commerce platform D-MARKET Electronic Services & Trading(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.\nDoughnut brand Krispy Kreme, Inc. plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.\nLegal solutions provider LegalZoom.com, Inc plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.\nIdentity verification platform Clear Secure, Inc. plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.\nChinese grocery delivery platform Dingdong (Cayman) Limited plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.\nSaaS solutions provider EverCommerce Inc. plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness & Wellness Services.\nSoftware provider Intapp, Inc. plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.\nOnline manufacturing marketplace Xometry, Inc. plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.\nIntegral Ad Science Holding LLC plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.\nPlus-sized women’s apparel brand Torrid Holdings plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.\nAlzheimer’s biotech Acumen Pharmaceuticals, Inc. plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.\nDigital financial services provider AMTD Digital($(HKD)$) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nDrug formulation developer Aerovate Therapeutics($(AVTE)$) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.\nNeuromodulation device provider CVRx Inc plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.\nBelgium-listed Nyxoah($(NYXH)$) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815033286,"gmtCreate":1630628960645,"gmtModify":1631887968188,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AUY\">$Yamana(AUY)$</a>&nbsp;anyone knows what does 'D' tag represents here?&nbsp;","listText":"<a href=\"https://laohu8.com/S/AUY\">$Yamana(AUY)$</a>&nbsp;anyone knows what does 'D' tag represents here?&nbsp;","text":"$Yamana(AUY)$ anyone knows what does 'D' tag represents here?","images":[{"img":"https://static.tigerbbs.com/a6506d540ce67237b652d22abead5259","width":"1080","height":"160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/815033286","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185122720,"gmtCreate":1623637674660,"gmtModify":1631891966662,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;consider cheap still?&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;consider cheap still?&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ consider cheap still?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185122720","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155356289,"gmtCreate":1625379780341,"gmtModify":1631887968216,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155356289","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134430453,"gmtCreate":1622252538672,"gmtModify":1631891966668,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Great plans&nbsp;","listText":"Great plans&nbsp;","text":"Great plans","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134430453","repostId":"2138029491","repostType":4,"repost":{"id":"2138029491","pubTimestamp":1622212520,"share":"https://www.laohu8.com/m/news/2138029491?lang=&edition=full","pubTime":"2021-05-28 22:35","market":"us","language":"en","title":"Nissan to set up EV battery plants in Japan, Britain - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2138029491","media":"CNA","summary":"Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.","content":"<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.</p><p>The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.</p><p>\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.</p><p>Batteries are <a href=\"https://laohu8.com/S/AONE\">one</a> of the costliest components of EVs as raw materials account for the largest part of the cost.</p><p>To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.</p>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nissan to set up EV battery plants in Japan, Britain - Nikkei</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\">\nNissan to set up EV battery plants in Japan, Britain - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion ...</p>\n\n<a href=\"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138029491","content_text":"REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.Batteries are one of the costliest components of EVs as raw materials account for the largest part of the cost.To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131381716,"gmtCreate":1621828068535,"gmtModify":1631891966677,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"What's the chance cryptocurrency is gonna disappear?&nbsp;","listText":"What's the chance cryptocurrency is gonna disappear?&nbsp;","text":"What's the chance cryptocurrency is gonna disappear?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/131381716","repostId":"1122516428","repostType":4,"repost":{"id":"1122516428","pubTimestamp":1621823919,"share":"https://www.laohu8.com/m/news/1122516428?lang=&edition=full","pubTime":"2021-05-24 10:38","market":"us","language":"en","title":"The Cryptocurrency Plunge Continues, What's Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122516428","media":"Mish Talk","summary":"In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogeco","content":"<p>In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.</p><p><img src=\"https://static.tigerbbs.com/cf39af67e14c8370a1a9b4f817f1c554\" tg-width=\"700\" tg-height=\"489\" referrerpolicy=\"no-referrer\"><b>For Entertainment Only</b></p><p>In the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%, Ethereum 42%, Dogecoin 39%.</p><p>I confess, I never heard of Polkadot or Internet Computer.</p><p>It is only the spectacular action in Dogecoin that got me looking. I watch for entertainment only.</p><p><b>Bitcoin Price Support Levels</b></p><p><img src=\"https://static.tigerbbs.com/722f53db18e8a9b8e3321209c643f5f8\" tg-width=\"700\" tg-height=\"448\" referrerpolicy=\"no-referrer\">For those inclined to buy for technical reasons, Bitcoin has support at the $30,000 level. There is also support at the $17,000 level and very strong support at the $11,000 level.