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2021-07-16

I’ve sold out TSMC … yes it starts going down.

TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand

2021-07-16

The put premium is very high , not worth for buying put ….. ARKK is very volatile, best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls. Cathie is very experiance in ETF, or else you buy put ‘’ other weak shares’’ instead of ARKK, my friend advise me about it.

JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her "Bubble-Like" Ark Fund

2021-06-26

Looks not so fantastic , cash flow and revenue were negative.

Buy Boeing Stock Because ‘a Change Is Gonna Come’

2021-06-18

$Xinyi Solar(00968)$good stock

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sold out TSMC … yes it starts going down.&nbsp;","listText":"I’ve sold out TSMC … yes it starts going down.&nbsp;","text":"I’ve sold out TSMC … yes it starts going down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170532391","repostId":"1199782604","repostType":4,"repost":{"id":"1199782604","pubTimestamp":1626399408,"share":"https://www.laohu8.com/m/news/1199782604?lang=&edition=full","pubTime":"2021-07-16 09:36","market":"us","language":"en","title":"TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1199782604","media":"Bloomberg","summary":"Third-quarter margin guidance a disappointment: Morgan Stanley.\nChipmaker said sales will rise more ","content":"<ul>\n <li>Third-quarter margin guidance a disappointment: Morgan Stanley.</li>\n <li>Chipmaker said sales will rise more than 20% in 2021.</li>\n</ul>\n<p>Taiwan Semiconductor Manufacturing Co.shares dropped the most in two months after its gross margins disappointed investors who had banked on the chipmaker to benefit from the ongoing chip shortage.</p>\n<p>The stock fell as much as 3.9% in Taipei trading Friday, snapping four days of gains. Gross margin for the second quarter was 50%, below the roughly 51% average predicted by analysts, in part because of the appreciation in the Taiwan dollar during the period. For the September quarter, TSMC forecast gross margin of 49.5% to 51.5%. Analysts from Morgan Stanley called the third-quarter guidance a “disappointment,” warning that gross margins could fall below 50% as early as next year.</p>\n<p>TSMC, the world’s largest contract manufacturer, has faced increasing pressure to boost capacity to help alleviate a supply crunch that has plagued the automobile and other industries. The Taiwanese company earlier this year pledged to spend $100 billion over three years to build new fabs and invest in more advanced nodes, as rivals likeIntel Corp.andSamsung Electronics Co.seek to catch up. TSMC executives on Thursday also revealed for the first time that the chipmaker was weighing plans for a fabrication plant in Japan.</p>\n<p>“We still believe at some point in 2022 and 2023, TSMC’s gross margin will fall below 50% given the steep increase</p>\n<p>in depreciation cost, while the company doesn’t seem to be demonstrating pricing power,” Morgan Stanley analysts led by Charlie Chan wrote in a note after the earnings. “Or, simply as indicated, Moore’s Law is just getting too expensive while TSMC will have to suffer margin erosion to keep the chip scaling trend going.”</p>\n<p>The disappointing margins overshadowed a raised sales projection based on its central role in alleviating a global chip crunch that’s plaguing automakers and device manufacturers. TSMC said sales this year will rise more than 20%, a slight increase from a previous forecast for 20% growth in full-year sales. Revenue in the current quarter may rise to between $14.6 billion and $14.9 billion, in line with the $14.7 billion average of analyst estimates.</p>\n<p>Someanalysts saidTSMC had failed to meet outsized expectations. The results “beat our conservative estimates but missed consensus” due to “excessive” expectations for gross margins, Needhamwrotein a note Thursday.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand</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\">\nTSMC Shares Tumble As Margin Concerns Outweigh Strong Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-16/tsmc-tumbles-as-margin-concerns-outweigh-strong-demand?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Third-quarter margin guidance a disappointment: Morgan Stanley.\nChipmaker said sales will rise more than 20% in 2021.\n\nTaiwan Semiconductor Manufacturing Co.shares dropped the most in two months after...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-16/tsmc-tumbles-as-margin-concerns-outweigh-strong-demand?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-16/tsmc-tumbles-as-margin-concerns-outweigh-strong-demand?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199782604","content_text":"Third-quarter margin guidance a disappointment: Morgan Stanley.\nChipmaker said sales will rise more than 20% in 2021.\n\nTaiwan Semiconductor Manufacturing Co.shares dropped the most in two months after its gross margins disappointed investors who had banked on the chipmaker to benefit from the ongoing chip shortage.