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KH77

KH77

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2021-12-04

Collect more !

Sea Ltd stock dropped 6% while Grab rallied nearly 3%

2021-11-30

Agreed.

Better Semiconductor Stock: Nvidia or AMD

2021-09-19

Buy buy Low

@oldwen:Opportunity in the Alibaba Crisis

2021-09-17

Run men!

@话题虎:澳门或将修改博彩法：博彩股全线暴跌！

2021-09-16

Go men!

Apple's iPhone 13 secret weapon is, surprisingly, its price

2021-09-16

Great!

Texas Instruments hikes dividend 13%, more than half of free cashflow paid to stockholders

2021-08-11

Tesla, Jia you!

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2021-08-11

Tesla, Jia you!

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2021-08-09

Moving in right direction

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2021-07-20

What about sliver?

Gold Up, Boosted by Ongoing COVID-19 Worries

2021-07-13

Agreed man!

3 Great Reasons to Buy Netflix

2021-07-10

My guess is Tesla.

Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.

2021-07-09

Down for 3 days before reversing the trend?

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2021-06-26

As subscribers, we re contributing to this!

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2021-06-26

Yes, yes, yes!

Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-06-26

Yes, yes, yes!

Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-06-16

Agreed at this time of the year.

If You Like Dividends, You Should Love These 3 Stocks

2021-05-04

Well thought.