</p><p>In addition, Bitcoin has minor support levels between $17,000 and $30,000.</p><p><b>Dogecoin Price Support Levels</b></p><p><img src=\"https://static.tigerbbs.com/261ee8728e852797f6a52c4fa79b35f0\" tg-width=\"700\" tg-height=\"440\" referrerpolicy=\"no-referrer\">Dogecoin has tiny technical support at $0.30 and more support at $0.24. Strong support for Dogecoin is down at a nickel.</p><p><b>What's Ahead?</b></p><p>I don't know and no one else does either.</p><p>One could have made more in Dogecoin or Polkadot this year than Bitcoin.</p><p>Whether that remains true in another month for those HODLing all year is another matter.</p><p><b>Fundamentally Speaking</b></p><p>Bitcoin was the first mover and has institutional support.</p><p>Dogecoin has Elon's mouth.</p><p>Regarding institutional support, Enron, JDSU, and Worldcom had that at one time too.</p><p>Will any of them survive? I don't know, but Bitcoin is far more likely to survive than any of the rest of them.</p><p>I have my doubts Dodgecoin will be worth more than a nickel by the end of the year. A nickel by next week would not surprise me in the least.</p><p>Thus, I would far rather bet on Bitcoin than Dogecoin.</p><p>Take all of that for what it's worth: Perhaps Nothing.</p><p>I am watching in amusement from the sidelines, but I can read a chart. Dogecoin looks ominous.</p>","source":"lsy1620736834627","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Cryptocurrency Plunge Continues, What's Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Cryptocurrency Plunge Continues, What's Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 10:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead><strong>Mish Talk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.For Entertainment OnlyIn the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%,...</p>\n\n<a href=\"https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://mishtalk.com/economics/the-cryptocurrency-plunge-continues-whats-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122516428","content_text":"In the past week cryptos have taken a hit. Let's look at price support levels for Bitcoin and Dogecoin.For Entertainment OnlyIn the past 7 days Internet Computer is down 56%, Polkadot 50%, Biance 48%, Ethereum 42%, Dogecoin 39%.I confess, I never heard of Polkadot or Internet Computer.It is only the spectacular action in Dogecoin that got me looking. I watch for entertainment only.Bitcoin Price Support LevelsFor those inclined to buy for technical reasons, Bitcoin has support at the $30,000 level. There is also support at the $17,000 level and very strong support at the $11,000 level.In addition, Bitcoin has minor support levels between $17,000 and $30,000.Dogecoin Price Support LevelsDogecoin has tiny technical support at $0.30 and more support at $0.24. Strong support for Dogecoin is down at a nickel.What's Ahead?I don't know and no one else does either.One could have made more in Dogecoin or Polkadot this year than Bitcoin.Whether that remains true in another month for those HODLing all year is another matter.Fundamentally SpeakingBitcoin was the first mover and has institutional support.Dogecoin has Elon's mouth.Regarding institutional support, Enron, JDSU, and Worldcom had that at one time too.Will any of them survive? I don't know, but Bitcoin is far more likely to survive than any of the rest of them.I have my doubts Dodgecoin will be worth more than a nickel by the end of the year. A nickel by next week would not surprise me in the least.Thus, I would far rather bet on Bitcoin than Dogecoin.Take all of that for what it's worth: Perhaps Nothing.I am watching in amusement from the sidelines, but I can read a chart. Dogecoin looks ominous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139824693,"gmtCreate":1621607734612,"gmtModify":1631891966690,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Coin base!!!!&nbsp;","listText":"Coin base!!!!&nbsp;","text":"Coin base!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139824693","repostId":"2137290909","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152248331,"gmtCreate":1625302237023,"gmtModify":1631887968227,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"GameSTOP","listText":"GameSTOP","text":"GameSTOP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152248331","repostId":"2148180627","repostType":4,"repost":{"id":"2148180627","pubTimestamp":1625272322,"share":"https://www.laohu8.com/m/news/2148180627?lang=&edition=full","pubTime":"2021-07-03 08:32","market":"us","language":"en","title":"'I will never cover GameStop stock ever again': top analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2148180627","media":"Yahoo Finance","summary":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop co","content":"<p><img src=\"https://static.tigerbbs.com/ae10ea5ae71fe03db5b7d401cbea508c\" tg-width=\"2926\" tg-height=\"1951\" referrerpolicy=\"no-referrer\"></p>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.</p>\n<p>But despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.</p>\n<p>\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"</p>\n<p>It will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.</p>\n<p>Matt Furlong officially took over as GameStop's CEO on June 21.</p>\n<p>According to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter &amp; Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.</p>\n<p>Some 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.</p>\n<p>Serving as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.</p>\n<p>Recupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.</p>\n<p>The latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).</p>\n<p>Oddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.</p>\n<p>Says Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"</p>\n<p>Chukumba's outlook on Amazon is <a href=\"https://laohu8.com/S/AONE\">one</a> thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.