PaigeHeng的个人主页 - 老虎社区

PaigeHeng

PaigeHeng

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2021-08-30

up and beyond

2021-08-26

👍🏻

Tuesday's Market Minute: Markets Rally On FDA Vaccine Approval

2021-08-18

$Pfizer(PFE)$😍

2021-08-13

$Apple(AAPL)$Up and beyond!

2021-08-12

$Apple(AAPL)$Finally it is going up!!

2021-08-12

👍🏻👍🏻👍🏻👍🏻👍🏻

J & J Snack Foods Corp. Announces Quarterly Cash Dividend

2021-08-05

Buyyyyyy

抱歉，原内容已删除

2021-07-30

👍🏻👍🏻

@Jac05:$拼多多(PDD)$拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗？

2021-07-23

👍🏻👍🏻👍🏻👍🏻

Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings

2021-07-21

To the moon

Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate

2021-07-14

😍

Why the CDC and FDA Just Slapped Down Pfizer and Moderna

2021-07-04

Yes!

NIO May Grow Even Faster Than Expected

2021-07-01

Yay!!!!

抱歉，原内容已删除

2021-07-01

$NIO Inc.(NIO)$Looking forward!

2021-06-30

Happy!

抱歉，原内容已删除

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Despite the Delta variant unleashing renewed fears of economic shutdowns globally and other factors that should be dampening markets – supply chain issues, labor and semiconductor shortages, inflation – stocks remain at all-time-highs.</p>\n<p>“Markets climb that wall of worry,” said the Network’s own Scott Connor. The S&amp;P 500 (SPX) hit an intraday high in Monday’s session, ending the day up 0.85% while the Nasdaq-100 (NDX) settled 1.46% higher at a record close. Even the indices not at records made headway Monday: the Dow Jones Industrial Avg. ($DJI) rose 0.6% and the small-cap Russell 2000 (RUT) gained 1.88%.</p>\n<p>It seems anything coronavirus-related still holds the most weight in markets right now as the gains were spurred by the FDA’s granting full approval of its first COVID-19 vaccine made by <strong>Pfizer </strong>(NYSE:PFE) and <strong>BioNTech </strong>(NASDAQ:BNTX). 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Despite the Delta variant unleashing renewed fears of economic shutdowns globally and other factors that should be dampening markets – supply chain issues, labor and semiconductor shortages, inflation – stocks remain at all-time-highs.\n“Markets climb that wall of worry,” said the Network’s own Scott Connor. The S&P 500 (SPX) hit an intraday high in Monday’s session, ending the day up 0.85% while the Nasdaq-100 (NDX) settled 1.46% higher at a record close. Even the indices not at records made headway Monday: the Dow Jones Industrial Avg. ($DJI) rose 0.6% and the small-cap Russell 2000 (RUT) gained 1.88%.\nIt seems anything coronavirus-related still holds the most weight in markets right now as the gains were spurred by the FDA’s granting full approval of its first COVID-19 vaccine made by Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX). In addition to vaccine makers, reopening stocks within the travel and restaurant industries led Monday’s rally as well as energy stocks. Crude oil futures (/CL) put an end to their longest losing streak since 2019, notching their biggest daily percentage gain since March.\nThat resulted in shares of Diamondback (NASDAQ:FANG) and Devon Energy (NYSE:DVN) gaining about 6%, while Occidental Petroleum (OXY) rose nearly 7% Monday.\nImage by Johaehn from Pixabay","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833203025,"gmtCreate":1629243274467,"gmtModify":1631884085999,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>😍","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>😍","text":"$Pfizer(PFE)$😍","images":[{"img":"https://static.tigerbbs.com/74ab9771b0174d404c031e74f501c952","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833203025","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897017572,"gmtCreate":1628862927496,"gmtModify":1631890221863,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Up and beyond!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Up and beyond!&nbsp;","text":"$Apple(AAPL)$Up and beyond!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897017572","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091323235232030","authorId":"4091323235232030","name":"石榴妹","avatar":"https://static.tigerbbs.com/413423e8f3e3a26540b6606ff36eccff","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091323235232030","authorIdStr":"4091323235232030"},"content":"这才是价值投资[强]。有机会交流下经验","text":"这才是价值投资[强]。