\nThe stock fell as much as 3.9% in Taipei trading Friday, snapping four days of gains. Gross margin for the second quarter was 50%, below the roughly 51% average predicted by analysts, in part because of the appreciation in the Taiwan dollar during the period. For the September quarter, TSMC forecast gross margin of 49.5% to 51.5%. Analysts from Morgan Stanley called the third-quarter guidance a “disappointment,” warning that gross margins could fall below 50% as early as next year.\nTSMC, the world’s largest contract manufacturer, has faced increasing pressure to boost capacity to help alleviate a supply crunch that has plagued the automobile and other industries. The Taiwanese company earlier this year pledged to spend $100 billion over three years to build new fabs and invest in more advanced nodes, as rivals likeIntel Corp.andSamsung Electronics Co.seek to catch up. TSMC executives on Thursday also revealed for the first time that the chipmaker was weighing plans for a fabrication plant in Japan.\n“We still believe at some point in 2022 and 2023, TSMC’s gross margin will fall below 50% given the steep increase\nin depreciation cost, while the company doesn’t seem to be demonstrating pricing power,” Morgan Stanley analysts led by Charlie Chan wrote in a note after the earnings. “Or, simply as indicated, Moore’s Law is just getting too expensive while TSMC will have to suffer margin erosion to keep the chip scaling trend going.”\nThe disappointing margins overshadowed a raised sales projection based on its central role in alleviating a global chip crunch that’s plaguing automakers and device manufacturers. TSMC said sales this year will rise more than 20%, a slight increase from a previous forecast for 20% growth in full-year sales. Revenue in the current quarter may rise to between $14.6 billion and $14.9 billion, in line with the $14.7 billion average of analyst estimates.\nSomeanalysts saidTSMC had failed to meet outsized expectations. The results “beat our conservative estimates but missed consensus” due to “excessive” expectations for gross margins, Needhamwrotein a note Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170594591,"gmtCreate":1626441233413,"gmtModify":1631884185817,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585637503855433","authorIdStr":"3585637503855433"},"themes":[],"htmlText":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, &nbsp;best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it&nbsp;with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls.&nbsp;Cathie is very experiance in ETF, or else you buy put ‘’ other&nbsp;weak shares’’&nbsp;instead of ARKK, my friend advise me about it.&nbsp;","listText":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, &nbsp;best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it&nbsp;with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls.&nbsp;Cathie is very experiance in ETF, or else you buy put ‘’ other&nbsp;weak shares’’&nbsp;instead of ARKK, my friend advise me about it.&nbsp;","text":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls. Cathie is very experiance in ETF, or else you buy put ‘’ other weak shares’’ instead of ARKK, my friend advise me about it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170594591","repostId":"1123074557","repostType":4,"repost":{"id":"1123074557","pubTimestamp":1626403275,"share":"https://www.laohu8.com/m/news/1123074557?lang=&edition=full","pubTime":"2021-07-16 10:41","market":"us","language":"en","title":"JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=1123074557","media":"zerohedge","summary":"Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss wa","content":"<p>Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently launched fund for rich clients). But now, the largest US bank, which has been furiously clinging to its favorite reco of buying cyclical and value names at the expense of growth stocks - a trade which has backfired painfully in recent weeks - is escalating its crusade against tech by going after the poster child, or rather poster woman, of the latest tech bubble,<i>Cathie Wood.</i></p>\n<p>In a note from JPM published this morning, equity derivative strategist Shawn Quigg says that Cathie Wood’s flagship ETF, ARKK, is exhibiting many \"bubble-like traits\" seen in growth-based funds in 2000 ahead of the popping of the dot com bubble, and investors should hedge against a similar outcome by buying puts on the Ark Fund.</p>\n<p>Taking precious time away from its favorite bitcoin bashing pastime, JPMorgan - which we doubt is Cathie's Prime Broker - writes that<i>\"excessive speculation in high-growth sub-sectors year-to-date is causing some growth-based funds to exhibit bubble-like cycles (Fig. 1), similar to that witnessed in 2000 (Fig. 2).</i><i><b>The ARK Innovation ETF exhibits many of these traits, and may be luring investors into a bull trap scenario.