</p>","source":"yahoofinance","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>'I will never cover GameStop stock ever again': top analyst</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\">\n'I will never cover GameStop stock ever again': top analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 08:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying...</p>\n\n<a href=\"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148180627","content_text":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.\nBut despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.\n\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"\nIt will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.\nMatt Furlong officially took over as GameStop's CEO on June 21.\nAccording to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter & Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.\nSome 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.\nServing as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.\nRecupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.\nThe latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).\nOddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.\nSays Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"\nChukumba's outlook on Amazon is one thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128909880,"gmtCreate":1624496946740,"gmtModify":1631887968266,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128909880","repostId":"1129538803","repostType":4,"repost":{"id":"1129538803","pubTimestamp":1624494525,"share":"https://www.laohu8.com/m/news/1129538803?lang=&edition=full","pubTime":"2021-06-24 08:28","market":"sg","language":"en","title":"Singapore's Keppel, Sembcorp Marine request trading halts","url":"https://stock-news.laohu8.com/highlight/detail?id=1129538803","media":"Reuters","summary":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu","content":"<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.</p>\n<p>Keppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.</p>\n<p>Singapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.</p>\n<p>Markets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.</p>\n<p>Earlier this year, Keppel said its struggling offshore and marine (O&amp;M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&amp;M business.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Keppel, Sembcorp Marine request trading halts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Keppel, Sembcorp Marine request trading halts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts ...</p>\n\n<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129538803","content_text":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.\nKeppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.\nSingapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.\nMarkets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.\nEarlier this year, Keppel said its struggling offshore and marine (O&M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&M business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184524953,"gmtCreate":1623719418672,"gmtModify":1631887968277,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Is it emotional judgement cos he is still holding on to btc at a loss now?&nbsp;","listText":"Is it emotional judgement cos he is still holding on to btc at a loss now?&nbsp;","text":"Is it emotional judgement cos he is still holding on to btc at a loss now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184524953","repostId":"1197453683","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184186669,"gmtCreate":1623688831851,"gmtModify":1631887968290,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Slowly but surely Singapore!&nbsp;","listText":"Slowly but surely Singapore!&nbsp;","text":"Slowly but surely Singapore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184186669","repostId":"2143782115","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185123442,"gmtCreate":1623637483886,"gmtModify":1631883987375,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Oil -&nbsp;The one u can always depend on.&nbsp;","listText":"Oil -&nbsp;The one u can always depend on.&nbsp;","text":"Oil - The one u can always depend on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185123442","repostId":"1157408170","repostType":4,"repost":{"id":"1157408170","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1623636663,"share":"https://www.laohu8.com/m/news/1157408170?lang=&edition=full","pubTime":"2021-06-14 10:11","market":"us","language":"en","title":"Oil holds near multi-year highs amid demand recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1157408170","media":"T-Reuters","summary":"Oil prices held near multi-year highs on Monday, underpinned by an improved outlook for demand as in","content":"<p>Oil prices held near multi-year highs on Monday, underpinned by an improved outlook for demand as increased COVID-19 vaccinations help lift travel curbs.</p>\n<p>Brent crude was up 14 cents, or 0.2%, at $72.83 by 0123 GMT. It rose 1.1% last week and hit the highest since May 2019 of $73.09 on Friday.</p>\n<p>U.S. West Texas Intermediate was also up 14 cents, or 0.2%, at $71.05 a barrel, after reaching the highest since October 2018 at $71.24 on Friday and rising 1.9% on the week.</p>\n<p>Vehicle traffic is returning to pre-pandemic levels in North America and much of Europe and more planes are in the air as lockdowns and other restrictions are being eased, driving three weeks of gains for the oil benchmarks.</p>\n<p>The Organization of the Petroleum Exporting Countries (OPEC) and allies, known as OPEC+, need to increase output to meet recovering demand, the International Energy Agency (IEA) said in its monthly report on Friday.</p>\n<p>The OPEC+ group has been restraining production to support prices after the pandemic wiped out demand in 2020.</p>\n<p>\"OPEC+ needs to open the taps to keep the world oil markets adequately supplied,\" the IEA said.