有机会交流下经验","html":"这才是价值投资[强]。有机会交流下经验"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894934934,"gmtCreate":1628781605128,"gmtModify":1631890221868,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Finally it is going up!!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Finally it is going up!!","text":"$Apple(AAPL)$Finally it is going up!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894934934","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895231014,"gmtCreate":1628745531538,"gmtModify":1631890221872,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895231014","repostId":"2157841499","repostType":2,"repost":{"id":"2157841499","kind":"highlight","weMediaInfo":{"introduction":"Share your news with media, investors, and consumers with targeted distribution options from one of the world’s largest and most trusted newswires.","home_visible":1,"media_name":"GlobeNewswire","id":"1016364462","head_image":"https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a"},"pubTimestamp":1628251200,"share":"https://www.laohu8.com/m/news/2157841499?lang=&edition=full","pubTime":"2021-08-06 20:00","market":"us","language":"en","title":"J & J Snack Foods Corp. Announces Quarterly Cash Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2157841499","media":"GlobeNewswire","summary":"PENNSAUKEN, N.J., Aug.  06, 2021  (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (NASDAQ-JJSF) announce","content":"<html><body><p>PENNSAUKEN, N.J., Aug.  06, 2021  (GLOBE NEWSWIRE) -- J &amp; J Snack Foods Corp. (NASDAQ-JJSF) announced today that its Board of Directors has declared a regular quarterly cash dividend of $.633 per share of its common stock payable on October 11th, to shareholders of record as of the close of business on September 20th.<br/></p> <p>J&amp;J Snack Foods Corp. (NASDAQ: JJSF) is a leader and innovator in the snack food industry, providing innovative, niche and affordable branded snack foods and beverages to foodservice and retail supermarket outlets. Manufactured and distributed nationwide, our principal products include SUPERPRETZEL, the #1 soft pretzel brand in the world, as well as internationally known ICEE and SLUSH PUPPIE frozen beverages, LUIGI’S Real Italian Ice, MINUTE MAID* frozen ices, WHOLE FRUIT sorbet and frozen fruit bars, SOUR PATCH KIDS** Flavored Ice Pops, Tio Pepe’s &amp; CALIFORNIA CHURROS, and THE FUNNEL CAKE FACTORY funnel cakes and several bakery brands within DADDY RAY’S, COUNTRY HOME BAKERS and HILL &amp; VALLEY. J&amp;J Snack Foods Corp. has approximately twenty manufacturing facilities and generates more than $1 billion in annual revenue. The Company has a history of strong sales growth and financial performance and remains focused on opportunities to expand its unique niche market product offering while bringing smiles to families worldwide. For more information, please visit http://www.jjsnack.com.</p> <p><em>*MINUTE MAID is a registered trademark of The Coca-Cola Company</em></p> <p>**SOUR PATCH KIDS is a registered trademark of Mondelēz International group, used under license.</p> <pre>CONTACT: Contact: Ken A. Plunk\nSenior Vice President\nChief Financial Officer\n(615) 587-4374\n</pre> <br/><img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/ZWQ2ZmYxNTUtMGFkOS00ODE2LWE5MmEtYWM3MTQ2YTY2YzJiLTEwMzk4MDk=/tiny/J-J-Snack-Foods-Corp-.png\"/></body></html>","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>J & J Snack Foods Corp. Announces Quarterly Cash Dividend</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\">\nJ & J Snack Foods Corp. Announces Quarterly Cash Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016364462\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GlobeNewswire </p>\n<p class=\"h-time\">2021-08-06 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>PENNSAUKEN, N.J., Aug.  06, 2021  (GLOBE NEWSWIRE) -- J &amp; J Snack Foods Corp. (NASDAQ-JJSF) announced today that its Board of Directors has declared a regular quarterly cash dividend of $.633 per share of its common stock payable on October 11th, to shareholders of record as of the close of business on September 20th.