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more !","listText":"Collect more !","text":"Collect more !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608086853","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056398,"gmtCreate":1638226993516,"gmtModify":1638226993641,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed.&nbsp;","listText":"Agreed.&nbsp;","text":"Agreed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609056398","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or AMD</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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4567":"ESG概念","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4141":"半导体产品","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887214939,"gmtCreate":1632044268121,"gmtModify":1632803151747,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Buy buy Low&nbsp;","listText":"Buy buy Low&nbsp;","text":"Buy buy Low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887214939","repostId":"885822900","repostType":1,"repost":{"id":885822900,"gmtCreate":1631778547800,"gmtModify":1631883587703,"author":{"id":"3567892239745204","authorId":"3567892239745204","name":"oldwen","avatar":"https://static.tigerbbs.com/e8efe576d361dec1e1adef581ef6cb38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567892239745204","authorIdStr":"3567892239745204"},"themes":[],"title":"Opportunity in the Alibaba Crisis","htmlText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","listText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","text":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to $Microsoft(MSFT)$, and even $Amazon.com(AMZN)$. With the apparent crisis looming over $Alibaba(BABA)$, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885822900","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884358316,"gmtCreate":1631860026035,"gmtModify":1631888698172,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Run men!","listText":"Run men!","text":"Run men!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884358316","repostId":"885150883","repostType":1,"repost":{"id":885150883,"gmtCreate":1631767431138,"gmtModify":1631770509859,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"澳门或将修改博彩法：博彩股全线暴跌！","htmlText":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中<a href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 跌超30%，<a href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 跌超27%，<a href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 跌超24%。 昨日跌幅 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和<a href=\"https://laohu8.com/S/00200\">$新濠国际发展(00200)$</a> 评级至减持； 下调<a href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 、<a href=\"https://laohu8.com/S/00880\">$澳博控股(00880)$</a> 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","listText":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中<a href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 跌超30%，<a href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 跌超27%，<a href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 跌超24%。 昨日跌幅 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和<a href=\"https://laohu8.com/S/00200\">$新濠国际发展(00200)$</a> 评级至减持； 下调<a href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 、<a href=\"https://laohu8.com/S/00880\">$澳博控股(00880)$</a> 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","text":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中$金沙中国有限公司(01928)$ 跌超30%，$永利澳门(01128)$ 跌超27%，$美高梅中国(02282)$ 跌超24%。 昨日跌幅 $摩根大通(JPM)$ 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和$新濠国际发展(00200)$ 评级至减持； 下调$银河娱乐(00027)$ 、$澳博控股(00880)$ 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","images":[{"img":"https://static.tigerbbs.com/ef874d77c572a015b77b2c9196b5dc47","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885150883","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885123270,"gmtCreate":1631766584790,"gmtModify":1631888698176,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Go men!","listText":"Go men!","text":"Go men!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885123270","repostId":"1112619991","repostType":4,"repost":{"id":"1112619991","pubTimestamp":1631762289,"share":"https://www.laohu8.com/m/news/1112619991?lang=&edition=full","pubTime":"2021-09-16 11:18","market":"us","language":"en","title":"Apple's iPhone 13 secret weapon is, surprisingly, its price","url":"https://stock-news.laohu8.com/highlight/detail?id=1112619991","media":"CNN","summary":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: f","content":"<p><b>(CNN Business)&nbsp;-&nbsp;</b>Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.</p>\n<p>But the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.</p>\n<p>Apple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.</p>\n<p>\"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"</p>\n<h3>Trade-in offers</h3>\n<p>For people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.</p>\n<p>AT&amp;T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&amp;T.)</p>\n<p>T-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.</p>\n<p>Trade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.</p>\n<p>Trade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.</p>\n<h3>Prices remain the same</h3>\n<p>Not only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.</p>\n<p>As analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf548ab0da7c8b8768f25da4cbc011b\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>The many colors of the iPhone 13</span></p>\n<p>So why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?</p>\n<p>\"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.</p>\n<p>More than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.</p>\n<h3>'Good, better, best'</h3>\n<p>When Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.</p>\n<p>The strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.</p>\n<p>Some things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.</p>\n<p>\"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"</p>\n<p>Still, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.</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>Apple's iPhone 13 secret weapon is, surprisingly, its price</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\">\nApple's iPhone 13 secret weapon is, surprisingly, its price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.\nBut the biggest -- and...</p>\n\n<a href=\"https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112619991","content_text":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.\nBut the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.\nApple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.\n\"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"\nTrade-in offers\nFor people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.\nAT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)\nT-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.\nTrade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.\nTrade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.\nPrices remain the same\nNot only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.\nAs analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"\nThe many colors of the iPhone 13\nSo why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?\n\"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.\nMore than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.\n'Good, better, best'\nWhen Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.\nThe strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.\nSome things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.\n\"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"\nStill, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885129703,"gmtCreate":1631766516902,"gmtModify":1631888698180,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885129703","repostId":"2167597500","repostType":4,"repost":{"id":"2167597500","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631763540,"share":"https://www.laohu8.com/m/news/2167597500?lang=&edition=full","pubTime":"2021-09-16 11:39","market":"us","language":"en","title":"Texas Instruments hikes dividend 13%, more than half of free cashflow paid to stockholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2167597500","media":"Dow Jones","summary":"Texas Instruments Inc. said late Wednesday its board hiked the chip maker's dividend by 13%, after a","content":"<p>Texas Instruments Inc. said late Wednesday its board hiked the chip maker's dividend by 13%, after announcing it has returned more than half of its free cashflow to shareholders over the past year.</p>\n<p>The $1.15 a share quarterly dividend, up from a previous $1.02 a share, will be payable to shareholders of record as of Nov. 1 on Nov. 15. The increase, however, is \"contingent upon formal declaration by the board of directors at its regular meeting in October,\" Texas Instruments <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> said.</p>\n<p>The company said that it has used 56% of its free cashflow to pay dividends to stockholders in the 12-month period ending in June. Back in July, Texas Instruments reported results that topped Wall Street estimates and a conservative outlook.</p>\n<p>Shares rose 0.1% after hours, following a 1.2% advance to close at $197.50. Texas Instruments' stock price has risen 40% over the past 12 months, trailing the PHLX Semiconductor Index , which has grown 56%.</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>Texas Instruments hikes dividend 13%, more than half of free cashflow paid to stockholders</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\">\nTexas Instruments hikes dividend 13%, more than half of free cashflow paid to stockholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-16 11:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Texas Instruments Inc. said late Wednesday its board hiked the chip maker's dividend by 13%, after announcing it has returned more than half of its free cashflow to shareholders over the past year.</p>\n<p>The $1.15 a share quarterly dividend, up from a previous $1.02 a share, will be payable to shareholders of record as of Nov. 1 on Nov. 15. The increase, however, is \"contingent upon formal declaration by the board of directors at its regular meeting in October,\" Texas Instruments <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> said.</p>\n<p>The company said that it has used 56% of its free cashflow to pay dividends to stockholders in the 12-month period ending in June. Back in July, Texas Instruments reported results that topped Wall Street estimates and a conservative outlook.</p>\n<p>Shares rose 0.1% after hours, following a 1.2% advance to close at $197.50. Texas Instruments' stock price has risen 40% over the past 12 months, trailing the PHLX Semiconductor Index , which has grown 56%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167597500","content_text":"Texas Instruments Inc. said late Wednesday its board hiked the chip maker's dividend by 13%, after announcing it has returned more than half of its free cashflow to shareholders over the past year.