\"</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/c8ce5b2045dab9414160f919d7a55818\" tg-width=\"1206\" tg-height=\"439\">JPM's beef with Cathie aside, what we find most remarkable in Quigg's note is that this is the first time the largest US bank has gone on the record to admit that \"significant fiscal and monetary stimulus\" has led to \"bubble-like\" activity similar to that witnessed in 2000. Here is how Quigg lays out his thesis on \"navigating a bubble\" which culminates by shorting ARKK:</p>\n<ul>\n <li>Eexcessive speculation in high-growth stocks and sub-sectors year-to-date, aided by significant fiscal and monetary stimulus, and ample liquidity in corporate and consumer balance sheets<b>, is causing some growth-based funds to exhibit bubble-like cycles, similar to that witnessed in 2000 (Fig. 2).</b></li>\n <li>The ARKK 2020-21 trough to peak run of 385% fits the criteria we previously described as a bubble, a direct beneficiary of the Electric Vehicle/Green Tech (e.g., TSLA), Cryptocurrency (e.g., COIN, SQ), Work-From-Home (e.g., TDOC, ROKU, ZM), and pandemic biotech (e.g., CRSP) stocks/sub-sectors.</li>\n <li>However, after peaking in February, ARKK shares broke below key technical supports (e.g., 50, 100, 200-day moving averages)in just a matter of months (May) as the retail/Reddit mania, work from home and cryptocurrency trades (among others) faltered.</li>\n <li>A technical decline in Treasury yields and fear of the Delta variant allowed for a rebound in high-tech growth, and ARKK.</li>\n</ul>\n<p>Combining these four catalysts is how the<b>\"bull trap\"</b>was set according to JPM.</p>\n<p>But sticking to the bank's party line which \"favors the outperformance of cyclicals/value-based assets amid the ongoing economic reopening, and an anticipated pick-up in Treasury yields in 2H\" the bank says that investors should now start to exit said \"bull trap\" as the imminent \"rise in yields and a shift in the growth dynamic of the economy in-line with our value-based view could spark a bull trap reversal in ARKK shares.\"</p>\n<p>What specific event will spark the \"capitulation\" in ARKK shares? The same reflationary jump in bond yields that Marko Kolanovic has been predicting for months and months - even as yields tumbled - to wit:</p>\n<blockquote>\n As we note, we believe the recent move in Treasury yields is technical in nature and is not an indication of a broader investor concern surrounding the health of the recovery, or a waning inflation outlook. Supporting this is the lack of tapering in the 10Y TIPS break-evens (Fig. 3), continued inflation reading above expectations (e.g., CPI, PPI, management commentary), and a recent weaker-than-anticipated 30Y Treasury auction (here).\n</blockquote>\n<blockquote>\n <b>A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks (Fig. 4),and pressing ARKK into the capitulation phase.</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/e217a9277d4bfe254c2b441415631b6d\" tg-width=\"976\" tg-height=\"362\">JPM is, of course, correct: if a rise in yields is indeed \"looming\", then not just ARKK but all high duration names will be clobbered, starting with the FAAMGs, a move which would then translate into a marketwide rout (oddly enough we don't see JPMorgan cutting their year-end S&amp;P forecast). The question is if and when yields will again spike higher, and what would spark this move in a world where the Fed is now supposedly \"on top of inflation fears\" and won't let rates rise too much, especially as growth fears over the spreading Delta variant dominate trading discussions.</p>\n<p>Assuming readers agree with the JPM strategist that another spike in yields is imminent, how should they play the coming weakness in ARKK? As Quigg explains, \"current 3M 90% implied volatility of ~39% appears cheap, ranking in its 14th%-ile over thelast year. Given ARKK has a limited history, with the bulk of its returns and volatility occurring over the last year, we find utilizing the last year as a fair comparable measure, particularly if the stock may be poised for a broader capitulation phase.\"</p>\n<p>As a result, JPMorgan recommends \"<i>investors purchase ARKK October 105 strike puts for $4.50, indicatively ($118.17 reference price), taking advantage of implied volatility near a yearly low despite the potential for shares to enter a broader capitulation phase.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund</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\">\nJPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/jpmorgan-goes-after-cathie-wood-urges-buying-puts-her-bubble-ark-fund><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/jpmorgan-goes-after-cathie-wood-urges-buying-puts-her-bubble-ark-fund\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKG":"ARK Genomic Revolution ETF","ARKX":"ARK Space Exploration & Innovation ETF","ARKK":"ARK Innovation ETF","JPM":"摩根大通"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-goes-after-cathie-wood-urges-buying-puts-her-bubble-ark-fund","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123074557","content_text":"Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently launched fund for rich clients). But now, the largest US bank, which has been furiously clinging to its favorite reco of buying cyclical and value names at the expense of growth stocks - a trade which has backfired painfully in recent weeks - is escalating its crusade against tech by going after the poster child, or rather poster woman, of the latest tech bubble,Cathie Wood.