<br/></p> <p>J&amp;J Snack Foods Corp. (NASDAQ: JJSF) is a leader and innovator in the snack food industry, providing innovative, niche and affordable branded snack foods and beverages to foodservice and retail supermarket outlets. Manufactured and distributed nationwide, our principal products include SUPERPRETZEL, the #1 soft pretzel brand in the world, as well as internationally known ICEE and SLUSH PUPPIE frozen beverages, LUIGI’S Real Italian Ice, MINUTE MAID* frozen ices, WHOLE FRUIT sorbet and frozen fruit bars, SOUR PATCH KIDS** Flavored Ice Pops, Tio Pepe’s &amp; CALIFORNIA CHURROS, and THE FUNNEL CAKE FACTORY funnel cakes and several bakery brands within DADDY RAY’S, COUNTRY HOME BAKERS and HILL &amp; VALLEY. J&amp;J Snack Foods Corp. has approximately twenty manufacturing facilities and generates more than $1 billion in annual revenue. The Company has a history of strong sales growth and financial performance and remains focused on opportunities to expand its unique niche market product offering while bringing smiles to families worldwide. For more information, please visit http://www.jjsnack.com.</p> <p><em>*MINUTE MAID is a registered trademark of The Coca-Cola Company</em></p> <p>**SOUR PATCH KIDS is a registered trademark of Mondelēz International group, used under license.</p> <pre>CONTACT: Contact: Ken A. Plunk\nSenior Vice President\nChief Financial Officer\n(615) 587-4374\n</pre> <br/><img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/ZWQ2ZmYxNTUtMGFkOS00ODE2LWE5MmEtYWM3MTQ2YTY2YzJiLTEwMzk4MDk=/tiny/J-J-Snack-Foods-Corp-.png\"/></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"source_url":"https://www.globenewswire.com/news-release/2021/08/06/2276656/18519/en/J-J-Snack-Foods-Corp-Announces-Quarterly-Cash-Dividend.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157841499","content_text":"PENNSAUKEN, N.J., Aug.  06, 2021  (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (NASDAQ-JJSF) announced today that its Board of Directors has declared a regular quarterly cash dividend of $.633 per share of its common stock payable on October 11th, to shareholders of record as of the close of business on September 20th. J&J Snack Foods Corp. (NASDAQ: JJSF) is a leader and innovator in the snack food industry, providing innovative, niche and affordable branded snack foods and beverages to foodservice and retail supermarket outlets. Manufactured and distributed nationwide, our principal products include SUPERPRETZEL, the #1 soft pretzel brand in the world, as well as internationally known ICEE and SLUSH PUPPIE frozen beverages, LUIGI’S Real Italian Ice, MINUTE MAID* frozen ices, WHOLE FRUIT sorbet and frozen fruit bars, SOUR PATCH KIDS** Flavored Ice Pops, Tio Pepe’s & CALIFORNIA CHURROS, and THE FUNNEL CAKE FACTORY funnel cakes and several bakery brands within DADDY RAY’S, COUNTRY HOME BAKERS and HILL & VALLEY. J&J Snack Foods Corp. has approximately twenty manufacturing facilities and generates more than $1 billion in annual revenue. The Company has a history of strong sales growth and financial performance and remains focused on opportunities to expand its unique niche market product offering while bringing smiles to families worldwide. For more information, please visit http://www.jjsnack.com. *MINUTE MAID is a registered trademark of The Coca-Cola Company **SOUR PATCH KIDS is a registered trademark of Mondelēz International group, used under license. CONTACT: Contact: Ken A. Plunk\nSenior Vice President\nChief Financial Officer\n(615) 587-4374","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899902966,"gmtCreate":1628148625055,"gmtModify":1631890221876,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Buyyyyyy","listText":"Buyyyyyy","text":"Buyyyyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899902966","repostId":"1158747638","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806040531,"gmtCreate":1627619703923,"gmtModify":1631890221875,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806040531","repostId":"808841446","repostType":1,"repost":{"id":808841446,"gmtCreate":1627570480685,"gmtModify":1633758176012,"author":{"id":"3566870023070115","authorId":"3566870023070115","name":"Jac05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566870023070115","authorIdStr":"3566870023070115"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","text":"$拼多多(PDD)$拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808841446","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175975637,"gmtCreate":1627004978329,"gmtModify":1631890221878,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175975637","repostId":"1136017934","repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"<p>Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.