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赢winner

赢winner

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2021-11-25

AMC to the moon

2021-11-17

$AMC Entertainment(AMC)$to the moon

2021-11-17

$Idera Pharmaceuticals(IDRA)$up please

2021-11-17

$Progenity, Inc.(PROG)$happy

2021-10-27

$AMC Entertainment(AMC)$up up. I have confident.

2021-08-25

$AMC Entertainment(AMC)$easy easy..AMC here we come.

2021-08-05

$AMC Entertainment(AMC)$ii will hodl until Hedgies pay to me .......

2021-07-03

🙂 Nice

NIO May Grow Even Faster Than Expected

2021-07-03

$AMC Entertainment(AMC)$Moon, by tuesday here we come...

2021-06-27

Good

These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending

2021-06-27

$AMC Entertainment(AMC)$monday coming.. excited

2021-06-25

$AMC Entertainment(AMC)$hodl forever

2021-06-12

$AMC Entertainment(AMC)$i will not sell until I see the moon...hahahahhahaa

2021-05-18

How to book in the share before it launch?

JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion

2021-05-11

$China Mobile Games and Entertainment Group(00302)$sad sad

2021-04-21

[财迷]

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Inc.(PROG)$happy","images":[{"img":"https://static.tigerbbs.com/3b8f37650471d156c7d45aa30accfafd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871406814","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855336654,"gmtCreate":1635334478836,"gmtModify":1635334479783,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>up up. I have confident.","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>up up. I have confident.","text":"$AMC Entertainment(AMC)$up up. I have confident.","images":[{"img":"https://static.tigerbbs.com/791ed9a563908d991492d567e7daa2ed","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855336654","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837052132,"gmtCreate":1629849761126,"gmtModify":1631887994770,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>easy easy..AMC here we come.","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>easy easy..AMC here we come.","text":"$AMC Entertainment(AMC)$easy easy..AMC here we come.","images":[{"img":"https://static.tigerbbs.com/127d5aae82649b123e51f9c8b93a4dcd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837052132","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899150784,"gmtCreate":1628170688948,"gmtModify":1631887994783,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>ii will hodl until Hedgies pay to me .......","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>ii will hodl until Hedgies pay to me .......","text":"$AMC Entertainment(AMC)$ii will hodl until Hedgies pay to me .......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899150784","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152285711,"gmtCreate":1625297318333,"gmtModify":1631887994794,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"🙂 Nice","listText":"🙂 Nice","text":"🙂 Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152285711","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152285536,"gmtCreate":1625297285425,"gmtModify":1631887994809,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Moon, by tuesday&nbsp;here we come...","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Moon, by tuesday&nbsp;here we come...","text":"$AMC Entertainment(AMC)$Moon, by tuesday here we come...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/152285536","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124712456,"gmtCreate":1624791665875,"gmtModify":1631887994822,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124712456","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohu8.com/m/news/1112141657?lang=&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p>\n<p>The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p>\n<p>The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p>\n<p>Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p>\n<p>Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p>\n<p>One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p>\n<p>Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p>\n<p>Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p>\n<p>Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p>\n<p>Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","URI":"联合租赁","DE":"迪尔股份有限公司","ASTE":"Astec实业","OSK":"Oshkosh","VMC":"火神材料","MLM":"马丁-玛丽埃塔材料","TEX":"特雷克斯","ROAD":"Construction Partners","MTW":"马尼托沃克"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124712102,"gmtCreate":1624791607506,"gmtModify":1631887994834,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>monday coming.. excited","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>monday coming.. excited","text":"$AMC Entertainment(AMC)$monday coming.. excited","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/124712102","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122645440,"gmtCreate":1624619624080,"gmtModify":1631887994849,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hodl forever","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hodl forever","text":"$AMC Entertainment(AMC)$hodl forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122645440","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188249668,"gmtCreate":1623451893554,"gmtModify":1631887994859,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>i will not sell until I see the moon...hahahahhahaa","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>i will not sell until I see the moon...hahahahhahaa","text":"$AMC Entertainment(AMC)$i will not sell until I see the moon...hahahahhahaa","images":[{"img":"https://static.tigerbbs.com/e6308e280b806a8a8cecc3302ac35c76","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/188249668","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194915421,"gmtCreate":1621333538863,"gmtModify":1631887994877,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"How to book in the share before it launch?","listText":"How to book in the share before it launch?","text":"How to book in the share before it launch?