\nIn a note from JPM published this morning, equity derivative strategist Shawn Quigg says that Cathie Wood’s flagship ETF, ARKK, is exhibiting many \"bubble-like traits\" seen in growth-based funds in 2000 ahead of the popping of the dot com bubble, and investors should hedge against a similar outcome by buying puts on the Ark Fund.\nTaking precious time away from its favorite bitcoin bashing pastime, JPMorgan - which we doubt is Cathie's Prime Broker - writes that\"excessive speculation in high-growth sub-sectors year-to-date is causing some growth-based funds to exhibit bubble-like cycles (Fig. 1), similar to that witnessed in 2000 (Fig. 2).The ARK Innovation ETF exhibits many of these traits, and may be luring investors into a bull trap scenario.\"\nJPM's beef with Cathie aside, what we find most remarkable in Quigg's note is that this is the first time the largest US bank has gone on the record to admit that \"significant fiscal and monetary stimulus\" has led to \"bubble-like\" activity similar to that witnessed in 2000. Here is how Quigg lays out his thesis on \"navigating a bubble\" which culminates by shorting ARKK:\n\nEexcessive speculation in high-growth stocks and sub-sectors year-to-date, aided by significant fiscal and monetary stimulus, and ample liquidity in corporate and consumer balance sheets, is causing some growth-based funds to exhibit bubble-like cycles, similar to that witnessed in 2000 (Fig. 2).\nThe ARKK 2020-21 trough to peak run of 385% fits the criteria we previously described as a bubble, a direct beneficiary of the Electric Vehicle/Green Tech (e.g., TSLA), Cryptocurrency (e.g., COIN, SQ), Work-From-Home (e.g., TDOC, ROKU, ZM), and pandemic biotech (e.g., CRSP) stocks/sub-sectors.\nHowever, after peaking in February, ARKK shares broke below key technical supports (e.g., 50, 100, 200-day moving averages)in just a matter of months (May) as the retail/Reddit mania, work from home and cryptocurrency trades (among others) faltered.\nA technical decline in Treasury yields and fear of the Delta variant allowed for a rebound in high-tech growth, and ARKK.\n\nCombining these four catalysts is how the\"bull trap\"was set according to JPM.\nBut sticking to the bank's party line which \"favors the outperformance of cyclicals/value-based assets amid the ongoing economic reopening, and an anticipated pick-up in Treasury yields in 2H\" the bank says that investors should now start to exit said \"bull trap\" as the imminent \"rise in yields and a shift in the growth dynamic of the economy in-line with our value-based view could spark a bull trap reversal in ARKK shares.\"\nWhat specific event will spark the \"capitulation\" in ARKK shares? The same reflationary jump in bond yields that Marko Kolanovic has been predicting for months and months - even as yields tumbled - to wit:\n\n As we note, we believe the recent move in Treasury yields is technical in nature and is not an indication of a broader investor concern surrounding the health of the recovery, or a waning inflation outlook. Supporting this is the lack of tapering in the 10Y TIPS break-evens (Fig. 3), continued inflation reading above expectations (e.g., CPI, PPI, management commentary), and a recent weaker-than-anticipated 30Y Treasury auction (here).\n\n\nA looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks (Fig. 4),and pressing ARKK into the capitulation phase.\n\nJPM is, of course, correct: if a rise in yields is indeed \"looming\", then not just ARKK but all high duration names will be clobbered, starting with the FAAMGs, a move which would then translate into a marketwide rout (oddly enough we don't see JPMorgan cutting their year-end S&P forecast). The question is if and when yields will again spike higher, and what would spark this move in a world where the Fed is now supposedly \"on top of inflation fears\" and won't let rates rise too much, especially as growth fears over the spreading Delta variant dominate trading discussions.\nAssuming readers agree with the JPM strategist that another spike in yields is imminent, how should they play the coming weakness in ARKK? As Quigg explains, \"current 3M 90% implied volatility of ~39% appears cheap, ranking in its 14th%-ile over thelast year. Given ARKK has a limited history, with the bulk of its returns and volatility occurring over the last year, we find utilizing the last year as a fair comparable measure, particularly if the stock may be poised for a broader capitulation phase.