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2021-12-16

Will AMD go over $200 by end of 2021?

2021-12-16

Up up up!

Is Advanced Micro Devices Stock Overvalued Or Undervalued?

2021-11-30

[Miser] [Miser] [Miser]

GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs

2021-11-12

$Tiger Brokers(TIGR)$Come on tiger, don’t be a cat anymore [Cool] [Cool]

2021-11-12

$AMD(AMD)$[Miser] [Miser] AMD TTM!!

2021-11-11

$AMD(AMD)$[Miser] [Miser] TTM!

2021-11-11

$Lordstown Motors Corp.(RIDE)$[Miser] [Miser]

2021-11-10

2021-11-09

$Adobe(ADBE)$[Miser] [Miser] [Miser]

2021-11-09

$GLOBALFOUNDRIES Inc.(GFS)$[Miser] [Miser] [Miser]

2021-11-08

$AMD(AMD)$[Miser] [Miser] [Miser] TTM

2021-11-08

$Goldman Sachs(GS)$[Miser] [Miser]

2021-11-07

$Goldman Sachs(GS)$[Miser] [Miser]

2021-11-05

$Coca-Cola(KO)$[Miser] [Miser]

2021-11-04

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2021-11-04

$AMD(AMD)$[Miser] [Miser]

2021-11-03

$Airbnb, Inc.(ABNB)$Let’s go!

2021-11-03

$AMD(AMD)$Let’s go! TTM [Miser] [Miser]

2021-11-02

$AMD(AMD)$[Miser] [Miser] [Miser] [Miser] [Miser] up up up to the moon!

