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2021-08-30

Oh no...

Marvell Falls on Muted Guidance Even as Q2 Earnings Beat Estimate

2021-08-30

👍👍

抱歉，原内容已删除

2021-08-30

[美金]

What Is Going On With Jumia Stock?

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'Can you supply me? If you can't get me the parts, why would I agree to a price increase?”, Marvell CEO Matt Murphy told Reuters.</p>\n<p>Marvell designs and makes chips that go into data centers and vehicles. It also gives designs to companies like Taiwan Semiconductor for making chips.</p>\n<p>A report Thursday in The Wall Street Journal said TSMC plans to raise prices of its lower-end chips by as much as 20% and those of its higher-end products by 10%. Murphy told Reuters TSMC has not issued any formal communication to Marvell about the reported price increases.</p>\n<p>While demand has exceeded supply of digital devices, experts are now questioning how long the party can last given that consumers may now begin to defer their purchases.</p>\n<p>Marvell guided for third-quarter revenue to touch $1.14 billion with plus/minus 3% variation.</p>\n<p>Net revenue in the second quarter jumped 48% from last year, to $1.08 billion. Because of rising costs, the net loss per share was 34 cents, bigger than the 24 cent per share loss in last year's second quarter.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell Falls on Muted Guidance Even as Q2 Earnings Beat Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell Falls on Muted Guidance Even as Q2 Earnings Beat Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/marvell-falls-muted-guidance-even-091611711.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Marvell Technology stock (NASDAQ:MRVL) fell 2% Friday in premarket trading as worries over a shortage of chips overshadowed its guidance for revenue touching $1.14 billion in the ongoing quarter.\n\"...</p>\n\n<a href=\"https://finance.yahoo.com/news/marvell-falls-muted-guidance-even-091611711.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","TSM":"台积电"},"source_url":"https://finance.yahoo.com/news/marvell-falls-muted-guidance-even-091611711.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162502618","content_text":"Marvell Technology stock (NASDAQ:MRVL) fell 2% Friday in premarket trading as worries over a shortage of chips overshadowed its guidance for revenue touching $1.14 billion in the ongoing quarter.\n\"Ultimately, what they care about is capacity? 'Can you supply me? If you can't get me the parts, why would I agree to a price increase?”, Marvell CEO Matt Murphy told Reuters.\nMarvell designs and makes chips that go into data centers and vehicles. It also gives designs to companies like Taiwan Semiconductor for making chips.\nA report Thursday in The Wall Street Journal said TSMC plans to raise prices of its lower-end chips by as much as 20% and those of its higher-end products by 10%. Murphy told Reuters TSMC has not issued any formal communication to Marvell about the reported price increases.\nWhile demand has exceeded supply of digital devices, experts are now questioning how long the party can last given that consumers may now begin to defer their purchases.\nMarvell guided for third-quarter revenue to touch $1.14 billion with plus/minus 3% variation.\nNet revenue in the second quarter jumped 48% from last year, to $1.08 billion. Because of rising costs, the net loss per share was 34 cents, bigger than the 24 cent per share loss in last year's second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813743221,"gmtCreate":1630255040663,"gmtModify":1704957493363,"author":{"id":"3585829790356429","authorId":"3585829790356429","authorIdStr":"3585829790356429","name":"RH23","avatar":"https://static.tigerbbs.com/3f5831198b7e88d3484c9860fc014f81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585829790356429"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813743221","repostId":"1123342356","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813743304,"gmtCreate":1630254851708,"gmtModify":1704957492677,"author":{"id":"3585829790356429","authorId":"3585829790356429","authorIdStr":"3585829790356429","name":"RH23","avatar":"https://static.tigerbbs.com/3f5831198b7e88d3484c9860fc014f81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585829790356429"},"themes":[],"htmlText":"[美金]&nbsp;","listText":"[美金]&nbsp;","text":"[美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813743304","repostId":"2162358024","repostType":4,"repost":{"id":"2162358024","pubTimestamp":1630077895,"share":"https://www.laohu8.com/m/news/2162358024?lang=&edition=full","pubTime":"2021-08-27 23:24","market":"us","language":"en","title":"What Is Going On With Jumia Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2162358024","media":"Motley Fool","summary":"The African e-commerce site offers massive long-term potential. But did it enter the market too soon?","content":"<p>E-commerce is one of the most pivotal retail megatrends in our lifetime, and the transformation is far from complete. While e-commerce platforms like<b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> and <b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding</b> are solidifying their dominance in established markets, <b><a href=\"https://laohu8.com/S/JMIA\">Jumia Technologies AG</a> </b>(NYSE:JMIA) aims to build a first-mover advantage in one of the last frontiers for widespread online shopping: Africa. </p>\n<p>Is it time to bet on Jumia or sit on the sidelines until the market becomes more developed?