\"\nAs a result, JPMorgan recommends \"investors purchase ARKK October 105 strike puts for $4.50, indicatively ($118.17 reference price), taking advantage of implied volatility near a yearly low despite the potential for shares to enter a broader capitulation phase.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124095860,"gmtCreate":1624703671550,"gmtModify":1631884185829,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585637503855433","authorIdStr":"3585637503855433"},"themes":[],"htmlText":"Looks not so&nbsp;fantastic , cash flow and revenue&nbsp;were negative.&nbsp;","listText":"Looks not so&nbsp;fantastic , cash flow and revenue&nbsp;were negative.&nbsp;","text":"Looks not so fantastic , cash flow and revenue were negative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124095860","repostId":"1180386317","repostType":2,"repost":{"id":"1180386317","pubTimestamp":1622616520,"share":"https://www.laohu8.com/m/news/1180386317?lang=&edition=full","pubTime":"2021-06-02 14:48","market":"us","language":"en","title":"Buy Boeing Stock Because ‘a Change Is Gonna Come’","url":"https://stock-news.laohu8.com/highlight/detail?id=1180386317","media":"Barrons","summary":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.Cowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded","content":"<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.</p>\n<p>Boeing stock (ticker: BA) was up 3% on Tuesday. </p>\n<p>Cowen analyst&nbsp;Cai von Rumohr&nbsp;upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.</p>\n<p>The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people&nbsp;boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.</p>\n<p>More people on planes is good news for all aerospace-related stocks.</p>\n<p>Von Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.</p>\n<p>He also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than&nbsp;Airbus&nbsp;(AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.</p>\n<p>As air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290&nbsp;target price.</p>\n<p>Right now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.</p>\n<p>While the S&amp;P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.</p>\n<p>With the upgrade, 53% of analysts covering the stock rate shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p>\n<p>Boeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.</p>\n<p>Boeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Boeing Stock Because ‘a Change Is Gonna Come’</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\">\nBuy Boeing Stock Because ‘a Change Is Gonna Come’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.\nBoeing stock (ticker: BA) was up 3% ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180386317","content_text":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.\nBoeing stock (ticker: BA) was up 3% on Tuesday. \nCowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.\nThe first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.\nMore people on planes is good news for all aerospace-related stocks.\nVon Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.\nHe also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than Airbus (AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.\nAs air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290 target price.\nRight now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.\nWhile the S&P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.\nWith the upgrade, 53% of analysts covering the stock rate shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.\nBoeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166542806,"gmtCreate":1624019857805,"gmtModify":1631884185844,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585637503855433","authorIdStr":"3585637503855433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00968\">$Xinyi Solar(00968)$</a>good stock","listText":"<a href=\"https://laohu8.com/S/00968\">$Xinyi Solar(00968)$</a>good stock","text":"$Xinyi Solar(00968)$good stock","images":[{"img":"https://static.tigerbbs.com/569bf63fbfd35961bb7952f6a6a5d199","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166542806","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":170532391,"gmtCreate":1626441803613,"gmtModify":1631884185806,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585637503855433","idStr":"3585637503855433"},"themes":[],"htmlText":"I’ve sold out TSMC … yes it starts going down.&nbsp;","listText":"I’ve sold out TSMC … yes it starts going down.