\nThe $1.15 a share quarterly dividend, up from a previous $1.02 a share, will be payable to shareholders of record as of Nov. 1 on Nov. 15. The increase, however, is \"contingent upon formal declaration by the board of directors at its regular meeting in October,\" Texas Instruments $(TXN)$ said.\nThe company said that it has used 56% of its free cashflow to pay dividends to stockholders in the 12-month period ending in June. Back in July, Texas Instruments reported results that topped Wall Street estimates and a conservative outlook.\nShares rose 0.1% after hours, following a 1.2% advance to close at $197.50. Texas Instruments' stock price has risen 40% over the past 12 months, trailing the PHLX Semiconductor Index , which has grown 56%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892653431,"gmtCreate":1628657525123,"gmtModify":1631888698182,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Tesla, Jia you!","listText":"Tesla, Jia you!","text":"Tesla, Jia you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892653431","repostId":"1189571086","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892659083,"gmtCreate":1628657392442,"gmtModify":1631888698186,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Tesla, Jia you!","listText":"Tesla, Jia you!","text":"Tesla, Jia you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892659083","repostId":"1189571086","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898066678,"gmtCreate":1628462250994,"gmtModify":1631888698188,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Moving in right direction&nbsp;","listText":"Moving in right direction&nbsp;","text":"Moving in right direction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898066678","repostId":"1196354962","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171715901,"gmtCreate":1626764055603,"gmtModify":1631888698190,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"What about sliver?","listText":"What about sliver?","text":"What about sliver?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171715901","repostId":"1101815579","repostType":4,"repost":{"id":"1101815579","pubTimestamp":1626757956,"share":"https://www.laohu8.com/m/news/1101815579?lang=&edition=full","pubTime":"2021-07-20 13:12","market":"us","language":"en","title":"Gold Up, Boosted by Ongoing COVID-19 Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1101815579","media":"investing.com","summary":"Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreak","content":"<p>Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.</p>\n<p>Gold futures&nbsp;were up 0.51% to $1,818.50 by 1:05 PM ET (5:05 AM GMT) after falling to a one-week low of $1,794.06 during the previous session.</p>\n<p>The&nbsp;dollar, which normally moves inversely to gold, inched down on Tuesday but remained near a three-and-a-half-month peak. Benchmark 10-year U.S. Treasury yields fell to near five-month lows.</p>\n<p>In Asia, the&nbsp;People's Bank of China&nbsp;also kept its July loan prime rate&nbsp;(LPR) unchanged for the fifteenth straight month, with the one-year LPR at 3.85% and the five-year LPR at 4.65%. The European Central Bank and Bank Indonesia will also hand down their respective policy decision on Thursday.</p>\n<p>Japan’s&nbsp;national core consumer price index (CPI)&nbsp;grew 0.2% year-on-year in June, the fastest annual pace in over a year, according to data released earlier in the day. The data also saidnational CPIgrowth remained unchanged at 0.3% month-on-month.</p>\n<p>On the stimulus front, U.S. Senate Democratic leader Chuck Schumer said on Monday that he would set a procedural vote on a bipartisan, $1.2 trillion infrastructure bill for Wednesday.</p>\n<p>In other precious metals, silver eased 0.1%, palladium was steady at $2,597.23, and platinum rose 0.3% to $1,077.98.</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>Gold Up, Boosted by Ongoing COVID-19 Worries</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\">\nGold Up, Boosted by Ongoing COVID-19 Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304><strong>investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.\n...</p>\n\n<a href=\"https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101815579","content_text":"Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.\nGold futures were up 0.51% to $1,818.50 by 1:05 PM ET (5:05 AM GMT) after falling to a one-week low of $1,794.06 during the previous session.\nThe dollar, which normally moves inversely to gold, inched down on Tuesday but remained near a three-and-a-half-month peak. Benchmark 10-year U.S. Treasury yields fell to near five-month lows.\nIn Asia, the People's Bank of China also kept its July loan prime rate (LPR) unchanged for the fifteenth straight month, with the one-year LPR at 3.85% and the five-year LPR at 4.65%. The European Central Bank and Bank Indonesia will also hand down their respective policy decision on Thursday.\nJapan’s national core consumer price index (CPI) grew 0.2% year-on-year in June, the fastest annual pace in over a year, according to data released earlier in the day. The data also saidnational CPIgrowth remained unchanged at 0.3% month-on-month.\nOn the stimulus front, U.S. Senate Democratic leader Chuck Schumer said on Monday that he would set a procedural vote on a bipartisan, $1.2 trillion infrastructure bill for Wednesday.\nIn other precious metals, silver eased 0.1%, palladium was steady at $2,597.23, and platinum rose 0.3% to $1,077.98.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142459905,"gmtCreate":1626170435007,"gmtModify":1631888698194,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed man!","listText":"Agreed man!","text":"Agreed man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142459905","repostId":"2150360105","repostType":4,"repost":{"id":"2150360105","pubTimestamp":1626168600,"share":"https://www.laohu8.com/m/news/2150360105?lang=&edition=full","pubTime":"2021-07-13 17:30","market":"us","language":"en","title":"3 Great Reasons to Buy Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=2150360105","media":"Motley Fool","summary":"The days of market-beating performance from this streaming leader are far from over.","content":"<p>With a stock price that has soared greater than 450% over the past five years,&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX), the leader in&nbsp;streaming entertainment, has been a big winner for investors. Co-founder and co-CEO Reed Hastings was convinced many years ago that traditional cable television would cease to be the primary form of video media consumption, and he steered his company to spearhead this movement.&nbsp;</p>\n<p>Some might be wondering whether the market-beating returns from the Los Gatos, California, company are a thing of the past. I'm here to tell you to think again.&nbsp;</p>\n<p>Here are three great reasons to buy Netflix today.&nbsp;</p>\n<h2>1. It has a big first-mover advantage</h2>\n<p>It seems like the list of streaming service providers grows longer each day. Options like Disney+, Prime Video, HBO Max, and Peacock are also vying for consumers' attention, but they all lack Netflix's first-mover advantage. This gives it a key edge that it will continue benefiting from.&nbsp;</p>\n<p>Hastings' foresight led to his company strategically borrowing capital in order to fund its growth, focusing on creating original content. He knew that once the company reached a certain size, it would be hard for rivals to compete.&nbsp;</p>\n<p>Today, Netflix has 208&nbsp;million&nbsp;subscribers worldwide, more than any of its competitors. And even more crucial is the fact that the company's massive content budget ($17&nbsp;billion in 2021) can be spread out over these customers, making it far more economical than newer entrants that have much fewer subscribers.&nbsp;</p>\n<p>The recently&nbsp;announced tie-up&nbsp;of&nbsp;<b>AT&amp;T</b>'s&nbsp;WarnerMedia&nbsp;with&nbsp;<b><a href=\"https://laohu8.com/S/DISCB\">Discovery Communications</a></b>&nbsp;is a clear example of smaller players trying to&nbsp;keep&nbsp;up.&nbsp;In order to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the winners in the streaming wars, it's absolutely necessary for a&nbsp;business&nbsp;to have scale. Netflix is&nbsp;far&nbsp;ahead in this category&nbsp;</p>\n<h2>2. It's a leader in content</h2>\n<p>Another reason Netflix is a good buy is quite simple: It offers consumers a fantastic product.&nbsp;</p>\n<p>Management has a razor-sharp focus on constantly improving the service. The company announced a price&nbsp;increase&nbsp;last October, and membership engagement (up) and churn (down) actually&nbsp;improved in the most recent quarter compared to the first quarter of 2020. Viewers see the inherent value and have no issue paying up for it.&nbsp;</p>\n<p>Netflix is now a force to be reckoned with when it comes to content production. This year, it nabbed an&nbsp;impressive&nbsp;35&nbsp;Oscar&nbsp;nominations,&nbsp;far&nbsp;more than any other studio. What's more, its shows are starting to have major cultural relevance.&nbsp;</p>\n<p>For example,&nbsp;<i>The Queen's Gambit</i>, released in October, became Netflix's biggest limited&nbsp;series&nbsp;ever. And it led to a heightened interest in the game of chess, significantly boosting sales of chess&nbsp;sets&nbsp;following the show's release.&nbsp;</p>\n<p>The French-language series&nbsp;<i>Lupin</i>, watched by&nbsp;76&nbsp;million&nbsp;member&nbsp;households in the first 28 days, spurred sales of the&nbsp;book&nbsp;it was based on, shooting it up&nbsp;<b>Amazon</b>'s best-seller list. By the way, the book was written in 1907!&nbsp;</p>\n<p>A&nbsp;deal with Amblin Partners, Steven Spielberg's&nbsp;production&nbsp;company, will only bolster Netflix's prowess at content creation. The legendary director and his firm will produce multiple feature films for Netflix over the coming years.&nbsp;</p>\n<h2>3. It has ample new revenue opportunities</h2>\n<p>And lastly, Netflix's valuable intellectual property has afforded it the ability to seek out new revenue sources. This is a positive for investors, as it demonstrates the optionality the&nbsp;business&nbsp;possesses.&nbsp;</p>\n<p>In May, it was rumored that the company was looking to hire a video gaming executive, with ambitions to enter this entertainment category, possibly in 2022. Potentially mimicking a subscription service like <b>Apple</b>&nbsp;Arcade, Netflix wants to drive more interaction with its customers.&nbsp;</p>\n<p>It also launched an online store, netflix.shop, to sell high-quality and limited-edition merchandise based on its popular shows and movies. The company&nbsp;plans to work with up-and-coming&nbsp;designers, with the goal being to allow its subscribers to connect more with their favorite stories.&nbsp;</p>\n<p>Don't expect this to be a meaningful driver of revenue, though. It does benefit Netflix by giving its viewers more chances to interact and engage with the business, which is the most important thing.&nbsp;</p>\n<p>Netflix has long been a winning stock, and the three reasons I outlined above should propel the company even further over the next decade as it continues its dominance of the burgeoning streaming industry.