2021-11-01

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AMD go over $200 by end of 2021?","listText":"Will AMD go over $200 by end of 2021?","text":"Will AMD go over $200 by end of 2021?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690892619","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690934640,"gmtCreate":1639620436999,"gmtModify":1639620437229,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Up up up!","listText":"Up up up!","text":"Up up up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690934640","repostId":"1123084317","repostType":4,"repost":{"id":"1123084317","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639620205,"share":"https://www.laohu8.com/m/news/1123084317?lang=&edition=full","pubTime":"2021-12-16 10:03","market":"us","language":"en","title":"Is Advanced Micro Devices Stock Overvalued Or Undervalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123084317","media":"Benzinga","summary":"Advanced Micro Devices, Inc. shares have outperformed the S&P 500 in 2021, generating a year-to-date","content":"<p><b>Advanced Micro Devices, Inc.</b>&nbsp;shares have outperformed the S&amp;P 500 in 2021, generating a year-to-date total return of 581.4%.</p>\n<p>But after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.</p>\n<p><b>Earnings:</b>A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.</p>\n<p>For comparison, the S&amp;P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.<b>AMD’s PE is 41.9, more than 40% higher than the S&amp;P 500 average as a whole.</b></p>\n<p><b>Growth:</b>Looking ahead to the next four quarters, the S&amp;P 500's forward PE ratio looks much more reasonable at just 21.2.<b>AMD’s forward earnings multiple of 40.7 is still nearly double the S&amp;P 500’s, making AMD look overvalued.</b></p>\n<p>AMD’s forward PE ratio is also significantly higher than the average multiple of its technology&nbsp;sector&nbsp;peers, which are averaging a 26.9 forward earnings multiple.</p>\n<p>Yet when it comes to evaluating a stock, earnings aren't everything.</p>\n<p>The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.</p>\n<p>The S&amp;P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.</p>\n<p>Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&amp;P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&amp;P 500 average as a whole.</p>\n<p>AMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.</p>\n<p>Finally, Wall Street analysts see little value in AMD stock over the next 12 months.<b>The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.</b></p>\n<p><b>The Verdict:</b>At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.</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>Is Advanced Micro Devices Stock Overvalued Or Undervalued?</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\">\nIs Advanced Micro Devices Stock Overvalued Or Undervalued?\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-16 10:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Advanced Micro Devices, Inc.</b>&nbsp;shares have outperformed the S&amp;P 500 in 2021, generating a year-to-date total return of 581.4%.</p>\n<p>But after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.</p>\n<p><b>Earnings:</b>A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.</p>\n<p>For comparison, the S&amp;P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.<b>AMD’s PE is 41.9, more than 40% higher than the S&amp;P 500 average as a whole.</b></p>\n<p><b>Growth:</b>Looking ahead to the next four quarters, the S&amp;P 500's forward PE ratio looks much more reasonable at just 21.2.<b>AMD’s forward earnings multiple of 40.7 is still nearly double the S&amp;P 500’s, making AMD look overvalued.</b></p>\n<p>AMD’s forward PE ratio is also significantly higher than the average multiple of its technology&nbsp;sector&nbsp;peers, which are averaging a 26.9 forward earnings multiple.</p>\n<p>Yet when it comes to evaluating a stock, earnings aren't everything.</p>\n<p>The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.</p>\n<p>The S&amp;P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.</p>\n<p>Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&amp;P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&amp;P 500 average as a whole.</p>\n<p>AMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.</p>\n<p>Finally, Wall Street analysts see little value in AMD stock over the next 12 months.<b>The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.</b></p>\n<p><b>The Verdict:</b>At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123084317","content_text":"Advanced Micro Devices, Inc. shares have outperformed the S&P 500 in 2021, generating a year-to-date total return of 581.4%.\nBut after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.\nEarnings:A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.\nFor comparison, the S&P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.AMD’s PE is 41.9, more than 40% higher than the S&P 500 average as a whole.\nGrowth:Looking ahead to the next four quarters, the S&P 500's forward PE ratio looks much more reasonable at just 21.2.AMD’s forward earnings multiple of 40.7 is still nearly double the S&P 500’s, making AMD look overvalued.\nAMD’s forward PE ratio is also significantly higher than the average multiple of its technology sector peers, which are averaging a 26.9 forward earnings multiple.\nYet when it comes to evaluating a stock, earnings aren't everything.\nThe growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.\nThe S&P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.\nPrice-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&P 500 average as a whole.\nAMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.\nFinally, Wall Street analysts see little value in AMD stock over the next 12 months.The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.