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194915421","repostId":"2136738931","repostType":4,"repost":{"id":"2136738931","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621318800,"share":"https://www.laohu8.com/m/news/2136738931?lang=&edition=full","pubTime":"2021-05-18 14:20","market":"hk","language":"en","title":"JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2136738931","media":"Tiger Newspress","summary":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering  to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion  if the deal is priced at the top end.JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics' offering is expected to be the second multibilli","content":"<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</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>JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion</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\">\nJD Logistics launches Hong Kong IPO to raise up to US$3.4 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136738931","content_text":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.（Click here To apply for the JD Logistics Shares）JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199206704,"gmtCreate":1620704259808,"gmtModify":1631887994886,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00302\">$China Mobile Games and Entertainment Group(00302)$</a>sad sad","listText":"<a href=\"https://laohu8.com/S/00302\">$China Mobile Games and Entertainment Group(00302)$</a>sad sad","text":"$China Mobile Games and Entertainment Group(00302)$sad 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Inc.(PROG)$happy","images":[{"img":"https://static.tigerbbs.com/3b8f37650471d156c7d45aa30accfafd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871406814","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":194915421,"gmtCreate":1621333538863,"gmtModify":1631887994877,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"How to book in the share before it launch?","listText":"How to book in the share before it launch?","text":"How to book in the share before it launch?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194915421","repostId":"2136738931","repostType":4,"repost":{"id":"2136738931","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621318800,"share":"https://www.laohu8.com/m/news/2136738931?lang=&edition=full","pubTime":"2021-05-18 14:20","market":"hk","language":"en","title":"JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2136738931","media":"Tiger Newspress","summary":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering  to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion  if the deal is priced at the top end.JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics' offering is expected to be the second multibilli","content":"<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</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>JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion</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\">\nJD Logistics launches Hong Kong IPO to raise up to US$3.4 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136738931","content_text":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.（Click here To apply for the JD Logistics Shares）JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199206704,"gmtCreate":1620704259808,"gmtModify":1631887994886,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00302\">$China Mobile Games and Entertainment Group(00302)$</a>sad sad","listText":"<a href=\"https://laohu8.com/S/00302\">$China Mobile Games and Entertainment Group(00302)$</a>sad sad","text":"$China Mobile Games and Entertainment Group(00302)$sad sad","images":[{"img":"https://static.tigerbbs.com/78948ff8c9e83168efd4add5843d7405","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199206704","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":871406531,"gmtCreate":1637102945508,"gmtModify":1637102972819,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IDRA\">$Idera Pharmaceuticals(IDRA)$</a>up please","listText":"<a href=\"https://laohu8.com/S/IDRA\">$Idera Pharmaceuticals(IDRA)$</a>up please","text":"$Idera Pharmaceuticals(IDRA)$up please","images":[{"img":"https://static.tigerbbs.com/8f1774a9fc0502fd5c21a36ada5afb66","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871406531","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":152285711,"gmtCreate":1625297318333,"gmtModify":1631887994794,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"🙂 Nice","listText":"🙂 Nice","text":"🙂 Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152285711","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":877038905,"gmtCreate":1637838127963,"gmtModify":1637838128020,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"AMC to the moon","listText":"AMC to the moon","text":"AMC