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Reasons to Buy Netflix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Great Reasons to Buy Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a stock price that has soared greater than 450% over the past five years, Netflix (NASDAQ:NFLX), the leader in streaming entertainment, has been a big winner for investors. Co-founder and co-CEO ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150360105","content_text":"With a stock price that has soared greater than 450% over the past five years, Netflix (NASDAQ:NFLX), the leader in streaming entertainment, has been a big winner for investors. Co-founder and co-CEO Reed Hastings was convinced many years ago that traditional cable television would cease to be the primary form of video media consumption, and he steered his company to spearhead this movement. \nSome might be wondering whether the market-beating returns from the Los Gatos, California, company are a thing of the past. I'm here to tell you to think again. \nHere are three great reasons to buy Netflix today. \n1. It has a big first-mover advantage\nIt seems like the list of streaming service providers grows longer each day. Options like Disney+, Prime Video, HBO Max, and Peacock are also vying for consumers' attention, but they all lack Netflix's first-mover advantage. This gives it a key edge that it will continue benefiting from. \nHastings' foresight led to his company strategically borrowing capital in order to fund its growth, focusing on creating original content. He knew that once the company reached a certain size, it would be hard for rivals to compete. \nToday, Netflix has 208 million subscribers worldwide, more than any of its competitors. And even more crucial is the fact that the company's massive content budget ($17 billion in 2021) can be spread out over these customers, making it far more economical than newer entrants that have much fewer subscribers. \nThe recently announced tie-up of AT&T's WarnerMedia with Discovery Communications is a clear example of smaller players trying to keep up. In order to be one of the winners in the streaming wars, it's absolutely necessary for a business to have scale. Netflix is far ahead in this category \n2. It's a leader in content\nAnother reason Netflix is a good buy is quite simple: It offers consumers a fantastic product. \nManagement has a razor-sharp focus on constantly improving the service. The company announced a price increase last October, and membership engagement (up) and churn (down) actually improved in the most recent quarter compared to the first quarter of 2020. Viewers see the inherent value and have no issue paying up for it. \nNetflix is now a force to be reckoned with when it comes to content production. This year, it nabbed an impressive 35 Oscar nominations, far more than any other studio. What's more, its shows are starting to have major cultural relevance. \nFor example, The Queen's Gambit, released in October, became Netflix's biggest limited series ever. And it led to a heightened interest in the game of chess, significantly boosting sales of chess sets following the show's release. \nThe French-language series Lupin, watched by 76 million member households in the first 28 days, spurred sales of the book it was based on, shooting it up Amazon's best-seller list. By the way, the book was written in 1907! \nA deal with Amblin Partners, Steven Spielberg's production company, will only bolster Netflix's prowess at content creation. The legendary director and his firm will produce multiple feature films for Netflix over the coming years. \n3. It has ample new revenue opportunities\nAnd lastly, Netflix's valuable intellectual property has afforded it the ability to seek out new revenue sources. This is a positive for investors, as it demonstrates the optionality the business possesses. \nIn May, it was rumored that the company was looking to hire a video gaming executive, with ambitions to enter this entertainment category, possibly in 2022. Potentially mimicking a subscription service like Apple Arcade, Netflix wants to drive more interaction with its customers. \nIt also launched an online store, netflix.shop, to sell high-quality and limited-edition merchandise based on its popular shows and movies. The company plans to work with up-and-coming designers, with the goal being to allow its subscribers to connect more with their favorite stories. \nDon't expect this to be a meaningful driver of revenue, though. It does benefit Netflix by giving its viewers more chances to interact and engage with the business, which is the most important thing. \nNetflix has long been a winning stock, and the three reasons I outlined above should propel the company even further over the next decade as it continues its dominance of the burgeoning streaming industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148069084,"gmtCreate":1625901604148,"gmtModify":1631888698197,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"My guess is Tesla.&nbsp;","listText":"My guess is Tesla.&nbsp;","text":"My guess is Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148069084","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","pubTimestamp":1625876446,"share":"https://www.laohu8.com/m/news/1177397700?lang=&edition=full","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</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>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","V":"Visa","WMT":"沃尔玛","BABA":"阿里巴巴","UNH":"联合健康","JPM":"摩根大通","TSLA":"特斯拉","GOOGL":"谷歌A","NVDA":"英伟达","TSM":"台积电","AMZN":"亚马逊","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143126264,"gmtCreate":1625783697758,"gmtModify":1631888698203,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Down for 3 days before reversing the trend?","listText":"Down for 3 days before reversing the trend?","text":"Down for 3 days before reversing the trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143126264","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125678481,"gmtCreate":1624673261543,"gmtModify":1631891733727,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"As subscribers, we re contributing to this!","listText":"As subscribers, we re contributing to this!","text":"As subscribers, we re contributing to this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125678481","repostId":"2146026425","repostType":4,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125643278,"gmtCreate":1624672960994,"gmtModify":1631891733737,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Yes, yes, yes!","listText":"Yes, yes, yes!","text":"Yes, yes, yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125643278","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125643077,"gmtCreate":1624672946499,"gmtModify":1631891733749,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Yes, yes, yes!","listText":"Yes, yes, yes!","text":"Yes, yes, yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125643077","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169346733,"gmtCreate":1623818820322,"gmtModify":1631891733763,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed at this time of the year.&nbsp;","listText":"Agreed at this time of the year.&nbsp;","text":"Agreed at this time of the year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169346733","repostId":"2143975182","repostType":4,"repost":{"id":"2143975182","pubTimestamp":1623813473,"share":"https://www.laohu8.com/m/news/2143975182?lang=&edition=full","pubTime":"2021-06-16 11:17","market":"us","language":"en","title":"If You Like Dividends, You Should Love These 3 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2143975182","media":"Motley Fool","summary":"Their simple, proven business models equip these stalwart companies to fund their payouts in almost any environment.","content":"<p>Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the coronavirus contagion, inflation is popping up in a big way in certain areas. And while we don't know what the future holds, it certainly seems as if several growth-first companies have become a bit riskier as investments than they were just a few months back.</p>\n<p>With this in mind, here's a rundown of three great all-weather dividend stocks that should be able to push through whatever economic headwind awaits on the horizon. In no particular order...</p>\n<h2>1. JPMorgan Chase &amp; Co.</h2>\n<p><b>Dividend yield: 2.2%</b></p>\n<p><b>JPMorgan Chase</b>'s (NYSE:JPM) current yield of 2.2% is healthy, but it's hardly head-turning. Income-seeking investors could certainly find names with bigger payouts right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7177164a17e3f0ea9b7f34f50305791\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>But there's an important detail that's not evident in the yield alone. That's the rate at which the company <i>raises</i> its dividend. Over the course of the past 10 years, JPMorgan's quarterly payout has improved from $0.25 to $0.90 per share, growing at an annualized clip of 13.7%. That's huge.</p>\n<p>Be aware that this diversified banking and finance name trimmed its dividend pretty significantly in the wake of the subprime mortgage meltdown, and could certainly do so again should the company find itself in similar circumstances. After all, about half of its revenue is ultimately linked to interest rates.</p>\n<p>Even with inflationary pressures rising, however, a recreation of those unusual underpinnings isn't very likely. Then, interest rates were peeling back from above-average highs, sapping loan margins in addition to piling on costs linked to soured loans. Now, conversely, rates are hovering near record lows and poised to rise in a way that actually makes lending more profitable. A recession curbs the demand for loans, but shouldn't outright kill that demand unless economic weakness turns downright cataclysmic. In the meantime, the other half of JPMorgan's business comes from things like asset management, credit cards, investment banking, and even consumer banking. These businesses are pretty resilient even if they don't exactly thrive in a lethargic environment.</p>\n<h2>2. Hewlett Packard Enterprise</h2>\n<p><b>Dividend yield: 3.1%</b></p>\n<p>Would it surprise you to know that technology company <b>Hewlett Packard Enterprise</b> (NYSE:HPE) is a dividend stock? Well, it is, and a good <a href=\"https://laohu8.com/S/AONE\">one</a> too. Sure, you can find higher yields, but they're not easy to find within the tech sector.</p>\n<p>This company is, of course, the business and enterprise-facing half of the 2016 split of what used to just be known as Hewlett Packard, with the other consumer-facing half going its separate way. Then in 2017, Hewlett Packard Enterprise spun off its services business to merge it with Computer Sciences Corp., further narrowing its portfolio.</p>\n<p>They've been smart moves. A tighter focus on each organization's core customer has ultimately produced greater success than was being achieved as a bigger, broader outfit.