\nThe Verdict:At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609188877,"gmtCreate":1638252072286,"gmtModify":1638252072413,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609188877","repostId":"2187305219","repostType":2,"repost":{"id":"2187305219","kind":"highlight","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":1638228480,"share":"https://www.laohu8.com/m/news/2187305219?lang=&edition=full","pubTime":"2021-11-30 07:28","market":"us","language":"en","title":"GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs","url":"https://stock-news.laohu8.com/highlight/detail?id=2187305219","media":"Dow Jones","summary":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making ","content":"<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</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>GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs</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\">\nGlobalFoundries' first earnings report expected to show strength in lower-tech chip designs\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\">2021-11-30 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305219","content_text":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips\nGlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.\nGlobalFoundries $(GFS.UK)$ is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.\nGlobalFoundries CEO on IPO: 'We have to accelerate our capacity'\nThird-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. $(AAPL)$ and Nvidia Corp. $(NVDA)$, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.\nWhile the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, one of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.\n\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.\n\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm $(QCOM)$, Broadcom $(AVGO)$, and Qorvo $(QRVO)$,\" he said.\nCiti's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"\nWhat to expect\nEarnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.\nRevenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.\nStock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the Renaissance IPO ETF $(IPO.UK)$ has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.\nWhat analysts are saying\nJefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.\nHe called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"\n\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.\nThe analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"\nCowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.\n\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.\nOf the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879361156,"gmtCreate":1636682812376,"gmtModify":1636683292146,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on tiger, don’t be a cat anymore [Cool]&nbsp;[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on tiger, don’t be a cat anymore [Cool]&nbsp;[Cool]&nbsp;","text":"$Tiger Brokers(TIGR)$Come on tiger, don’t be a cat anymore [Cool] [Cool]","images":[{"img":"https://static.tigerbbs.com/e990ce0004217c1e853336d59ef3bf4e","width":"1125","height":"3384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879361156","isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879363504,"gmtCreate":1636682774925,"gmtModify":1636683290341,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[Miser]&nbsp;[Miser]&nbsp;AMD TTM!!","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[Miser]&nbsp;[Miser]&nbsp;AMD TTM!!","text":"$AMD(AMD)$[Miser] [Miser] AMD 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The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</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>GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs</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\">\nGlobalFoundries' first earnings report expected to show strength in lower-tech chip designs\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\">2021-11-30 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305219","content_text":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips\nGlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.\nGlobalFoundries $(GFS.UK)$ is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.\nGlobalFoundries CEO on IPO: 'We have to accelerate our capacity'\nThird-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. $(AAPL)$ and Nvidia Corp. $(NVDA)$, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.\nWhile the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, one of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.\n\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.\n\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm $(QCOM)$, Broadcom $(AVGO)$, and Qorvo $(QRVO)$,\" he said.\nCiti's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"\nWhat to expect\nEarnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.\nRevenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.\nStock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the Renaissance IPO ETF $(IPO.UK)$ has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.\nWhat analysts are saying\nJefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.\nHe called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"\n\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.\nThe analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"\nCowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.\n\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.\nOf the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879361156,"gmtCreate":1636682812376,"gmtModify":1636683292146,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on tiger, don’t be a cat anymore [Cool]&nbsp;[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on tiger, don’t be a cat anymore [Cool]&nbsp;[Cool]&nbsp;","text":"$Tiger Brokers(TIGR)$Come on tiger, don’t be a cat anymore [Cool] [Cool]","images":[{"img":"https://static.tigerbbs.com/e990ce0004217c1e853336d59ef3bf4e","width":"1125","height":"3384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879361156","isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":888963495,"gmtCreate":1631423001317,"gmtModify":1631883558618,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[财迷]&nbsp;[财迷]&nbsp;","text":"$Tesla Motors(TSLA)$[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/83550f3d6152169c3725e1de441443ef","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/888963495","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156816647,"gmtCreate":1625209908089,"gmtModify":1633942509058,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156816647","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://www.laohu8.com/m/news/1175817125?lang=&edition=full","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK  - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p>\n<p>Investors now eye Friday’s much-anticipated employment report.