to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877038905","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124712456,"gmtCreate":1624791665875,"gmtModify":1631887994822,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124712456","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohu8.com/m/news/1112141657?lang=&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p>\n<p>The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p>\n<p>The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p>\n<p>Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p>\n<p>Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p>\n<p>One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p>\n<p>Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p>\n<p>Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p>\n<p>Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p>\n<p>Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","URI":"联合租赁","DE":"迪尔股份有限公司","ASTE":"Astec实业","OSK":"Oshkosh","VMC":"火神材料","MLM":"马丁-玛丽埃塔材料","TEX":"特雷克斯","ROAD":"Construction Partners","MTW":"马尼托沃克"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378344603,"gmtCreate":1619006142602,"gmtModify":1634289289457,"author":{"id":"3582096702088134","authorId":"3582096702088134","name":"赢winner","avatar":"https://static.tigerbbs.com/d9a4786040c49036b55bf079e2bc06fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582096702088134","idStr":"3582096702088134"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378344603","repostId":"1140867286","repostType":4,"repost":{"id":"1140867286","kind":"news","pubTimestamp":1619004558,"share":"https://www.laohu8.com/m/news/1140867286?lang=&edition=full","pubTime":"2021-04-21 19:29","market":"us","language":"en","title":"Should You Buy Peloton Stock: What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1140867286","media":"seekingalpha","summary":"Summary\n\nPeloton's share price is down -29% year-to-date, due to concerns over normalization of dema","content":"<p><b>Summary</b></p>\n<ul>\n <li>Peloton's share price is down -29% year-to-date, due to concerns over normalization of demand post-COVID, delays in product delivery, and product safety issues.</li>\n <li>Peloton's revenue jumped by +128% YoY to $1,065 million in 2Q FY 2021, which beat market expectations, but its slowing revenue growth momentum led to its share price declining post-results.</li>\n <li>I like Peloton as a business because it has a strong following and offers a compelling value proposition, but the company also has no lack of competitors.</li>\n <li>But Peloton is not as attractive as an investment due to its rather rich valuations.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b9a7cebe129367e4549d92aecef0d75\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Maridav/iStock via Getty Images</span></p>\n<p><b>Elevator Pitch</b></p>\n<p>I assign a Neutral rating to Peloton Interactive, Inc.(NASDAQ:PTON).</p>\n<p>Peloton's share price is down -29% year-to-date, due to concerns over normalization of demand post-COVID, delays in product delivery, and product safety issues. Peloton's revenue jumped by +128% YoY to $1,065 million in 2Q FY 2021 (YE June 30) which beat market expectations, but its slowing revenue growth momentum (versus +232% YoY revenue growth in 1Q FY 2021) led to its share price declining by -6% post-results.</p>\n<p>I like Peloton as a business because it has a strong following and offers a compelling value proposition, but the company also has no lack of competitors. Furthermore, Peloton is not as attractive as an investment due to its rather rich valuations. Peloton trades at consensus forward FY 2021 Enterprise Value-to-Revenue and EV/EBITDA multiples of 7.3 times and 91.8 times. These numbers will be more reasonable if PTON is a SaaS (Software-as-a-Service) company, but Peloton still derives over 80% of its revenue from product sales as opposed to digital subscriptions. As a result, I see Peloton Interactive, Inc's shares as a HOLD.</p>\n<p><b>Company Description</b></p>\n<p>Established in 2012 and listed on the NASDAQ in&nbsp;September 2020, Peloton Interactive, Inc.calls itself&nbsp;\"the largest interactive fitness platform in the world\" in the company's 2Q FY 2021 10-Q. Peloton has&nbsp;over 4.4 million members&nbsp;as of end-2020 (calendar year), and \"any individual who has a Peloton account through a paid Connected Fitness subscription, or a paid Peloton Digital subscription\" is&nbsp;counted as&nbsp;a member.</p>\n<p>PTON derived&nbsp;81% and 19%&nbsp;of its 1H FY 2021 revenue from Connected Fitness product sales (e.g. its Bike and Tread products) and subscription fees (for both Connected Fitness and Peloton Digital subscriptions), respectively. With regards to earnings contribution, the Connected Fitness products and the subscription business accounted for 72% and 18% of Peloton's top line in the first half of fiscal 2021. In terms of geographical sales mix, Peloton generated 95% of the company's 1H FY 2021 sales from North America, with other international markets contributing the remaining 5% of its revenue over the same period.</p>\n<p><b>Why Did Peloton Stock Drop?</b></p>\n<p>2020 was a great year for Peloton Interactive, Inc in terms of stock price performance, as the company's share price surged by +434% from $28.40 as of December 31, 2019 to $151.72 as of December 31, 2020. The same can't be said of 2021, as PTON's last traded price of $107.75 as of April 19, 2021 represents a year-to-date decline of -29%.</p>\n<p>Peloton's stock price has dropped significantly in 2021 year-to-date for a number of reasons.