</p>\n<p>That's not always been easy to see, granted. Revenue and earnings have been just as apt to fall as to rise since the company as we know it today first took shape. The thing is, even after adjusting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-off, non-operating expenses, Hewlett Packard Enterprise has never really struggled to make its quarterly dividend payment. The current annualized payout of $0.48 per share is only a fraction of the $1.88 (give or take a few cents) per share the company expects to report on a non-GAAP earnings basis for the current fiscal year.</p>\n<p>Hewlett Packard Enterprise may not be a major growth machine, but surprisingly enough, it's evolving into a picture of consistent progress as the cloud computing and edge computing markets mature.</p>\n<h2>3. The Coca-Cola Company</h2>\n<p><b>Dividend yield: 3%</b></p>\n<p>Finally, add<b> Coca-Cola</b> (NYSE:KO) to your shortlist of dividend stocks to consider adding to your portfolio.</p>\n<p>Like most other consumer-oriented companies, Coca-Cola's been crimped by the coronavirus pandemic. Its challenges were more logistical in their nature than linked to a lack of demand. The ultimate impact is the same though. Last year's top line tumbled 11%, clipping earnings by a similar degree.</p>\n<p>Yes, the beverage behemoth will work its way out of the pandemic-prompted slump. As fellow Fool writer Parkev Tatevosian points out, Coca-Cola is apt to gain lost market share as the world reopens for business since consumers are more likely to drink a Coke outside of their home than they are within it.</p>\n<p>That's not necessarily the top reason to step into this trade while the yield's at a respectable 3%, however. More compelling is the fact that the noise -- and impact -- of the pandemic obscured the upside of moves that Coca-Cola has been making since 2014, and in a big way since 2017. Simply put, Coke has been stepping back from the bottling business by selling bottling operations back to franchisees so it can focus more on licensing. This diminishes revenue, but in that franchising and licensing is a (much) higher-margin business, the end result is greater overall profits.</p>\n<p>This new and improved fiscal profile was just starting to come into view in 2020 when COVID-19 wrecked it. With the end of the pandemic in sight though, investors may be surprised to see just how well-suited Coca-Cola is for funding dividend payments.</p>\n<p>Then, of course, there's the fact that Coke hasn't failed to raise its dividend for 59 consecutive years now, putting it near the very top for longevity honors among all the Dividend Aristocrats.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Like Dividends, You Should Love These 3 Stocks</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\">\nIf You Like Dividends, You Should Love These 3 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","KO":"可口可乐","JPM":"摩根大通"},"source_url":"https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143975182","content_text":"Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the coronavirus contagion, inflation is popping up in a big way in certain areas. And while we don't know what the future holds, it certainly seems as if several growth-first companies have become a bit riskier as investments than they were just a few months back.\nWith this in mind, here's a rundown of three great all-weather dividend stocks that should be able to push through whatever economic headwind awaits on the horizon. In no particular order...\n1. JPMorgan Chase & Co.\nDividend yield: 2.2%\nJPMorgan Chase's (NYSE:JPM) current yield of 2.2% is healthy, but it's hardly head-turning. Income-seeking investors could certainly find names with bigger payouts right now.\nImage source: Getty Images.\nBut there's an important detail that's not evident in the yield alone. That's the rate at which the company raises its dividend. Over the course of the past 10 years, JPMorgan's quarterly payout has improved from $0.25 to $0.90 per share, growing at an annualized clip of 13.7%. That's huge.\nBe aware that this diversified banking and finance name trimmed its dividend pretty significantly in the wake of the subprime mortgage meltdown, and could certainly do so again should the company find itself in similar circumstances. After all, about half of its revenue is ultimately linked to interest rates.\nEven with inflationary pressures rising, however, a recreation of those unusual underpinnings isn't very likely. Then, interest rates were peeling back from above-average highs, sapping loan margins in addition to piling on costs linked to soured loans. Now, conversely, rates are hovering near record lows and poised to rise in a way that actually makes lending more profitable. A recession curbs the demand for loans, but shouldn't outright kill that demand unless economic weakness turns downright cataclysmic. In the meantime, the other half of JPMorgan's business comes from things like asset management, credit cards, investment banking, and even consumer banking. These businesses are pretty resilient even if they don't exactly thrive in a lethargic environment.\n2. Hewlett Packard Enterprise\nDividend yield: 3.1%\nWould it surprise you to know that technology company Hewlett Packard Enterprise (NYSE:HPE) is a dividend stock? Well, it is, and a good one too. Sure, you can find higher yields, but they're not easy to find within the tech sector.\nThis company is, of course, the business and enterprise-facing half of the 2016 split of what used to just be known as Hewlett Packard, with the other consumer-facing half going its separate way. Then in 2017, Hewlett Packard Enterprise spun off its services business to merge it with Computer Sciences Corp., further narrowing its portfolio.\nThey've been smart moves. A tighter focus on each organization's core customer has ultimately produced greater success than was being achieved as a bigger, broader outfit.\nThat's not always been easy to see, granted. Revenue and earnings have been just as apt to fall as to rise since the company as we know it today first took shape. The thing is, even after adjusting for one-off, non-operating expenses, Hewlett Packard Enterprise has never really struggled to make its quarterly dividend payment. The current annualized payout of $0.48 per share is only a fraction of the $1.88 (give or take a few cents) per share the company expects to report on a non-GAAP earnings basis for the current fiscal year.\nHewlett Packard Enterprise may not be a major growth machine, but surprisingly enough, it's evolving into a picture of consistent progress as the cloud computing and edge computing markets mature.\n3. The Coca-Cola Company\nDividend yield: 3%\nFinally, add Coca-Cola (NYSE:KO) to your shortlist of dividend stocks to consider adding to your portfolio.\nLike most other consumer-oriented companies, Coca-Cola's been crimped by the coronavirus pandemic. Its challenges were more logistical in their nature than linked to a lack of demand. The ultimate impact is the same though. Last year's top line tumbled 11%, clipping earnings by a similar degree.\nYes, the beverage behemoth will work its way out of the pandemic-prompted slump. As fellow Fool writer Parkev Tatevosian points out, Coca-Cola is apt to gain lost market share as the world reopens for business since consumers are more likely to drink a Coke outside of their home than they are within it.\nThat's not necessarily the top reason to step into this trade while the yield's at a respectable 3%, however. More compelling is the fact that the noise -- and impact -- of the pandemic obscured the upside of moves that Coca-Cola has been making since 2014, and in a big way since 2017. Simply put, Coke has been stepping back from the bottling business by selling bottling operations back to franchisees so it can focus more on licensing. This diminishes revenue, but in that franchising and licensing is a (much) higher-margin business, the end result is greater overall profits.\nThis new and improved fiscal profile was just starting to come into view in 2020 when COVID-19 wrecked it. With the end of the pandemic in sight though, investors may be surprised to see just how well-suited Coca-Cola is for funding dividend payments.\nThen, of course, there's the fact that Coke hasn't failed to raise its dividend for 59 consecutive years now, putting it near the very top for longevity honors among all the Dividend Aristocrats.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106668332,"gmtCreate":1620112750326,"gmtModify":1631891733775,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Well thought.","listText":"Well thought.","text":"Well thought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106668332","repostId":"1103003554","repostType":4,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892659083,"gmtCreate":1628657392442,"gmtModify":1631888698186,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Tesla, Jia you!","listText":"Tesla, Jia you!","text":"Tesla, Jia you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892659083","repostId":"1189571086","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892653431,"gmtCreate":1628657525123,"gmtModify":1631888698182,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Tesla, Jia you!","listText":"Tesla, Jia you!","text":"Tesla, Jia you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892653431","repostId":"1189571086","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142459905,"gmtCreate":1626170435007,"gmtModify":1631888698194,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed man!","listText":"Agreed man!","text":"Agreed man!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142459905","repostId":"2150360105","repostType":4,"repost":{"id":"2150360105","pubTimestamp":1626168600,"share":"https://www.laohu8.com/m/news/2150360105?lang=&edition=full","pubTime":"2021-07-13 17:30","market":"us","language":"en","title":"3 Great Reasons to Buy Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=2150360105","media":"Motley Fool","summary":"The days of market-beating performance from this streaming leader are far from over.","content":"<p>With a stock price that has soared greater than 450% over the past five years,&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX), the leader in&nbsp;streaming entertainment, has been a big winner for investors. Co-founder and co-CEO Reed Hastings was convinced many years ago that traditional cable television would cease to be the primary form of video media consumption, and he steered his company to spearhead this movement.&nbsp;</p>\n<p>Some might be wondering whether the market-beating returns from the Los Gatos, California, company are a thing of the past. I'm here to tell you to think again.&nbsp;</p>\n<p>Here are three great reasons to buy Netflix today.&nbsp;</p>\n<h2>1. It has a big first-mover advantage</h2>\n<p>It seems like the list of streaming service providers grows longer each day. Options like Disney+, Prime Video, HBO Max, and Peacock are also vying for consumers' attention, but they all lack Netflix's first-mover advantage. This gives it a key edge that it will continue benefiting from.