</p>\n<p>The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p>\n<p>“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p>\n<p>All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p>\n<p>The Philadelphia SE Semiconductor index slid 1.5%</p>\n<p>“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p>\n<p>“It feels like investors left for the Fourth of July weekend about three months ago.”</p>\n<p>The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p>\n<p>Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p>\n<p>Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p>\n<p>“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p>\n<p>Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p>\n<p>“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p>\n<p>The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p>\n<p>Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p>\n<p>Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p>\n<p>Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p>\n<p>Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</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>S&P 500 winning streak extends to sixth straight record close</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 winning streak extends to sixth straight record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690934640,"gmtCreate":1639620436999,"gmtModify":1639620437229,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Up up up!","listText":"Up up up!","text":"Up up up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690934640","repostId":"1123084317","repostType":4,"repost":{"id":"1123084317","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639620205,"share":"https://www.laohu8.com/m/news/1123084317?lang=&edition=full","pubTime":"2021-12-16 10:03","market":"us","language":"en","title":"Is Advanced Micro Devices Stock Overvalued Or Undervalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123084317","media":"Benzinga","summary":"Advanced Micro Devices, Inc. shares have outperformed the S&P 500 in 2021, generating a year-to-date","content":"<p><b>Advanced Micro Devices, Inc.</b>&nbsp;shares have outperformed the S&amp;P 500 in 2021, generating a year-to-date total return of 581.4%.</p>\n<p>But after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.</p>\n<p><b>Earnings:</b>A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.</p>\n<p>For comparison, the S&amp;P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.<b>AMD’s PE is 41.9, more than 40% higher than the S&amp;P 500 average as a whole.</b></p>\n<p><b>Growth:</b>Looking ahead to the next four quarters, the S&amp;P 500's forward PE ratio looks much more reasonable at just 21.2.<b>AMD’s forward earnings multiple of 40.7 is still nearly double the S&amp;P 500’s, making AMD look overvalued.</b></p>\n<p>AMD’s forward PE ratio is also significantly higher than the average multiple of its technology&nbsp;sector&nbsp;peers, which are averaging a 26.9 forward earnings multiple.</p>\n<p>Yet when it comes to evaluating a stock, earnings aren't everything.</p>\n<p>The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.</p>\n<p>The S&amp;P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.</p>\n<p>Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&amp;P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&amp;P 500 average as a whole.</p>\n<p>AMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.</p>\n<p>Finally, Wall Street analysts see little value in AMD stock over the next 12 months.<b>The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.</b></p>\n<p><b>The Verdict:</b>At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.</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>Is Advanced Micro Devices Stock Overvalued Or Undervalued?</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\">\nIs Advanced Micro Devices Stock Overvalued Or Undervalued?\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-16 10:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Advanced Micro Devices, Inc.</b>&nbsp;shares have outperformed the S&amp;P 500 in 2021, generating a year-to-date total return of 581.4%.</p>\n<p>But after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.</p>\n<p><b>Earnings:</b>A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.</p>\n<p>For comparison, the S&amp;P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.<b>AMD’s PE is 41.9, more than 40% higher than the S&amp;P 500 average as a whole.</b></p>\n<p><b>Growth:</b>Looking ahead to the next four quarters, the S&amp;P 500's forward PE ratio looks much more reasonable at just 21.2.<b>AMD’s forward earnings multiple of 40.7 is still nearly double the S&amp;P 500’s, making AMD look overvalued.</b></p>\n<p>AMD’s forward PE ratio is also significantly higher than the average multiple of its technology&nbsp;sector&nbsp;peers, which are averaging a 26.9 forward earnings multiple.</p>\n<p>Yet when it comes to evaluating a stock, earnings aren't everything.</p>\n<p>The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.</p>\n<p>The S&amp;P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.</p>\n<p>Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&amp;P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&amp;P 500 average as a whole.</p>\n<p>AMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.</p>\n<p>Finally, Wall Street analysts see little value in AMD stock over the next 12 months.<b>The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.</b></p>\n<p><b>The Verdict:</b>At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123084317","content_text":"Advanced Micro Devices, Inc. shares have outperformed the S&P 500 in 2021, generating a year-to-date total return of 581.4%.