</p>\n<h2>A potential opportunity</h2>\n<p>It is unclear how fast Africa's e-commerce market is growing or how much it is worth from a business perspective, but it has potential. First, Africa has a massive population of 1.4 billion, with an average age of 20. Second, and more important, internet use is surging, which drives e-commerce adoption.&nbsp;</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640851%2Fgettyimages-1327790012.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b><a href=\"https://laohu8.com/S/CSCO\">Cisco</a></b> estimates that internet traffic in the Middle East and Africa grew at a compound annual rate of 42% between 2016 and 2021. And massive investments in infrastructure could help the sector keep its momentum in the coming decades. <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> (NASDAQ:FB) is installing a subsea cable called 2Africa that will provide almost triple the network capacity of all subsea cables currently serving the continent by 2023. <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>'s (NASDAQ:GOOG)(NASDAQ:GOOGL) Google is undertaking a similar project called Equiano, expected to complete the first phase this year.</p>\n<p>But internet penetration doesn't guarantee e-commerce adoption. And Jumia's challenge will be to overcome Africa's hard infrastructure challenges (roads, bridges, and the like) while encouraging the adoption of a brand new way of shopping for many people. So far, the results aren't encouraging.&nbsp;</p>\n<h2>Growing at a snail's pace</h2>\n<p>Jumia's first-quarter revenue increased by a measly 4.6% year over year to $40.2 million. And that wasn't even driven by its core third-party e-commerce marketplace, where annual active customers only grew just 3.3% to 7 million. Marketing and advertising (up 18%) was the company's best-performing segment in the quarter, but this opportunity has a very limited runway for expansion with user growth so slow.&nbsp;</p>\n<p>To make matters worse, the total value of goods sold on Jumia (gross merchandise value) declined by 11% to 223.5 million as consumers shifted from high-value items like phones to everyday items like toiletries. </p>\n<p>This slowdown is alarming because Jumia is still far from profitable and would benefit from more scale to cover its overhead. <a href=\"https://laohu8.com/S/BGC\">General</a> and administrative costs totaled a whopping $34.2 million (85% of revenue) in the second quarter, and its operating loss increased 25% year over year to $51.6 million in the period.&nbsp;</p>\n<p>That said, management is taking steps to turn things around. Jumia is boosting its investment in marketing and technology and has begun testing micro fulfillment centers in highly populated areas to help deliver groceries. It is also developing social commerce features like user-generated content (video/picture uploads). But it could take years for these efforts to trickle down to the company's bottom line, and that's a long wait for shareholders.</p>\n<h2>Jumia is not a buy (yet)</h2>\n<p>While Jumia faces massive challenges, I don't think it's a write-off. The African e-commerce market has potential, but it isn't mature yet. And Jumia might have arrived too early to create a viable business in the niche.</p>\n<p> But the company has accumulated logistics infrastructure, along with user data and experience that could be valuable in the right hands. Jumia stock is not a slam-dunk buy right now, but it is certainly worth watching.&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>What Is Going On With Jumia Stock?</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\">\nWhat Is Going On With Jumia Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/what-is-going-on-with-jumia-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>E-commerce is one of the most pivotal retail megatrends in our lifetime, and the transformation is far from complete. While e-commerce platforms like Amazon.com and Alibaba Group Holding are ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/what-is-going-on-with-jumia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JMIA":"Jumia Technologies AG"},"source_url":"https://www.fool.com/investing/2021/08/27/what-is-going-on-with-jumia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162358024","content_text":"E-commerce is one of the most pivotal retail megatrends in our lifetime, and the transformation is far from complete. While e-commerce platforms like Amazon.com and Alibaba Group Holding are solidifying their dominance in established markets, Jumia Technologies AG (NYSE:JMIA) aims to build a first-mover advantage in one of the last frontiers for widespread online shopping: Africa. \nIs it time to bet on Jumia or sit on the sidelines until the market becomes more developed?