</p>\n<p>Firstly, investors are concerned that Work-From-Home or WFH tailwinds for Peloton will ease once the coronavirus pandemic wanes. Peloton has been a key beneficiary of an increasing number of people working and exercising at home due to COVID-19, but there is no certainty that such trends will persist post-pandemic. Based on&nbsp;data&nbsp;from&nbsp;<i>Bloomberg's COVID Vaccine Tracker</i>, 25.7% of the US population has already been fully vaccinated, while 39.9% of the people in the country have at least been administrated a single dose of the COVID-19 vaccine.</p>\n<p>In other words, the market is worried about more people returning to offices and exercising at gyms again and its impact on PTON's future performance. In response, Peloton&nbsp;stressed&nbsp;at the JMP Securities Technology Conference on March 1, 2021 that exercising at home \"is a trend that's here to stay\" and \"COVID just accelerated that trend.\" The company also added that \"people have found a way not only to replicate exercising outside of the home, but enjoy it more and perhaps are doing even more than they were even pre-pandemic\", based on its analysis of members' data.</p>\n<p>Nevertheless, it remains a significant unknown as to how consumers' behaviors will change and evolve post-pandemic.</p>\n<p>Secondly, Peloton has faced challenges in converting all of the consumer demand for its Connected Fitness products into actual sales.</p>\n<p>At the company's 2Q FY 2021 results briefing on February 4, 2021, Peloton&nbsp;acknowledged&nbsp;that \"our delivery wait times remain elevated.\" It also highlighted that \"West Coast port delays and COVID-related delivery challenges\" resulted in longer-than-expected \"order to delivery wait times\" and \"forced us to reschedule many deliveries.\"</p>\n<p>But Peloton is actively trying to address these issues. On April 1, 2021, Peloton disclosed that it had completed the acquisition of&nbsp;Precor, which it&nbsp;refers to&nbsp;as&nbsp;\"one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing presence.\" This should help to ease Peloton's production capacity issues. Also, Peloton has also committed to an additional investment of&nbsp;$100 million&nbsp;with the aim of restoring delivery wait times to normalized levels by end of FY 2021 (June 30, 2022) at the latest.</p>\n<p>The key concerns here are that this could result in significant customer dissatisfaction and also lead investors to turn to other alternative options such as going back to the gyms (if possible) or buying other competing home fitness products.</p>\n<p>Thirdly, Peloton's stock price has been affected by product safety issues raised by the Consumer Product Safety Commission or CPSC.</p>\n<p>The CSPC published a&nbsp;press release&nbsp;on April 17, 2021 \"warning consumers about the danger of popular Peloton Tread+ exercise machine after multiple incidents of small children and a pet being injured beneath the machines.\" Peloton has responded with a&nbsp;media release&nbsp;of its own on the same day, stating that the CSPC press release is \"inaccurate and misleading\". The company also emphasized that \"there is no reason to stop using the Tread+, as long as all warnings and safety instructions are followed.\"</p>\n<p>Peloton's share price fell by -7% from $116.21 as of April 16, 2021 to $107.75 as of April 19, 2021 following CSPC's press release and Peloton's response. The company has an incredible brand and a strong following as evidenced by some of its fans having Peloton&nbsp;tattoos, so it might take more than a warning from the CSPC to hurt its future sales. However, it is worth following the developments relating to this matter on product safety issues to evaluate any potential damage to Peloton's brand.</p>\n<p>In a nutshell, the most important issue for long-term investors in Peloton is how consumers' attitudes towards home fitness &amp; exercise will change post-COVID, which will affect the company's future growth runway. On the other hand, product delivery bottlenecks should be resolved in time to come, while the product safety concerns could blow over soon as well.</p>\n<p><b>How Is Peloton Doing Financially?</b></p>\n<p>Peloton Interactive, Inc reported its most recent&nbsp;2Q FY 2021 financial results&nbsp;(October 1, 2020 to December 31, 2020 period) on February 4, 2021. The company's financial performance in the second quarter of the current fiscal year was above market expectations.</p>\n<p>PTON's revenue rose by +128% YoY from $466 million in 2Q FY 2020 to $1,065 million in 2Q FY 2021, which was approximately&nbsp;+3% better&nbsp;that what Wall Street had expected. This was driven by a +124% YoY increase in Connected Fitness product sales and a +153% YoY growth in subscription revenue. The company also reversed from a net loss per share of -$0.20 in 2Q FY 2020 to a positive earnings per share of $0.18 in 2Q FY 2021. This was more than double the sell-side analysts' quarterly consensus earnings estimate of&nbsp;$0.08 per share.</p>\n<p>However, Peloton's share price declined by -6% from $157.53 as of February 4, 2021 to $148.30 as of February 5, 2021 post-results. The company's stock price subsequently dropped to a year-to-date low of $101.35 on March 8, 2021. This suggests that Peloton's financial performance might not be as good as what it appears on paper, if one delves deeper.</p>\n<p>Notably, Peloton's YoY revenue growth narrowed significantly from +232% YoY in 1Q FY 2021 and +172% YoY in 4Q FY 2020 to +128% in 2Q FY 2021. PTON is guiding for&nbsp;$1.10 billion&nbsp;in revenue for 3Q FY 2021, which translates to a top line growth of +110% YoY in the next quarter. This could be attributable to both product delivery issues and demand normalization (highlighted earlier), but there is no escaping the fact that Peloton's revenue growth is slowing.