\nBut after AMD’s huge 2021 performance, investors may be wondering if there’s any value left in the stock heading into 2022.\nEarnings:A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value.\nFor comparison, the S&P 500’s PE is currently at about 29.1, nearly double its long-term average of 15.9.AMD’s PE is 41.9, more than 40% higher than the S&P 500 average as a whole.\nGrowth:Looking ahead to the next four quarters, the S&P 500's forward PE ratio looks much more reasonable at just 21.2.AMD’s forward earnings multiple of 40.7 is still nearly double the S&P 500’s, making AMD look overvalued.\nAMD’s forward PE ratio is also significantly higher than the average multiple of its technology sector peers, which are averaging a 26.9 forward earnings multiple.\nYet when it comes to evaluating a stock, earnings aren't everything.\nThe growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process.\nThe S&P 500’s overall PEG is currently about 1.0; AMD’s PEG is 1.19, suggesting AMD is reasonably valued after accounting for its growth.\nPrice-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&P 500’s PS ratio is currently 3.16, well above its long-term average of 1.63. AMD’s PS ratio is 10.9, triple the S&P 500 average as a whole.\nAMD's PS ratio is also up 447% over the last five years, suggesting the stock is priced at the high end of its historical valuation range.\nFinally, Wall Street analysts see little value in AMD stock over the next 12 months.The average analyst price target among the 33 analysts covering AMD is $140, suggesting just 2.4% upside from current levels.\nThe Verdict:At its current price, AMD stock appears to be overvalued based on a sampling of common fundamental valuation metrics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834338365,"gmtCreate":1629770972257,"gmtModify":1631891194391,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Please help to like, thanks","listText":"Please help to like, thanks","text":"Please help to like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834338365","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629750559,"share":"https://www.laohu8.com/m/news/2161777891?lang=&edition=full","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</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>Wall St gains, Nasdaq notches record closing high on full vaccine approval</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\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","PFE":"辉瑞",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831195721,"gmtCreate":1629293981763,"gmtModify":1633685920043,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gogogo! TO THE MOON! HIT $100 BY END OF 2021","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>gogogo! TO THE MOON! HIT $100 BY END OF 2021","text":"$AMC Entertainment(AMC)$gogogo! TO THE MOON! HIT $100 BY END OF 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831195721","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151787489,"gmtCreate":1625107353141,"gmtModify":1633944707289,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151787489","repostId":"2147819091","repostType":4,"repost":{"id":"2147819091","kind":"highlight","pubTimestamp":1625106180,"share":"https://www.laohu8.com/m/news/2147819091?lang=&edition=full","pubTime":"2021-07-01 10:23","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for July","url":"https://stock-news.laohu8.com/highlight/detail?id=2147819091","media":"Motley Fool","summary":"Get ready for a big month in the stock market with S&P 500 earnings and key economic indicators.","content":"<p>June gave the stock market some time to breathe after a monster first-quarter earnings season came to a close. Investor attention turned to inflation, employment, and the Federal Reserve.</p>\n<p>While July looks poised to start the same way, it will differ in a few key ways. As we enter the second half of the year, we'll be armed with more information from the Fed. We'll also have another quarter of corporate earnings and guidance to help us understand what the rest of the year will look like in the stock market.</p>\n<h2>The market still wants bad economic news</h2>\n<p>Investors are watching economic indicators very carefully, and a few important ones will be published in the first two weeks of July. Oddly, the stock market will probably react to these data points the exact opposite way from what you'd expect.</p>\n<p>Major stock indexes retreated a bit last month following a Federal Reserve meeting. Commentary from the Fed made it clear that interest-rate hikes would likely come sooner than later. Unemployment is falling faster than economists had expected, while inflation is growing into a more prominent risk that the central bank has to manage.</p>\n<p>If the new economic data suggests higher-than-expected growth or inflation, then we should experience a turbulent stock market. Capital will flow away from equities if interest rates are more likely to rise. Investors were a bit rattled last month, and new data points validating those concerns won't go unnoticed.</p>\n<p>ISM manufacturing data comes out on July 1, followed by the Bureau of Labor Statistics monthly employment report on July 2. The Consumer Price Index will be published on July 13. On July 16 we'll see valuable metrics on consumer sentiment and retail sales. Economists are expecting approximately 4.3% inflation. Several million jobs are forecast to be added this summer, as unemployment benefits expire and summer travel boosts economic activity.</p>\n<p>If employment doesn't meet those aggressive expectations, don't be shocked if the market jumps upward in the short term. I'd recommend maintaining a balanced portfolio that's designed to maximize long-term returns. Don't try to make big bets amid the uncertain conditions clouding the next few quarters.</p>\n<h2>More tough sledding ahead for airlines and hotels</h2>\n<p>Travel restrictions reemerged last month in parts of Europe, Asia, and Australia, due to the spread of the Delta coronavirus variant. That took a toll on travel and hospitality stocks that have international exposure.