&nbsp;","text":"I’ve sold out TSMC … yes it starts going down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170532391","repostId":"1199782604","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166542806,"gmtCreate":1624019857805,"gmtModify":1631884185844,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585637503855433","idStr":"3585637503855433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00968\">$Xinyi Solar(00968)$</a>good stock","listText":"<a href=\"https://laohu8.com/S/00968\">$Xinyi Solar(00968)$</a>good stock","text":"$Xinyi Solar(00968)$good stock","images":[{"img":"https://static.tigerbbs.com/569bf63fbfd35961bb7952f6a6a5d199","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166542806","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170594591,"gmtCreate":1626441233413,"gmtModify":1631884185817,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585637503855433","idStr":"3585637503855433"},"themes":[],"htmlText":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, &nbsp;best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it&nbsp;with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls.&nbsp;Cathie is very experiance in ETF, or else you buy put ‘’ other&nbsp;weak shares’’&nbsp;instead of ARKK, my friend advise me about it.&nbsp;","listText":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, &nbsp;best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it&nbsp;with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls.&nbsp;Cathie is very experiance in ETF, or else you buy put ‘’ other&nbsp;weak shares’’&nbsp;instead of ARKK, my friend advise me about it.&nbsp;","text":"The put premium is very high , not worth for buying put ….. ARKK is very volatile, best is just waitif you think it already almost bottom you can start to collect it…. Or you buy it with dollar cost averaging, i think eventually it will go up. My friends bought it bit by bit when it falls. Cathie is very experiance in ETF, or else you buy put ‘’ other weak shares’’ instead of ARKK, my friend advise me about it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170594591","repostId":"1123074557","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124095860,"gmtCreate":1624703671550,"gmtModify":1631884185829,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585637503855433","idStr":"3585637503855433"},"themes":[],"htmlText":"Looks not so&nbsp;fantastic , cash flow and revenue&nbsp;were negative.&nbsp;","listText":"Looks not so&nbsp;fantastic , cash flow and revenue&nbsp;were negative.&nbsp;","text":"Looks not so fantastic , cash flow and revenue were negative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124095860","repostId":"1180386317","repostType":2,"repost":{"id":"1180386317","pubTimestamp":1622616520,"share":"https://www.laohu8.com/m/news/1180386317?lang=&edition=full","pubTime":"2021-06-02 14:48","market":"us","language":"en","title":"Buy Boeing Stock Because ‘a Change Is Gonna Come’","url":"https://stock-news.laohu8.com/highlight/detail?id=1180386317","media":"Barrons","summary":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.Cowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded","content":"<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.</p>\n<p>Boeing stock (ticker: BA) was up 3% on Tuesday. </p>\n<p>Cowen analyst&nbsp;Cai von Rumohr&nbsp;upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.</p>\n<p>The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people&nbsp;boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.</p>\n<p>More people on planes is good news for all aerospace-related stocks.</p>\n<p>Von Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.</p>\n<p>He also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than&nbsp;Airbus&nbsp;(AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.</p>\n<p>As air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290&nbsp;target price.</p>\n<p>Right now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.</p>\n<p>While the S&amp;P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.</p>\n<p>With the upgrade, 53% of analysts covering the stock rate shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p>\n<p>Boeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.</p>\n<p>Boeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Boeing Stock Because ‘a Change Is Gonna Come’</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\">\nBuy Boeing Stock Because ‘a Change Is Gonna Come’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.\nBoeing stock (ticker: BA) was up 3% ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180386317","content_text":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.\nBoeing stock (ticker: BA) was up 3% on Tuesday. \nCowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.\nThe first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.\nMore people on planes is good news for all aerospace-related stocks.\nVon Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.\nHe also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than Airbus (AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.\nAs air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290 target price.\nRight now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.\nWhile the S&P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.\nWith the upgrade, 53% of analysts covering the stock rate shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.\nBoeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}