</p>\n<p>Goldman Sachs said last week it expects Brent to rise to $80 per barrel this summer as the rollout of inoculations boosts economic activity around the world.</p>\n<p>U.S. oil rigs rose by six to 365, the highest since April 2020, energy services company Baker Hughes Co said in its weekly report.</p>\n<p>It was the biggest weekly increase of oil rigs in a month, as drilling companies sought to benefit from rising demand.</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>Oil holds near multi-year highs amid demand recovery</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\">\nOil holds near multi-year highs amid demand recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-06-14 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oil prices held near multi-year highs on Monday, underpinned by an improved outlook for demand as increased COVID-19 vaccinations help lift travel curbs.</p>\n<p>Brent crude was up 14 cents, or 0.2%, at $72.83 by 0123 GMT. It rose 1.1% last week and hit the highest since May 2019 of $73.09 on Friday.</p>\n<p>U.S. West Texas Intermediate was also up 14 cents, or 0.2%, at $71.05 a barrel, after reaching the highest since October 2018 at $71.24 on Friday and rising 1.9% on the week.</p>\n<p>Vehicle traffic is returning to pre-pandemic levels in North America and much of Europe and more planes are in the air as lockdowns and other restrictions are being eased, driving three weeks of gains for the oil benchmarks.</p>\n<p>The Organization of the Petroleum Exporting Countries (OPEC) and allies, known as OPEC+, need to increase output to meet recovering demand, the International Energy Agency (IEA) said in its monthly report on Friday.</p>\n<p>The OPEC+ group has been restraining production to support prices after the pandemic wiped out demand in 2020.</p>\n<p>\"OPEC+ needs to open the taps to keep the world oil markets adequately supplied,\" the IEA said.</p>\n<p>Goldman Sachs said last week it expects Brent to rise to $80 per barrel this summer as the rollout of inoculations boosts economic activity around the world.</p>\n<p>U.S. oil rigs rose by six to 365, the highest since April 2020, energy services company Baker Hughes Co said in its weekly report.</p>\n<p>It was the biggest weekly increase of oil rigs in a month, as drilling companies sought to benefit from rising demand.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157408170","content_text":"Oil prices held near multi-year highs on Monday, underpinned by an improved outlook for demand as increased COVID-19 vaccinations help lift travel curbs.\nBrent crude was up 14 cents, or 0.2%, at $72.83 by 0123 GMT. It rose 1.1% last week and hit the highest since May 2019 of $73.09 on Friday.\nU.S. West Texas Intermediate was also up 14 cents, or 0.2%, at $71.05 a barrel, after reaching the highest since October 2018 at $71.24 on Friday and rising 1.9% on the week.\nVehicle traffic is returning to pre-pandemic levels in North America and much of Europe and more planes are in the air as lockdowns and other restrictions are being eased, driving three weeks of gains for the oil benchmarks.\nThe Organization of the Petroleum Exporting Countries (OPEC) and allies, known as OPEC+, need to increase output to meet recovering demand, the International Energy Agency (IEA) said in its monthly report on Friday.\nThe OPEC+ group has been restraining production to support prices after the pandemic wiped out demand in 2020.\n\"OPEC+ needs to open the taps to keep the world oil markets adequately supplied,\" the IEA said.\nGoldman Sachs said last week it expects Brent to rise to $80 per barrel this summer as the rollout of inoculations boosts economic activity around the world.\nU.S. oil rigs rose by six to 365, the highest since April 2020, energy services company Baker Hughes Co said in its weekly report.\nIt was the biggest weekly increase of oil rigs in a month, as drilling companies sought to benefit from rising demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116273765,"gmtCreate":1622808025557,"gmtModify":1631891966664,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...&nbsp;","listText":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...&nbsp;","text":"Yeah, I second the slow growth in the coming years, but still a healthy stock to hold anyway...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116273765","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in&nbsp;high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134496305,"gmtCreate":1622252267707,"gmtModify":1631883988952,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"But it only has this one gov project?&nbsp;","listText":"But it only has this one gov project?&nbsp;","text":"But it only has this one gov project?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134496305","repostId":"1157072297","repostType":2,"repost":{"id":"1157072297","pubTimestamp":1622179098,"share":"https://www.laohu8.com/m/news/1157072297?lang=&edition=full","pubTime":"2021-05-28 13:18","market":"us","language":"en","title":"How Much Is Palantir Worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072297","media":"seekingalpha","summary":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.T","content":"<p><b>Summary</b></p><ul><li>PLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.</li><li>The company continues to forego GAAP profitability today in order to invest aggressively for the long term.</li><li>What are PLTR shares worth today? We detail our full valuation model.</li></ul><p>Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.</p><p>What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.</p><p><b>1. Qualitative Analysis</b></p><p>For a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:</p><ul><li><i>Strong Government-Backed Moat</i></li></ul><p>PLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.</p><p>In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.</p><p><img src=\"https://static.tigerbbs.com/76849a1437b60ad615d46d63da06e109\" tg-width=\"627\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>The contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.