</p>\n<p>In terms of operating metrics, it is noteworthy that the average workouts per month per subscribers for PTON has stabilized at&nbsp;20.7 and 21.1&nbsp;for 1Q FY 2021 and 2Q FY 2021 respectively. In comparison, Peloton's average workouts per month per subscribers jumped from 17.7 in 3Q FY 2020 to 24.7 in 4Q FY 2020. This could be another sign that home fitness demand is starting to normalize.</p>\n<p><b>PTON Stock Analysis</b></p>\n<p>There are a number of things that investors should like about Peloton Interactive, Inc as a business.</p>\n<p>One key characteristic of PTON's business is that the company has an amazing brand. As I indicated earlier, some of Peloton's followers even have the brand's logo tattooed on their bodies, which is the clearest indication of Peloton's brand equity. Also, consulting firm<i>Prophet</i>namedPeloton as the second most relevant brand in the US in 2021 based ona survey of approximately 13,000 consumers. Peloton only ranked behind Apple(NASDAQ:AAPL), and it beat other household brands like Lego, Costco(NASDAQ:COST)and Amazon(NASDAQ:AMZN). Prophet's studyhighlightsthat PTON \"earns the highest score for 'connects with me emotionally' via \"its online communities and its constantly expanding variety of workouts available live and prerecorded.\"</p>\n<p>Another key characteristic of Peloton's business is that it offers a compelling value proposition for consumers. A Connected Fitness subscription costs $39 per month, and the company's Connected Fitness products like bikes are priced at around a few thousand dollars ($1,895for flagship bike product) which can be paid in installments and used by all the people living together. In other words, the all-in cost of working out at home by using PTON's products and services are much cheaper than an annual individual gym membership subscription. In addition, an April 9, 2021<i>Wall Street Journal</i>articlecited Credit Suisse sell-side research which suggested that \"the monthly cost\" of \"a Peloton bike with a digital membership\" for a couple is \"87% below the cost\" of \"10 SoulCycle classes a month.\" Notably, Peloton's Average Net Monthly Connected Fitness Churncalculated as\"cancellations, net of reactivations\" divided by the number of Connected Fitness subscriptions was below 1% for both FY 2020 and FY 2019.</p>\n<p>Moving forward, Peloton has a long growth runway ahead, considering its multiple growth drivers.</p>\n<p>One growth driver is new products and cross-selling. It is telling that only3%of Peloton's Connected Fitness' subscribers have both Bike and Tread products from the company. PTONobservedat the recent earnings call that there has been a \"continued mix shift to (the new) Tread products\" andmentionedat the JMP Securities Technology Conference that \"two-product households\" are \"more engaged than people who had have 1 piece of equipment.\" Looking ahead, it is likely that Peloton can increase the proportion of its subscribers who have bought both the Bike and Tread products, and such \"two-product households\" could also be interested in more fitness courses and programs offered by the company leading to higher subscription revenue as well.</p>\n<p>Another key growth driver is potential synergies associated with the acquisition of Precor highlighted above. Although Peloton has a significant US consumer presence, it is not as strong in commercial and international markets, and Precor could help to fill in the gap. In the company's earlier press release announcing the Precor acquisition, Pelotonnotednew growth opportunities in channels like \"hotels, multifamily residences, and college and corporate campuses.\" Also, while Peloton generated 95% of its 1H FY 2021 revenue from North America as highlighted earlier, Precor hasa presencein \"90 countries around the world.\" PTON has already expanded into the UK and Canada, but there is a lot of room for further overseas expansion.</p>\n<p>On the flip side, the huge growth potential of the home fitness market inevitably attracts competition. One key competitor isMirrorreferred to as an \"interactive smart gym\" enabled by \"advanced camera technology and machine learning\", The Mirror is , which Lululemon(NASDAQ:LULU)acquired inmid-2020. Another one of Peloton's key competitors isTonal, which calls itself \"an all-in-one machine\" combining \"fitness and strength training with patented digital weight, machine learning, and expert coaching.\" Tonal has raised$450 millionin cumulative funding since its launch, and one of its notable investors include Amazon’s Alexa Fund.</p>\n<p>While I acknowledge that Peloton has a strong brand, the competitive landscape in the home fitness industry is still relatively unsettled. The market is growing, and one can't rule out more new entrants. More importantly, customer switching costs (i.e. a few thousand dollars for the Connected Fitness products) might not be sufficient to prevent consumers from switching to new products and other alternatives.</p>\n<p><b>Should You Buy Peloton Stock?</b></p>\n<p>I see Peloton stock as a HOLD, rather than a BUY. While Peloton is a good company, it is not a good investment as it stands now. PTON's valuations are rather rich, considering that the company still generates more than 80% of its sales from products, rather than digital subscriptions.</p>\n<p>The market values Peloton at 7.3 times consensus forward FY 2021 Enterprise Value-to-Revenue and 5.3 times consensus forward FY 2022 Enterprise Value-to-Revenue. The stock also trades at consensus forward FY 2021 and FY 2022 EV/EBITDA multiples of 91.8 times and 50.9 times, respectively.