</p>\n<p>A caveat here: We don't really know how the next phase of the pandemic might play out. Vaccinations, widespread immunity, and government responses might make the Delta variant a relative non-issue, at least in comparison to the 2020 crisis. However, the scenes from India in recent months have really influenced regulators. Even if this emerging threat blows over quickly and travel restrictions are relaxed, some damage will be inflicted in the first few weeks of the month. It might be tough for those stocks to recover so quickly.</p>\n<p>Value investors might be looking to pounce on airline stocks, cruise lines, and hotel chains after those industries took a beating in June; the recent dip might wind up being a great entry point. But don't be shocked if things get worse before they get better: There's still plenty of room to move backward.</p>\n<h2>We'll kick off earnings season with a mixed bag</h2>\n<p>The first quarter was <a href=\"https://laohu8.com/S/AONE\">one</a> of the <b>S&amp;P 500</b>'s all-time greatest. Revenue and profits smashed analyst estimates for the majority of stocks, as sales grew at the highest rate in more than a decade. This was driven by fundamental economic strength, but also had support from stimulus checks and low interest rates.</p>\n<p>Things will be different in Q2, but the overall picture should still be positive. Stimulus checks shouldn't play such a large role this quarter, and employment figures have also been weaker. Retailers won't enjoy the same tailwinds as a result. Lower volatility in capital markets will also drag on earnings for major banks, which enjoyed excellent revenue from trading and asset management in the choppy markets of Q1. Still, most signs point to corporate earnings that display recovery and financial health in the S&amp;P 500.</p>\n<p>Big banks such as <b>Goldman Sachs</b> (NYSE:GS), <b>JPMorgan Chase</b> (NYSE:JPM), <b>Bank of America</b> (NYSE:BAC), <b>Wells Fargo</b> (NYSE:WFC), and <b>Citigroup</b> (NYSE:C) will provide insights on overall economic activity and their outlook. They'll be followed by the tech giants, such as FAANG stocks, <b>Tesla</b> (NASDAQ:TSLA), and <b>Microsoft</b> (NASDAQ:MSFT), which can update investors on consumer activity and tech growth.</p>\n<p>Will Q2 results be enough to satisfy analyst forecasts that were revised upwards following the first quarter? That would be tough. They'll be competing with loftier expectations, especially as we annualize the reopening activity that occurred last year in June. Remember, last quarter included a meaningful boost from the stimulus.</p>\n<p>If S&amp;P 500 stocks slump after they report Q2 earnings, try to read beyond the headlines. That might not signal anything wrong with their long-term performance, and a post-earnings dip could be a great time to scoop up these stocks at a discount.</p>\n<p>Any outlook provided by the management teams of companies that report early will be very informative, and could cause some market movement. Make sure your portfolio is ready to absorb volatility to both the upside and downside.</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 Biggest Stock Market Predictions for July</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 Biggest Stock Market Predictions for July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/30/my-3-biggest-stock-market-predictions-for-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June gave the stock market some time to breathe after a monster first-quarter earnings season came to a close. Investor attention turned to inflation, employment, and the Federal Reserve.\nWhile July ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/30/my-3-biggest-stock-market-predictions-for-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","GS":"高盛",".SPX":"S&P 500 Index","TSLA":"特斯拉","JPM":"摩根大通","MSFT":"微软","BAC":"美国银行","WFC":"富国银行",".DJI":"道琼斯","C":"花旗"},"source_url":"https://www.fool.com/investing/2021/06/30/my-3-biggest-stock-market-predictions-for-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147819091","content_text":"June gave the stock market some time to breathe after a monster first-quarter earnings season came to a close. Investor attention turned to inflation, employment, and the Federal Reserve.\nWhile July looks poised to start the same way, it will differ in a few key ways. As we enter the second half of the year, we'll be armed with more information from the Fed. We'll also have another quarter of corporate earnings and guidance to help us understand what the rest of the year will look like in the stock market.\nThe market still wants bad economic news\nInvestors are watching economic indicators very carefully, and a few important ones will be published in the first two weeks of July. Oddly, the stock market will probably react to these data points the exact opposite way from what you'd expect.\nMajor stock indexes retreated a bit last month following a Federal Reserve meeting. Commentary from the Fed made it clear that interest-rate hikes would likely come sooner than later. Unemployment is falling faster than economists had expected, while inflation is growing into a more prominent risk that the central bank has to manage.\nIf the new economic data suggests higher-than-expected growth or inflation, then we should experience a turbulent stock market. Capital will flow away from equities if interest rates are more likely to rise. Investors were a bit rattled last month, and new data points validating those concerns won't go unnoticed.\nISM manufacturing data comes out on July 1, followed by the Bureau of Labor Statistics monthly employment report on July 2. The Consumer Price Index will be published on July 13. On July 16 we'll see valuable metrics on consumer sentiment and retail sales. Economists are expecting approximately 4.3% inflation. Several million jobs are forecast to be added this summer, as unemployment benefits expire and summer travel boosts economic activity.