</p><p>This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:</p><blockquote><i>I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledge</i></blockquote><ul><li><i>Accelerating Foundry Growth</i></li></ul><p>PLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.</p><p>In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:</p><p>(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.</p><p>(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.</p><p>(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.</p><p>(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.</p><p>(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.</p><ul><li><i>Solid Balance Sheet</i></li></ul><p>With billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.</p><ul><li><i>Strong Brain Trust</i></li></ul><p>Operating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.</p><p><b>2. Quantitative Analysis</b></p><p>Now that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.</p><p>The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.</p><p><img src=\"https://static.tigerbbs.com/d5ac0eb66cdb91fcbb57a41107924119\" tg-width=\"448\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>They view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.</p><p>Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.</p><p>We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.</p><p>While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.</p><p>As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.</p><p>Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.</p><p>Now that we have arrived at a revenue number, let's look at the profitability potential.</p><p>PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.</p><p>As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.</p><p>While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.</p><p>However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.</p><p>In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.</p><p>Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).</p><p>As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:</p><p><i>(1) Operating Margin:</i>The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.</p><p><i>(2) Growth Rates:</i>We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.</p><p>That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.</p><p>While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.</p><p>While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.</p><p>Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.</p><p><b>Investor Takeaway</b></p><p>PLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.</p><p>However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.</p><p>Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.</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>How Much Is Palantir Worth?</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\">\nHow Much Is Palantir Worth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431750-how-much-is-palantir-worth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long...</p>\n\n<a href=\"https://seekingalpha.com/article/4431750-how-much-is-palantir-worth\">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://seekingalpha.com/article/4431750-how-much-is-palantir-worth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157072297","content_text":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? We detail our full valuation model.Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.1. Qualitative AnalysisFor a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:Strong Government-Backed MoatPLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.sourceThe contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledgeAccelerating Foundry GrowthPLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.Solid Balance SheetWith billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.Strong Brain TrustOperating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.2. Quantitative AnalysisNow that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.sourceThey view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.Now that we have arrived at a revenue number, let's look at the profitability potential.PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:(1) Operating Margin:The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.(2) Growth Rates:We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.Investor TakeawayPLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139850920,"gmtCreate":1621607846060,"gmtModify":1631891966681,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Coin base rocks!&nbsp;","listText":"Coin base rocks!&nbsp;","text":"Coin base rocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139850920","repostId":"2137290909","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888543854,"gmtCreate":1631511387378,"gmtModify":1631887968175,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"I don't understand this article too.&nbsp;","listText":"I don't understand this article too.&nbsp;","text":"I don't understand this article too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888543854","repostId":"2166491372","repostType":2,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815093033,"gmtCreate":1630628419322,"gmtModify":1631887968201,"author":{"id":"3582059288307560","authorId":"3582059288307560","name":"lesliechua","avatar":"https://static.tigerbbs.com/997e5af629be1645e4e1d8266203c35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582059288307560","authorIdStr":"3582059288307560"},"themes":[],"htmlText":"Anyone knows what does the 'D' tag means?&nbsp;","listText":"Anyone knows what does the 'D' tag means?&nbsp;","text":"Anyone knows what does the 'D' tag means?","images":[{"img":"https://static.tigerbbs.com/a6506d540ce67237b652d22abead5259","width":"1080","height":"160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815093033","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}