</p>\n<p>None of Peloton's direct peers are listed on a stand-alone basis, which makes peer valuation comparison challenging. PTON is much more expensive than its fitness peers based on forward EV/EBITDA multiples, although there is a significant divergence in Enterprise Value-to-Revenue ratios for the peer group.</p>\n<p><b>Peloton's Peer Valuation Comparison</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f8be3d26f74a213f2aad2297c197307\" tg-width=\"904\" tg-height=\"605\"><span>Source: Author</span></p>\n<p>I have sourced the consensus numbers referenced in this article from S&amp;P Capital IQ.</p>\n<p>Peloton's key risk factors are a more significant normalization of home fitness demand post-COVID than earlier anticipated, further negative news flow relating to product safety issues, and stiffer-than-expected competition from rivals in the home fitness industry.</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>Should You Buy Peloton Stock: 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Peloton Stock: What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 19:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420041-should-you-buy-peloton-stock-what-to-consider><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPeloton's share price is down -29% year-to-date, due to concerns over normalization of demand post-COVID, delays in product delivery, and product safety issues.\nPeloton's revenue jumped by +...</p>\n\n<a href=\"https://seekingalpha.com/article/4420041-should-you-buy-peloton-stock-what-to-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://seekingalpha.com/article/4420041-should-you-buy-peloton-stock-what-to-consider","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1140867286","content_text":"Summary\n\nPeloton's share price is down -29% year-to-date, due to concerns over normalization of demand post-COVID, delays in product delivery, and product safety issues.\nPeloton's revenue jumped by +128% YoY to $1,065 million in 2Q FY 2021, which beat market expectations, but its slowing revenue growth momentum led to its share price declining post-results.\nI like Peloton as a business because it has a strong following and offers a compelling value proposition, but the company also has no lack of competitors.\nBut Peloton is not as attractive as an investment due to its rather rich valuations.\n\nPhoto by Maridav/iStock via Getty Images\nElevator Pitch\nI assign a Neutral rating to Peloton Interactive, Inc.(NASDAQ:PTON).\nPeloton's share price is down -29% year-to-date, due to concerns over normalization of demand post-COVID, delays in product delivery, and product safety issues. Peloton's revenue jumped by +128% YoY to $1,065 million in 2Q FY 2021 (YE June 30) which beat market expectations, but its slowing revenue growth momentum (versus +232% YoY revenue growth in 1Q FY 2021) led to its share price declining by -6% post-results.\nI like Peloton as a business because it has a strong following and offers a compelling value proposition, but the company also has no lack of competitors. Furthermore, Peloton is not as attractive as an investment due to its rather rich valuations. Peloton trades at consensus forward FY 2021 Enterprise Value-to-Revenue and EV/EBITDA multiples of 7.3 times and 91.8 times. These numbers will be more reasonable if PTON is a SaaS (Software-as-a-Service) company, but Peloton still derives over 80% of its revenue from product sales as opposed to digital subscriptions. As a result, I see Peloton Interactive, Inc's shares as a HOLD.\nCompany Description\nEstablished in 2012 and listed on the NASDAQ in September 2020, Peloton Interactive, Inc.calls itself \"the largest interactive fitness platform in the world\" in the company's 2Q FY 2021 10-Q. Peloton has over 4.4 million members as of end-2020 (calendar year), and \"any individual who has a Peloton account through a paid Connected Fitness subscription, or a paid Peloton Digital subscription\" is counted as a member.\nPTON derived 81% and 19% of its 1H FY 2021 revenue from Connected Fitness product sales (e.g. its Bike and Tread products) and subscription fees (for both Connected Fitness and Peloton Digital subscriptions), respectively. With regards to earnings contribution, the Connected Fitness products and the subscription business accounted for 72% and 18% of Peloton's top line in the first half of fiscal 2021. In terms of geographical sales mix, Peloton generated 95% of the company's 1H FY 2021 sales from North America, with other international markets contributing the remaining 5% of its revenue over the same period.\nWhy Did Peloton Stock Drop?\n2020 was a great year for Peloton Interactive, Inc in terms of stock price performance, as the company's share price surged by +434% from $28.40 as of December 31, 2019 to $151.72 as of December 31, 2020. The same can't be said of 2021, as PTON's last traded price of $107.75 as of April 19, 2021 represents a year-to-date decline of -29%.\nPeloton's stock price has dropped significantly in 2021 year-to-date for a number of reasons.\nFirstly, investors are concerned that Work-From-Home or WFH tailwinds for Peloton will ease once the coronavirus pandemic wanes. Peloton has been a key beneficiary of an increasing number of people working and exercising at home due to COVID-19, but there is no certainty that such trends will persist post-pandemic. Based on data from Bloomberg's COVID Vaccine Tracker, 25.7% of the US population has already been fully vaccinated, while 39.9% of the people in the country have at least been administrated a single dose of the COVID-19 vaccine.