&nbsp;</p>\n<p>Hastings' foresight led to his company strategically borrowing capital in order to fund its growth, focusing on creating original content. He knew that once the company reached a certain size, it would be hard for rivals to compete.&nbsp;</p>\n<p>Today, Netflix has 208&nbsp;million&nbsp;subscribers worldwide, more than any of its competitors. And even more crucial is the fact that the company's massive content budget ($17&nbsp;billion in 2021) can be spread out over these customers, making it far more economical than newer entrants that have much fewer subscribers.&nbsp;</p>\n<p>The recently&nbsp;announced tie-up&nbsp;of&nbsp;<b>AT&amp;T</b>'s&nbsp;WarnerMedia&nbsp;with&nbsp;<b><a href=\"https://laohu8.com/S/DISCB\">Discovery Communications</a></b>&nbsp;is a clear example of smaller players trying to&nbsp;keep&nbsp;up.&nbsp;In order to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the winners in the streaming wars, it's absolutely necessary for a&nbsp;business&nbsp;to have scale. Netflix is&nbsp;far&nbsp;ahead in this category&nbsp;</p>\n<h2>2. It's a leader in content</h2>\n<p>Another reason Netflix is a good buy is quite simple: It offers consumers a fantastic product.&nbsp;</p>\n<p>Management has a razor-sharp focus on constantly improving the service. The company announced a price&nbsp;increase&nbsp;last October, and membership engagement (up) and churn (down) actually&nbsp;improved in the most recent quarter compared to the first quarter of 2020. Viewers see the inherent value and have no issue paying up for it.&nbsp;</p>\n<p>Netflix is now a force to be reckoned with when it comes to content production. This year, it nabbed an&nbsp;impressive&nbsp;35&nbsp;Oscar&nbsp;nominations,&nbsp;far&nbsp;more than any other studio. What's more, its shows are starting to have major cultural relevance.&nbsp;</p>\n<p>For example,&nbsp;<i>The Queen's Gambit</i>, released in October, became Netflix's biggest limited&nbsp;series&nbsp;ever. And it led to a heightened interest in the game of chess, significantly boosting sales of chess&nbsp;sets&nbsp;following the show's release.&nbsp;</p>\n<p>The French-language series&nbsp;<i>Lupin</i>, watched by&nbsp;76&nbsp;million&nbsp;member&nbsp;households in the first 28 days, spurred sales of the&nbsp;book&nbsp;it was based on, shooting it up&nbsp;<b>Amazon</b>'s best-seller list. By the way, the book was written in 1907!&nbsp;</p>\n<p>A&nbsp;deal with Amblin Partners, Steven Spielberg's&nbsp;production&nbsp;company, will only bolster Netflix's prowess at content creation. The legendary director and his firm will produce multiple feature films for Netflix over the coming years.&nbsp;</p>\n<h2>3. It has ample new revenue opportunities</h2>\n<p>And lastly, Netflix's valuable intellectual property has afforded it the ability to seek out new revenue sources. This is a positive for investors, as it demonstrates the optionality the&nbsp;business&nbsp;possesses.&nbsp;</p>\n<p>In May, it was rumored that the company was looking to hire a video gaming executive, with ambitions to enter this entertainment category, possibly in 2022. Potentially mimicking a subscription service like <b>Apple</b>&nbsp;Arcade, Netflix wants to drive more interaction with its customers.&nbsp;</p>\n<p>It also launched an online store, netflix.shop, to sell high-quality and limited-edition merchandise based on its popular shows and movies. The company&nbsp;plans to work with up-and-coming&nbsp;designers, with the goal being to allow its subscribers to connect more with their favorite stories.&nbsp;</p>\n<p>Don't expect this to be a meaningful driver of revenue, though. It does benefit Netflix by giving its viewers more chances to interact and engage with the business, which is the most important thing.&nbsp;</p>\n<p>Netflix has long been a winning stock, and the three reasons I outlined above should propel the company even further over the next decade as it continues its dominance of the burgeoning streaming industry.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Reasons to Buy Netflix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Great Reasons to Buy Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a stock price that has soared greater than 450% over the past five years, Netflix (NASDAQ:NFLX), the leader in streaming entertainment, has been a big winner for investors. Co-founder and co-CEO ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fool.com/investing/2021/07/12/3-great-reasons-to-buy-netflix/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150360105","content_text":"With a stock price that has soared greater than 450% over the past five years, Netflix (NASDAQ:NFLX), the leader in streaming entertainment, has been a big winner for investors. Co-founder and co-CEO Reed Hastings was convinced many years ago that traditional cable television would cease to be the primary form of video media consumption, and he steered his company to spearhead this movement. \nSome might be wondering whether the market-beating returns from the Los Gatos, California, company are a thing of the past. I'm here to tell you to think again. \nHere are three great reasons to buy Netflix today. \n1. It has a big first-mover advantage\nIt seems like the list of streaming service providers grows longer each day. Options like Disney+, Prime Video, HBO Max, and Peacock are also vying for consumers' attention, but they all lack Netflix's first-mover advantage. This gives it a key edge that it will continue benefiting from. \nHastings' foresight led to his company strategically borrowing capital in order to fund its growth, focusing on creating original content. He knew that once the company reached a certain size, it would be hard for rivals to compete. \nToday, Netflix has 208 million subscribers worldwide, more than any of its competitors. And even more crucial is the fact that the company's massive content budget ($17 billion in 2021) can be spread out over these customers, making it far more economical than newer entrants that have much fewer subscribers. \nThe recently announced tie-up of AT&T's WarnerMedia with Discovery Communications is a clear example of smaller players trying to keep up. In order to be one of the winners in the streaming wars, it's absolutely necessary for a business to have scale. Netflix is far ahead in this category \n2. It's a leader in content\nAnother reason Netflix is a good buy is quite simple: It offers consumers a fantastic product. \nManagement has a razor-sharp focus on constantly improving the service. The company announced a price increase last October, and membership engagement (up) and churn (down) actually improved in the most recent quarter compared to the first quarter of 2020. Viewers see the inherent value and have no issue paying up for it. \nNetflix is now a force to be reckoned with when it comes to content production. This year, it nabbed an impressive 35 Oscar nominations, far more than any other studio. What's more, its shows are starting to have major cultural relevance. \nFor example, The Queen's Gambit, released in October, became Netflix's biggest limited series ever. And it led to a heightened interest in the game of chess, significantly boosting sales of chess sets following the show's release. \nThe French-language series Lupin, watched by 76 million member households in the first 28 days, spurred sales of the book it was based on, shooting it up Amazon's best-seller list. By the way, the book was written in 1907! \nA deal with Amblin Partners, Steven Spielberg's production company, will only bolster Netflix's prowess at content creation. The legendary director and his firm will produce multiple feature films for Netflix over the coming years. \n3. It has ample new revenue opportunities\nAnd lastly, Netflix's valuable intellectual property has afforded it the ability to seek out new revenue sources. This is a positive for investors, as it demonstrates the optionality the business possesses. \nIn May, it was rumored that the company was looking to hire a video gaming executive, with ambitions to enter this entertainment category, possibly in 2022. Potentially mimicking a subscription service like Apple Arcade, Netflix wants to drive more interaction with its customers. \nIt also launched an online store, netflix.shop, to sell high-quality and limited-edition merchandise based on its popular shows and movies. The company plans to work with up-and-coming designers, with the goal being to allow its subscribers to connect more with their favorite stories. \nDon't expect this to be a meaningful driver of revenue, though. It does benefit Netflix by giving its viewers more chances to interact and engage with the business, which is the most important thing. \nNetflix has long been a winning stock, and the three reasons I outlined above should propel the company even further over the next decade as it continues its dominance of the burgeoning streaming industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143126264,"gmtCreate":1625783697758,"gmtModify":1631888698203,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Down for 3 days before reversing the trend?","listText":"Down for 3 days before reversing the trend?","text":"Down for 3 days before reversing the trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143126264","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125678481,"gmtCreate":1624673261543,"gmtModify":1631891733727,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"As subscribers, we re contributing to this!","listText":"As subscribers, we re contributing to this!","text":"As subscribers, we re contributing to this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125678481","repostId":"2146026425","repostType":4,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608086853,"gmtCreate":1638581684994,"gmtModify":1638581684994,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Collect more !","listText":"Collect more !","text":"Collect more !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608086853","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056398,"gmtCreate":1638226993516,"gmtModify":1638226993641,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed.&nbsp;","listText":"Agreed.&nbsp;","text":"Agreed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609056398","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or AMD</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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4567":"ESG概念","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4141":"半导体产品","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148069084,"gmtCreate":1625901604148,"gmtModify":1631888698197,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"My guess is Tesla.&nbsp;","listText":"My guess is Tesla.