\nIf employment doesn't meet those aggressive expectations, don't be shocked if the market jumps upward in the short term. I'd recommend maintaining a balanced portfolio that's designed to maximize long-term returns. Don't try to make big bets amid the uncertain conditions clouding the next few quarters.\nMore tough sledding ahead for airlines and hotels\nTravel restrictions reemerged last month in parts of Europe, Asia, and Australia, due to the spread of the Delta coronavirus variant. That took a toll on travel and hospitality stocks that have international exposure.\nA caveat here: We don't really know how the next phase of the pandemic might play out. Vaccinations, widespread immunity, and government responses might make the Delta variant a relative non-issue, at least in comparison to the 2020 crisis. However, the scenes from India in recent months have really influenced regulators. Even if this emerging threat blows over quickly and travel restrictions are relaxed, some damage will be inflicted in the first few weeks of the month. It might be tough for those stocks to recover so quickly.\nValue investors might be looking to pounce on airline stocks, cruise lines, and hotel chains after those industries took a beating in June; the recent dip might wind up being a great entry point. But don't be shocked if things get worse before they get better: There's still plenty of room to move backward.\nWe'll kick off earnings season with a mixed bag\nThe first quarter was one of the S&P 500's all-time greatest. Revenue and profits smashed analyst estimates for the majority of stocks, as sales grew at the highest rate in more than a decade. This was driven by fundamental economic strength, but also had support from stimulus checks and low interest rates.\nThings will be different in Q2, but the overall picture should still be positive. Stimulus checks shouldn't play such a large role this quarter, and employment figures have also been weaker. Retailers won't enjoy the same tailwinds as a result. Lower volatility in capital markets will also drag on earnings for major banks, which enjoyed excellent revenue from trading and asset management in the choppy markets of Q1. Still, most signs point to corporate earnings that display recovery and financial health in the S&P 500.\nBig banks such as Goldman Sachs (NYSE:GS), JPMorgan Chase (NYSE:JPM), Bank of America (NYSE:BAC), Wells Fargo (NYSE:WFC), and Citigroup (NYSE:C) will provide insights on overall economic activity and their outlook. They'll be followed by the tech giants, such as FAANG stocks, Tesla (NASDAQ:TSLA), and Microsoft (NASDAQ:MSFT), which can update investors on consumer activity and tech growth.\nWill Q2 results be enough to satisfy analyst forecasts that were revised upwards following the first quarter? That would be tough. They'll be competing with loftier expectations, especially as we annualize the reopening activity that occurred last year in June. Remember, last quarter included a meaningful boost from the stimulus.\nIf S&P 500 stocks slump after they report Q2 earnings, try to read beyond the headlines. That might not signal anything wrong with their long-term performance, and a post-earnings dip could be a great time to scoop up these stocks at a discount.\nAny outlook provided by the management teams of companies that report early will be very informative, and could cause some market movement. Make sure your portfolio is ready to absorb volatility to both the upside and downside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126976792,"gmtCreate":1624543367716,"gmtModify":1634004624685,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126976792","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879363504,"gmtCreate":1636682774925,"gmtModify":1636683290341,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[Miser]&nbsp;[Miser]&nbsp;AMD TTM!!","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[Miser]&nbsp;[Miser]&nbsp;AMD TTM!!","text":"$AMD(AMD)$[Miser] [Miser] AMD 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nioooo","listText":"My nioooo","text":"My nioooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156812953","repostId":"1171098897","repostType":4,"repost":{"id":"1171098897","kind":"news","pubTimestamp":1625207375,"share":"https://www.laohu8.com/m/news/1171098897?lang=&edition=full","pubTime":"2021-07-02 14:29","market":"us","language":"en","title":"Is Nio Rally Over For Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171098897","media":"Benzinga","summary":"Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading sessi","content":"<p>Shares of Chinese electric vehicle maker&nbsp;<b>Nio Inc</b>.&nbsp;declined more than 4% in the regular trading session on Thursday.</p>\n<p><b>What Happened:</b>The decline in Nio’s shares comes after three straight days of gains. The shares had risen above the $50 mark on Tuesday for the first time since early March amid bullish sentiment in the electric vehicle sector.</p>\n<p>Nio’s shares closed 4.3% lower in Thursday’s regular trading session at $50.90.</p>\n<p>The loss of momentum in Nio stock was attributed to concerns over theresurgance of COVID-19in the Asia-Pacific region, with a focus on the Delta variant.</p>\n<p><b>Do Bullish Factors Remain?</b>Nio stock closed above the 30 days and 200 days simple moving averages on Thursday, indicating overall bullish sentiments, as per Trading View data.&nbsp;A relative strength index (RSI) of 65.91 is also on the higher side, indicating a potential uptrend.</p>\n<p>Nioreported a 116.1% year-over-year surgein June deliveries on Tuesday, with the monthly increase representing a record for the company.</p>\n<p>In addition, Citi has recently increased its price target on the Nio stock to $72 from $58.30 and maintained a buy rating on the stock.</p>\n<p>Nio is also&nbsp;seeing high interest from retail investors.As of late Thursday, the company was the eleventh most-discussed stock on Reddit’s r/WallStreetBets forum, data from Quiver Quantitative showed. The WSB forum has 10.6 million members and is known for short squeezes.