\nIn other words, the market is worried about more people returning to offices and exercising at gyms again and its impact on PTON's future performance. In response, Peloton stressed at the JMP Securities Technology Conference on March 1, 2021 that exercising at home \"is a trend that's here to stay\" and \"COVID just accelerated that trend.\" The company also added that \"people have found a way not only to replicate exercising outside of the home, but enjoy it more and perhaps are doing even more than they were even pre-pandemic\", based on its analysis of members' data.\nNevertheless, it remains a significant unknown as to how consumers' behaviors will change and evolve post-pandemic.\nSecondly, Peloton has faced challenges in converting all of the consumer demand for its Connected Fitness products into actual sales.\nAt the company's 2Q FY 2021 results briefing on February 4, 2021, Peloton acknowledged that \"our delivery wait times remain elevated.\" It also highlighted that \"West Coast port delays and COVID-related delivery challenges\" resulted in longer-than-expected \"order to delivery wait times\" and \"forced us to reschedule many deliveries.\"\nBut Peloton is actively trying to address these issues. On April 1, 2021, Peloton disclosed that it had completed the acquisition of Precor, which it refers to as \"one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing presence.\" This should help to ease Peloton's production capacity issues. Also, Peloton has also committed to an additional investment of $100 million with the aim of restoring delivery wait times to normalized levels by end of FY 2021 (June 30, 2022) at the latest.\nThe key concerns here are that this could result in significant customer dissatisfaction and also lead investors to turn to other alternative options such as going back to the gyms (if possible) or buying other competing home fitness products.\nThirdly, Peloton's stock price has been affected by product safety issues raised by the Consumer Product Safety Commission or CPSC.\nThe CSPC published a press release on April 17, 2021 \"warning consumers about the danger of popular Peloton Tread+ exercise machine after multiple incidents of small children and a pet being injured beneath the machines.\" Peloton has responded with a media release of its own on the same day, stating that the CSPC press release is \"inaccurate and misleading\". The company also emphasized that \"there is no reason to stop using the Tread+, as long as all warnings and safety instructions are followed.\"\nPeloton's share price fell by -7% from $116.21 as of April 16, 2021 to $107.75 as of April 19, 2021 following CSPC's press release and Peloton's response. The company has an incredible brand and a strong following as evidenced by some of its fans having Peloton tattoos, so it might take more than a warning from the CSPC to hurt its future sales. However, it is worth following the developments relating to this matter on product safety issues to evaluate any potential damage to Peloton's brand.\nIn a nutshell, the most important issue for long-term investors in Peloton is how consumers' attitudes towards home fitness & exercise will change post-COVID, which will affect the company's future growth runway. On the other hand, product delivery bottlenecks should be resolved in time to come, while the product safety concerns could blow over soon as well.\nHow Is Peloton Doing Financially?\nPeloton Interactive, Inc reported its most recent 2Q FY 2021 financial results (October 1, 2020 to December 31, 2020 period) on February 4, 2021. The company's financial performance in the second quarter of the current fiscal year was above market expectations.\nPTON's revenue rose by +128% YoY from $466 million in 2Q FY 2020 to $1,065 million in 2Q FY 2021, which was approximately +3% better that what Wall Street had expected. This was driven by a +124% YoY increase in Connected Fitness product sales and a +153% YoY growth in subscription revenue. The company also reversed from a net loss per share of -$0.20 in 2Q FY 2020 to a positive earnings per share of $0.18 in 2Q FY 2021. This was more than double the sell-side analysts' quarterly consensus earnings estimate of $0.08 per share.\nHowever, Peloton's share price declined by -6% from $157.53 as of February 4, 2021 to $148.30 as of February 5, 2021 post-results. The company's stock price subsequently dropped to a year-to-date low of $101.35 on March 8, 2021. This suggests that Peloton's financial performance might not be as good as what it appears on paper, if one delves deeper.\nNotably, Peloton's YoY revenue growth narrowed significantly from +232% YoY in 1Q FY 2021 and +172% YoY in 4Q FY 2020 to +128% in 2Q FY 2021. PTON is guiding for $1.10 billion in revenue for 3Q FY 2021, which translates to a top line growth of +110% YoY in the next quarter. This could be attributable to both product delivery issues and demand normalization (highlighted earlier), but there is no escaping the fact that Peloton's revenue growth is slowing.\nIn terms of operating metrics, it is noteworthy that the average workouts per month per subscribers for PTON has stabilized at 20.7 and 21.1 for 1Q FY 2021 and 2Q FY 2021 respectively. In comparison, Peloton's average workouts per month per subscribers jumped from 17.7 in 3Q FY 2020 to 24.7 in 4Q FY 2020. This could be another sign that home fitness demand is starting to normalize.\nPTON Stock Analysis\nThere are a number of things that investors should like about Peloton Interactive, Inc as a business.