\nA potential opportunity\nIt is unclear how fast Africa's e-commerce market is growing or how much it is worth from a business perspective, but it has potential. First, Africa has a massive population of 1.4 billion, with an average age of 20. Second, and more important, internet use is surging, which drives e-commerce adoption. \n\nImage source: Getty Images.\nCisco estimates that internet traffic in the Middle East and Africa grew at a compound annual rate of 42% between 2016 and 2021. And massive investments in infrastructure could help the sector keep its momentum in the coming decades. Facebook (NASDAQ:FB) is installing a subsea cable called 2Africa that will provide almost triple the network capacity of all subsea cables currently serving the continent by 2023. Alphabet's (NASDAQ:GOOG)(NASDAQ:GOOGL) Google is undertaking a similar project called Equiano, expected to complete the first phase this year.\nBut internet penetration doesn't guarantee e-commerce adoption. And Jumia's challenge will be to overcome Africa's hard infrastructure challenges (roads, bridges, and the like) while encouraging the adoption of a brand new way of shopping for many people. So far, the results aren't encouraging. \nGrowing at a snail's pace\nJumia's first-quarter revenue increased by a measly 4.6% year over year to $40.2 million. And that wasn't even driven by its core third-party e-commerce marketplace, where annual active customers only grew just 3.3% to 7 million. Marketing and advertising (up 18%) was the company's best-performing segment in the quarter, but this opportunity has a very limited runway for expansion with user growth so slow. \nTo make matters worse, the total value of goods sold on Jumia (gross merchandise value) declined by 11% to 223.5 million as consumers shifted from high-value items like phones to everyday items like toiletries. \nThis slowdown is alarming because Jumia is still far from profitable and would benefit from more scale to cover its overhead. General and administrative costs totaled a whopping $34.2 million (85% of revenue) in the second quarter, and its operating loss increased 25% year over year to $51.6 million in the period. \nThat said, management is taking steps to turn things around. Jumia is boosting its investment in marketing and technology and has begun testing micro fulfillment centers in highly populated areas to help deliver groceries. It is also developing social commerce features like user-generated content (video/picture uploads). But it could take years for these efforts to trickle down to the company's bottom line, and that's a long wait for shareholders.\nJumia is not a buy (yet)\nWhile Jumia faces massive challenges, I don't think it's a write-off. The African e-commerce market has potential, but it isn't mature yet. And Jumia might have arrived too early to create a viable business in the niche.\n But the company has accumulated logistics infrastructure, along with user data and experience that could be valuable in the right hands. Jumia stock is not a slam-dunk buy right now, but it is certainly worth watching.","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":813743501,"gmtCreate":1630255102303,"gmtModify":1704957493191,"author":{"id":"3585829790356429","authorId":"3585829790356429","authorIdStr":"3585829790356429","name":"RH23","avatar":"https://static.tigerbbs.com/3f5831198b7e88d3484c9860fc014f81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585829790356429"},"themes":[],"htmlText":"Oh no...","listText":"Oh no...","text":"Oh no...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813743501","repostId":"2162502618","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813743221,"gmtCreate":1630255040663,"gmtModify":1704957493363,"author":{"id":"3585829790356429","authorId":"3585829790356429","authorIdStr":"3585829790356429","name":"RH23","avatar":"https://static.tigerbbs.com/3f5831198b7e88d3484c9860fc014f81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585829790356429"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813743221","repostId":"1123342356","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813743304,"gmtCreate":1630254851708,"gmtModify":1704957492677,"author":{"id":"3585829790356429","authorId":"3585829790356429","authorIdStr":"3585829790356429","name":"RH23","avatar":"https://static.tigerbbs.com/3f5831198b7e88d3484c9860fc014f81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585829790356429"},"themes":[],"htmlText":"[美金]&nbsp;","listText":"[美金]&nbsp;","text":"[美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813743304","repostId":"2162358024","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}