</p>\n<p>Nio, seen as a rival to&nbsp;<b>Tesla Inc</b>., has pioneered the concept ofbattery-as-a-servicethat would allow users to rent a battery instead of purchasing one.</p>\n<p>Nio has significantly accelerated the pace of building swap stations in the past two weeks. The EV maker aims to have 500 battery swap stations in operation in China by the end of this year.</p>\n<p>In addition,&nbsp; Nio has recentlyexpandedinto Norway and is on track to sell its ES8 SUV in the European nation.</p>\n<p>The ET7, Nio’sfourth mass-produced model, is scheduled for commercial launch in the first quarter of&nbsp;2022.</p>","source":"lsy1606299360108","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>Is Nio Rally Over For Now?</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\">\nIs Nio Rally Over For Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 14:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading session on Thursday.\nWhat Happened:The decline in Nio’s shares comes after three straight days of gains. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/07/21821955/is-nio-rally-over-for-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171098897","content_text":"Shares of Chinese electric vehicle maker Nio Inc. declined more than 4% in the regular trading session on Thursday.\nWhat Happened:The decline in Nio’s shares comes after three straight days of gains. The shares had risen above the $50 mark on Tuesday for the first time since early March amid bullish sentiment in the electric vehicle sector.\nNio’s shares closed 4.3% lower in Thursday’s regular trading session at $50.90.\nThe loss of momentum in Nio stock was attributed to concerns over theresurgance of COVID-19in the Asia-Pacific region, with a focus on the Delta variant.\nDo Bullish Factors Remain?Nio stock closed above the 30 days and 200 days simple moving averages on Thursday, indicating overall bullish sentiments, as per Trading View data. A relative strength index (RSI) of 65.91 is also on the higher side, indicating a potential uptrend.\nNioreported a 116.1% year-over-year surgein June deliveries on Tuesday, with the monthly increase representing a record for the company.\nIn addition, Citi has recently increased its price target on the Nio stock to $72 from $58.30 and maintained a buy rating on the stock.\nNio is also seeing high interest from retail investors.As of late Thursday, the company was the eleventh most-discussed stock on Reddit’s r/WallStreetBets forum, data from Quiver Quantitative showed. The WSB forum has 10.6 million members and is known for short squeezes.\nNio, seen as a rival to Tesla Inc., has pioneered the concept ofbattery-as-a-servicethat would allow users to rent a battery instead of purchasing one.\nNio has significantly accelerated the pace of building swap stations in the past two weeks. The EV maker aims to have 500 battery swap stations in operation in China by the end of this year.\nIn addition,  Nio has recentlyexpandedinto Norway and is on track to sell its ES8 SUV in the European nation.\nThe ET7, Nio’sfourth mass-produced model, is scheduled for commercial launch in the first quarter of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151760394,"gmtCreate":1625107386418,"gmtModify":1631885653108,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>UP UP UP!!","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>UP UP UP!!","text":"$STI ETF(ES3.SI)$UP UP UP!!","images":[{"img":"https://static.tigerbbs.com/5286ad8d523806b97be389e5a9de884b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151760394","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153643443,"gmtCreate":1625023815882,"gmtModify":1631885653153,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>up please","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>up please","text":"$STI ETF(ES3.SI)$up please","images":[{"img":"https://static.tigerbbs.com/79e286cdb6739fa9aeff6c55f16631cb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153643443","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186483890,"gmtCreate":1623522258510,"gmtModify":1634032157995,"author":{"id":"3586342075674877","authorId":"3586342075674877","name":"Zacyai","avatar":"https://static.tigerbbs.com/b6f32a4e60bf17a21b0f035a0fc2ce21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586342075674877","authorIdStr":"3586342075674877"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186483890","repostId":"1189143522","repostType":4,"repost":{"id":"1189143522","kind":"news","pubTimestamp":1623513679,"share":"https://www.laohu8.com/m/news/1189143522?lang=&edition=full","pubTime":"2021-06-13 00:01","market":"us","language":"en","title":"Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189143522","media":"Barron's","summary":"Snowflake remains one of the best growth stories in the history of the software business, and that h","content":"<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.</p>\n<p>In meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.</p>\n<p>Snowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.</p>\n<p>The long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.</p>\n<p>Canaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.</p>\n<p>But Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”</p>\n<p>Likewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.</p>","source":"lsy1610680873436","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>Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.</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\">\nSnowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 00:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.\nIn meeting with analysts on Thursday,the cloud-...</p>\n\n<a href=\"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189143522","content_text":"Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.\nIn meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.\nSnowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.\nThe long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.\nCanaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.\nBut Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”\nLikewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}