\nOne key characteristic of PTON's business is that the company has an amazing brand. As I indicated earlier, some of Peloton's followers even have the brand's logo tattooed on their bodies, which is the clearest indication of Peloton's brand equity. Also, consulting firmProphetnamedPeloton as the second most relevant brand in the US in 2021 based ona survey of approximately 13,000 consumers. Peloton only ranked behind Apple(NASDAQ:AAPL), and it beat other household brands like Lego, Costco(NASDAQ:COST)and Amazon(NASDAQ:AMZN). Prophet's studyhighlightsthat PTON \"earns the highest score for 'connects with me emotionally' via \"its online communities and its constantly expanding variety of workouts available live and prerecorded.\"\nAnother key characteristic of Peloton's business is that it offers a compelling value proposition for consumers. A Connected Fitness subscription costs $39 per month, and the company's Connected Fitness products like bikes are priced at around a few thousand dollars ($1,895for flagship bike product) which can be paid in installments and used by all the people living together. In other words, the all-in cost of working out at home by using PTON's products and services are much cheaper than an annual individual gym membership subscription. In addition, an April 9, 2021Wall Street Journalarticlecited Credit Suisse sell-side research which suggested that \"the monthly cost\" of \"a Peloton bike with a digital membership\" for a couple is \"87% below the cost\" of \"10 SoulCycle classes a month.\" Notably, Peloton's Average Net Monthly Connected Fitness Churncalculated as\"cancellations, net of reactivations\" divided by the number of Connected Fitness subscriptions was below 1% for both FY 2020 and FY 2019.\nMoving forward, Peloton has a long growth runway ahead, considering its multiple growth drivers.\nOne growth driver is new products and cross-selling. It is telling that only3%of Peloton's Connected Fitness' subscribers have both Bike and Tread products from the company. PTONobservedat the recent earnings call that there has been a \"continued mix shift to (the new) Tread products\" andmentionedat the JMP Securities Technology Conference that \"two-product households\" are \"more engaged than people who had have 1 piece of equipment.\" Looking ahead, it is likely that Peloton can increase the proportion of its subscribers who have bought both the Bike and Tread products, and such \"two-product households\" could also be interested in more fitness courses and programs offered by the company leading to higher subscription revenue as well.\nAnother key growth driver is potential synergies associated with the acquisition of Precor highlighted above. Although Peloton has a significant US consumer presence, it is not as strong in commercial and international markets, and Precor could help to fill in the gap. In the company's earlier press release announcing the Precor acquisition, Pelotonnotednew growth opportunities in channels like \"hotels, multifamily residences, and college and corporate campuses.\" Also, while Peloton generated 95% of its 1H FY 2021 revenue from North America as highlighted earlier, Precor hasa presencein \"90 countries around the world.\" PTON has already expanded into the UK and Canada, but there is a lot of room for further overseas expansion.\nOn the flip side, the huge growth potential of the home fitness market inevitably attracts competition. One key competitor isMirrorreferred to as an \"interactive smart gym\" enabled by \"advanced camera technology and machine learning\", The Mirror is , which Lululemon(NASDAQ:LULU)acquired inmid-2020. Another one of Peloton's key competitors isTonal, which calls itself \"an all-in-one machine\" combining \"fitness and strength training with patented digital weight, machine learning, and expert coaching.\" Tonal has raised$450 millionin cumulative funding since its launch, and one of its notable investors include Amazon’s Alexa Fund.\nWhile I acknowledge that Peloton has a strong brand, the competitive landscape in the home fitness industry is still relatively unsettled. The market is growing, and one can't rule out more new entrants. More importantly, customer switching costs (i.e. a few thousand dollars for the Connected Fitness products) might not be sufficient to prevent consumers from switching to new products and other alternatives.\nShould You Buy Peloton Stock?\nI see Peloton stock as a HOLD, rather than a BUY. While Peloton is a good company, it is not a good investment as it stands now. PTON's valuations are rather rich, considering that the company still generates more than 80% of its sales from products, rather than digital subscriptions.\nThe market values Peloton at 7.3 times consensus forward FY 2021 Enterprise Value-to-Revenue and 5.3 times consensus forward FY 2022 Enterprise Value-to-Revenue. The stock also trades at consensus forward FY 2021 and FY 2022 EV/EBITDA multiples of 91.8 times and 50.9 times, respectively.\nNone of Peloton's direct peers are listed on a stand-alone basis, which makes peer valuation comparison challenging. PTON is much more expensive than its fitness peers based on forward EV/EBITDA multiples, although there is a significant divergence in Enterprise Value-to-Revenue ratios for the peer group.\nPeloton's Peer Valuation Comparison\nSource: Author\nI have sourced the consensus numbers referenced in this article from S&P Capital IQ.\nPeloton's key risk factors are a more significant normalization of home fitness demand post-COVID than earlier anticipated, further negative news flow relating to product safety issues, and stiffer-than-expected competition from rivals in the home fitness industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}