&nbsp;","text":"My guess is Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148069084","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","pubTimestamp":1625876446,"share":"https://www.laohu8.com/m/news/1177397700?lang=&edition=full","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</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>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","V":"Visa","WMT":"沃尔玛","BABA":"阿里巴巴","UNH":"联合健康","JPM":"摩根大通","TSLA":"特斯拉","GOOGL":"谷歌A","NVDA":"英伟达","TSM":"台积电","AMZN":"亚马逊","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169346733,"gmtCreate":1623818820322,"gmtModify":1631891733763,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Agreed at this time of the year.&nbsp;","listText":"Agreed at this time of the year.&nbsp;","text":"Agreed at this time of the year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169346733","repostId":"2143975182","repostType":4,"repost":{"id":"2143975182","pubTimestamp":1623813473,"share":"https://www.laohu8.com/m/news/2143975182?lang=&edition=full","pubTime":"2021-06-16 11:17","market":"us","language":"en","title":"If You Like Dividends, You Should Love These 3 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2143975182","media":"Motley Fool","summary":"Their simple, proven business models equip these stalwart companies to fund their payouts in almost any environment.","content":"<p>Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the coronavirus contagion, inflation is popping up in a big way in certain areas. And while we don't know what the future holds, it certainly seems as if several growth-first companies have become a bit riskier as investments than they were just a few months back.</p>\n<p>With this in mind, here's a rundown of three great all-weather dividend stocks that should be able to push through whatever economic headwind awaits on the horizon. In no particular order...</p>\n<h2>1. JPMorgan Chase &amp; Co.</h2>\n<p><b>Dividend yield: 2.2%</b></p>\n<p><b>JPMorgan Chase</b>'s (NYSE:JPM) current yield of 2.2% is healthy, but it's hardly head-turning. Income-seeking investors could certainly find names with bigger payouts right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7177164a17e3f0ea9b7f34f50305791\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>But there's an important detail that's not evident in the yield alone. That's the rate at which the company <i>raises</i> its dividend. Over the course of the past 10 years, JPMorgan's quarterly payout has improved from $0.25 to $0.90 per share, growing at an annualized clip of 13.7%. That's huge.</p>\n<p>Be aware that this diversified banking and finance name trimmed its dividend pretty significantly in the wake of the subprime mortgage meltdown, and could certainly do so again should the company find itself in similar circumstances. After all, about half of its revenue is ultimately linked to interest rates.</p>\n<p>Even with inflationary pressures rising, however, a recreation of those unusual underpinnings isn't very likely. Then, interest rates were peeling back from above-average highs, sapping loan margins in addition to piling on costs linked to soured loans. Now, conversely, rates are hovering near record lows and poised to rise in a way that actually makes lending more profitable. A recession curbs the demand for loans, but shouldn't outright kill that demand unless economic weakness turns downright cataclysmic. In the meantime, the other half of JPMorgan's business comes from things like asset management, credit cards, investment banking, and even consumer banking. These businesses are pretty resilient even if they don't exactly thrive in a lethargic environment.</p>\n<h2>2. Hewlett Packard Enterprise</h2>\n<p><b>Dividend yield: 3.1%</b></p>\n<p>Would it surprise you to know that technology company <b>Hewlett Packard Enterprise</b> (NYSE:HPE) is a dividend stock? Well, it is, and a good <a href=\"https://laohu8.com/S/AONE\">one</a> too. Sure, you can find higher yields, but they're not easy to find within the tech sector.</p>\n<p>This company is, of course, the business and enterprise-facing half of the 2016 split of what used to just be known as Hewlett Packard, with the other consumer-facing half going its separate way. Then in 2017, Hewlett Packard Enterprise spun off its services business to merge it with Computer Sciences Corp., further narrowing its portfolio.</p>\n<p>They've been smart moves. A tighter focus on each organization's core customer has ultimately produced greater success than was being achieved as a bigger, broader outfit.</p>\n<p>That's not always been easy to see, granted. Revenue and earnings have been just as apt to fall as to rise since the company as we know it today first took shape. The thing is, even after adjusting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-off, non-operating expenses, Hewlett Packard Enterprise has never really struggled to make its quarterly dividend payment. The current annualized payout of $0.48 per share is only a fraction of the $1.88 (give or take a few cents) per share the company expects to report on a non-GAAP earnings basis for the current fiscal year.</p>\n<p>Hewlett Packard Enterprise may not be a major growth machine, but surprisingly enough, it's evolving into a picture of consistent progress as the cloud computing and edge computing markets mature.</p>\n<h2>3. The Coca-Cola Company</h2>\n<p><b>Dividend yield: 3%</b></p>\n<p>Finally, add<b> Coca-Cola</b> (NYSE:KO) to your shortlist of dividend stocks to consider adding to your portfolio.</p>\n<p>Like most other consumer-oriented companies, Coca-Cola's been crimped by the coronavirus pandemic. Its challenges were more logistical in their nature than linked to a lack of demand. The ultimate impact is the same though. Last year's top line tumbled 11%, clipping earnings by a similar degree.</p>\n<p>Yes, the beverage behemoth will work its way out of the pandemic-prompted slump. As fellow Fool writer Parkev Tatevosian points out, Coca-Cola is apt to gain lost market share as the world reopens for business since consumers are more likely to drink a Coke outside of their home than they are within it.</p>\n<p>That's not necessarily the top reason to step into this trade while the yield's at a respectable 3%, however. More compelling is the fact that the noise -- and impact -- of the pandemic obscured the upside of moves that Coca-Cola has been making since 2014, and in a big way since 2017. Simply put, Coke has been stepping back from the bottling business by selling bottling operations back to franchisees so it can focus more on licensing. This diminishes revenue, but in that franchising and licensing is a (much) higher-margin business, the end result is greater overall profits.</p>\n<p>This new and improved fiscal profile was just starting to come into view in 2020 when COVID-19 wrecked it. With the end of the pandemic in sight though, investors may be surprised to see just how well-suited Coca-Cola is for funding dividend payments.</p>\n<p>Then, of course, there's the fact that Coke hasn't failed to raise its dividend for 59 consecutive years now, putting it near the very top for longevity honors among all the Dividend Aristocrats.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Like Dividends, You Should Love These 3 Stocks</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\">\nIf You Like Dividends, You Should Love These 3 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","KO":"可口可乐","JPM":"摩根大通"},"source_url":"https://www.fool.com/investing/2021/06/15/if-you-like-dividends-should-love-these-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143975182","content_text":"Looking for a little more income from your investment portfolio? It may not be a bad idea given the current economic backdrop. While the global economy is coming out of a rough patch caused by the coronavirus contagion, inflation is popping up in a big way in certain areas. And while we don't know what the future holds, it certainly seems as if several growth-first companies have become a bit riskier as investments than they were just a few months back.\nWith this in mind, here's a rundown of three great all-weather dividend stocks that should be able to push through whatever economic headwind awaits on the horizon. In no particular order...\n1. JPMorgan Chase & Co.\nDividend yield: 2.2%\nJPMorgan Chase's (NYSE:JPM) current yield of 2.2% is healthy, but it's hardly head-turning. Income-seeking investors could certainly find names with bigger payouts right now.\nImage source: Getty Images.\nBut there's an important detail that's not evident in the yield alone. That's the rate at which the company raises its dividend. Over the course of the past 10 years, JPMorgan's quarterly payout has improved from $0.25 to $0.90 per share, growing at an annualized clip of 13.7%. That's huge.\nBe aware that this diversified banking and finance name trimmed its dividend pretty significantly in the wake of the subprime mortgage meltdown, and could certainly do so again should the company find itself in similar circumstances. After all, about half of its revenue is ultimately linked to interest rates.\nEven with inflationary pressures rising, however, a recreation of those unusual underpinnings isn't very likely. Then, interest rates were peeling back from above-average highs, sapping loan margins in addition to piling on costs linked to soured loans. Now, conversely, rates are hovering near record lows and poised to rise in a way that actually makes lending more profitable. A recession curbs the demand for loans, but shouldn't outright kill that demand unless economic weakness turns downright cataclysmic. In the meantime, the other half of JPMorgan's business comes from things like asset management, credit cards, investment banking, and even consumer banking. These businesses are pretty resilient even if they don't exactly thrive in a lethargic environment.\n2. Hewlett Packard Enterprise\nDividend yield: 3.1%\nWould it surprise you to know that technology company Hewlett Packard Enterprise (NYSE:HPE) is a dividend stock? Well, it is, and a good one too. Sure, you can find higher yields, but they're not easy to find within the tech sector.\nThis company is, of course, the business and enterprise-facing half of the 2016 split of what used to just be known as Hewlett Packard, with the other consumer-facing half going its separate way. Then in 2017, Hewlett Packard Enterprise spun off its services business to merge it with Computer Sciences Corp., further narrowing its portfolio.\nThey've been smart moves. A tighter focus on each organization's core customer has ultimately produced greater success than was being achieved as a bigger, broader outfit.\nThat's not always been easy to see, granted. Revenue and earnings have been just as apt to fall as to rise since the company as we know it today first took shape. The thing is, even after adjusting for one-off, non-operating expenses, Hewlett Packard Enterprise has never really struggled to make its quarterly dividend payment. The current annualized payout of $0.48 per share is only a fraction of the $1.88 (give or take a few cents) per share the company expects to report on a non-GAAP earnings basis for the current fiscal year.\nHewlett Packard Enterprise may not be a major growth machine, but surprisingly enough, it's evolving into a picture of consistent progress as the cloud computing and edge computing markets mature.\n3. The Coca-Cola Company\nDividend yield: 3%\nFinally, add Coca-Cola (NYSE:KO) to your shortlist of dividend stocks to consider adding to your portfolio.\nLike most other consumer-oriented companies, Coca-Cola's been crimped by the coronavirus pandemic. Its challenges were more logistical in their nature than linked to a lack of demand. The ultimate impact is the same though. Last year's top line tumbled 11%, clipping earnings by a similar degree.\nYes, the beverage behemoth will work its way out of the pandemic-prompted slump. As fellow Fool writer Parkev Tatevosian points out, Coca-Cola is apt to gain lost market share as the world reopens for business since consumers are more likely to drink a Coke outside of their home than they are within it.\nThat's not necessarily the top reason to step into this trade while the yield's at a respectable 3%, however. More compelling is the fact that the noise -- and impact -- of the pandemic obscured the upside of moves that Coca-Cola has been making since 2014, and in a big way since 2017. Simply put, Coke has been stepping back from the bottling business by selling bottling operations back to franchisees so it can focus more on licensing. This diminishes revenue, but in that franchising and licensing is a (much) higher-margin business, the end result is greater overall profits.\nThis new and improved fiscal profile was just starting to come into view in 2020 when COVID-19 wrecked it. With the end of the pandemic in sight though, investors may be surprised to see just how well-suited Coca-Cola is for funding dividend payments.\nThen, of course, there's the fact that Coke hasn't failed to raise its dividend for 59 consecutive years now, putting it near the very top for longevity honors among all the Dividend Aristocrats.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885129703,"gmtCreate":1631766516902,"gmtModify":1631888698180,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885129703","repostId":"2167597500","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885123270,"gmtCreate":1631766584790,"gmtModify":1631888698176,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Go men!","listText":"Go men!","text":"Go men!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885123270","repostId":"1112619991","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125643278,"gmtCreate":1624672960994,"gmtModify":1631891733737,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Yes, yes, yes!","listText":"Yes, yes, yes!","text":"Yes, yes, yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125643278","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171715901,"gmtCreate":1626764055603,"gmtModify":1631888698190,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"What about sliver?","listText":"What about sliver?","text":"What about sliver?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171715901","repostId":"1101815579","repostType":4,"repost":{"id":"1101815579","pubTimestamp":1626757956,"share":"https://www.laohu8.com/m/news/1101815579?lang=&edition=full","pubTime":"2021-07-20 13:12","market":"us","language":"en","title":"Gold Up, Boosted by Ongoing COVID-19 Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1101815579","media":"investing.com","summary":"Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreak","content":"<p>Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.</p>\n<p>Gold futures&nbsp;were up 0.51% to $1,818.50 by 1:05 PM ET (5:05 AM GMT) after falling to a one-week low of $1,794.06 during the previous session.</p>\n<p>The&nbsp;dollar, which normally moves inversely to gold, inched down on Tuesday but remained near a three-and-a-half-month peak. Benchmark 10-year U.S. Treasury yields fell to near five-month lows.</p>\n<p>In Asia, the&nbsp;People's Bank of China&nbsp;also kept its July loan prime rate&nbsp;(LPR) unchanged for the fifteenth straight month, with the one-year LPR at 3.85% and the five-year LPR at 4.65%. The European Central Bank and Bank Indonesia will also hand down their respective policy decision on Thursday.</p>\n<p>Japan’s&nbsp;national core consumer price index (CPI)&nbsp;grew 0.2% year-on-year in June, the fastest annual pace in over a year, according to data released earlier in the day. The data also saidnational CPIgrowth remained unchanged at 0.3% month-on-month.</p>\n<p>On the stimulus front, U.S. Senate Democratic leader Chuck Schumer said on Monday that he would set a procedural vote on a bipartisan, $1.2 trillion infrastructure bill for Wednesday.</p>\n<p>In other precious metals, silver eased 0.1%, palladium was steady at $2,597.23, and platinum rose 0.3% to $1,077.98.</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>Gold Up, Boosted by Ongoing COVID-19 Worries</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\">\nGold Up, Boosted by Ongoing COVID-19 Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304><strong>investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.\n...</p>\n\n<a href=\"https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investing.com/news/commodities-news/gold-up-boosted-by-ongoing-covid19-worries-2562304","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101815579","content_text":"Investing.com – Gold was up on Tuesday morning in Asia as concerns over the recent COVID-19 outbreaks involving the Delta variant in several countries also gave the safe-haven yellow metal a boost.\nGold futures were up 0.51% to $1,818.50 by 1:05 PM ET (5:05 AM GMT) after falling to a one-week low of $1,794.06 during the previous session.\nThe dollar, which normally moves inversely to gold, inched down on Tuesday but remained near a three-and-a-half-month peak. Benchmark 10-year U.S. Treasury yields fell to near five-month lows.\nIn Asia, the People's Bank of China also kept its July loan prime rate (LPR) unchanged for the fifteenth straight month, with the one-year LPR at 3.85% and the five-year LPR at 4.65%. The European Central Bank and Bank Indonesia will also hand down their respective policy decision on Thursday.\nJapan’s national core consumer price index (CPI) grew 0.2% year-on-year in June, the fastest annual pace in over a year, according to data released earlier in the day. The data also saidnational CPIgrowth remained unchanged at 0.3% month-on-month.\nOn the stimulus front, U.S. Senate Democratic leader Chuck Schumer said on Monday that he would set a procedural vote on a bipartisan, $1.2 trillion infrastructure bill for Wednesday.\nIn other precious metals, silver eased 0.1%, palladium was steady at $2,597.23, and platinum rose 0.3% to $1,077.98.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887214939,"gmtCreate":1632044268121,"gmtModify":1632803151747,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Buy buy Low&nbsp;","listText":"Buy buy Low&nbsp;","text":"Buy buy Low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887214939","repostId":"885822900","repostType":1,"repost":{"id":885822900,"gmtCreate":1631778547800,"gmtModify":1631883587703,"author":{"id":"3567892239745204","authorId":"3567892239745204","name":"oldwen","avatar":"https://static.tigerbbs.com/e8efe576d361dec1e1adef581ef6cb38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567892239745204","authorIdStr":"3567892239745204"},"themes":[],"title":"Opportunity in the Alibaba Crisis","htmlText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","listText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","text":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to $Microsoft(MSFT)$, and even $Amazon.com(AMZN)$. With the apparent crisis looming over $Alibaba(BABA)$, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885822900","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884358316,"gmtCreate":1631860026035,"gmtModify":1631888698172,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Run men!","listText":"Run men!","text":"Run men!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884358316","repostId":"885150883","repostType":1,"repost":{"id":885150883,"gmtCreate":1631767431138,"gmtModify":1631770509859,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"澳门或将修改博彩法：博彩股全线暴跌！","htmlText":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中<a href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 跌超30%，<a href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 跌超27%，<a href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 跌超24%。 昨日跌幅 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和<a href=\"https://laohu8.com/S/00200\">$新濠国际发展(00200)$</a> 评级至减持； 下调<a href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 、<a href=\"https://laohu8.com/S/00880\">$澳博控股(00880)$</a> 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","listText":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中<a href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 跌超30%，<a href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 跌超27%，<a href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 跌超24%。 昨日跌幅 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和<a href=\"https://laohu8.com/S/00200\">$新濠国际发展(00200)$</a> 评级至减持； 下调<a href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 、<a href=\"https://laohu8.com/S/00880\">$澳博控股(00880)$</a> 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","text":"9月14日，澳门举行《娱乐场幸运博彩经营法律制度》公开咨询新闻发布会，内容包括： 经营娱乐场幸运博彩的批给数量、批给期限； 增加对承批公司的监管法律要求、雇员保障； 强化对承批公司、博彩中介人及合作人的审查机制、引入政府代表； 推动非博彩元素的项目、社会责任，明确刑事责任及行政处罚制度等。 受此影响，昨日博彩股全线下跌，其中$金沙中国有限公司(01928)$ 跌超30%，$永利澳门(01128)$ 跌超27%，$美高梅中国(02282)$ 跌超24%。 昨日跌幅 $摩根大通(JPM)$ 发研报指： 政策信号表明在赌场即将更新赌牌的过程中，监管对资本管理和日常运营的【审查将更加严格】。虽然实际监管和执行水平仍是争论的焦点， 但已令投资者大为忧虑，足以令濠赌股降级。 对此： 下调永利澳门、金沙和$新濠国际发展(00200)$ 评级至减持； 下调$银河娱乐(00027)$ 、$澳博控股(00880)$ 和美高梅评级至中性。 …… 最后，大家聊一聊： 你觉得该事件，是赌博股的抄底机会？还是下跌前奏？ 精彩留言用户可获得888社区积分噢！","images":[{"img":"https://static.tigerbbs.com/ef874d77c572a015b77b2c9196b5dc47","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885150883","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898066678,"gmtCreate":1628462250994,"gmtModify":1631888698188,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Moving in right direction&nbsp;","listText":"Moving in right direction&nbsp;","text":"Moving in right direction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898066678","repostId":"1196354962","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125643077,"gmtCreate":1624672946499,"gmtModify":1631891733749,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Yes, yes, yes!","listText":"Yes, yes, yes!","text":"Yes, yes, yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125643077","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106668332,"gmtCreate":1620112750326,"gmtModify":1631891733775,"author":{"id":"3582365711530948","authorId":"3582365711530948","name":"KH77","avatar":"https://static.tigerbbs.com/b83b25155e688374b013f2af278a7ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582365711530948","authorIdStr":"3582365711530948"},"themes":[],"htmlText":"Well thought.","listText":"Well thought.","text":"Well thought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106668332","repostId":"1103003554","repostType":4,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}