</p>\n<p>The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.</p>\n<p>Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.</p>\n<p>Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.</p>\n<p>For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.</p>\n<p>Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.</p>\n<p>Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.</p>\n<p>BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)</p>\n<p>KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings</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\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178288642,"gmtCreate":1626823741686,"gmtModify":1631890221883,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178288642","repostId":"2153591692","repostType":2,"repost":{"id":"2153591692","kind":"highlight","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":1626811324,"share":"https://www.laohu8.com/m/news/2153591692?lang=&edition=full","pubTime":"2021-07-21 04:02","market":"us","language":"en","title":"Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2153591692","media":"Benzinga","summary":"Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate","content":"<html><body><p>Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate</p></body></html>","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>Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate\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\">2021-07-21 04:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","NFLX":"奈飞"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22070495/netflix-q2-eps-2-97-vs-3-15-estimate-sales-7-34b-beat-7-32b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153591692","content_text":"Netflix Q2 EPS $2.97 vs $3.15 Estimate, Sales $7.34B Beat $7.32B Estimate","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145408787,"gmtCreate":1626234225849,"gmtModify":1631890221883,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"😍","listText":"😍","text":"😍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145408787","repostId":"2151550481","repostType":4,"repost":{"id":"2151550481","kind":"highlight","pubTimestamp":1626231600,"share":"https://www.laohu8.com/m/news/2151550481?lang=&edition=full","pubTime":"2021-07-14 11:00","market":"us","language":"en","title":"Why the CDC and FDA Just Slapped Down Pfizer and Moderna","url":"https://stock-news.laohu8.com/highlight/detail?id=2151550481","media":"Motley Fool","summary":"There's a bit of a brouhaha over booster doses.","content":"<p><b>Pfizer</b> (NYSE:PFE)&nbsp;and&nbsp;<b>Moderna</b> (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control &amp; Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The FDA granted quick approvals to both drugmakers' COVID-19 vaccines last December. The CDC has encouraged Americans to receive both vaccines.</p>\n<p>However, some might now think that the honeymoon is over. Pfizer and Moderna have recently expressed support for booster doses. The CDC and FDA issued a joint public statement last week that appeared to contradict this view. Here's why the two federal agencies just slapped down Pfizer and Moderna.</p>\n<p><img src=\"https://static.tigerbbs.com/9282ceea65d6d87d5e9d88017233aa2a\" tg-width=\"700\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>A quick and forceful response</h3>\n<p>On July 8, Pfizer chief scientific officer Mikael Dolsten told Reuters in an interview that his company and its partner, <b>BioNTech</b> (NASDAQ:BNTX), plan to soon file for U.S. and European emergency use authorizations (EUA) for a third booster dose. In a separate interview on the same day with CTV News Channel, Moderna co-founder Derrick Rossi said that \"a booster is almost certainly the way.\"</p>\n<p>Rossi doesn't serve on Moderna's management team or board of directors,&nbsp;so his comments didn't represent the biotech's official stance. However, Moderna CEO Stephane Bancel stated in the company's first-quarter conference call: \"We have said for right now that we believe booster shots will be needed as we believe that the virus is not going away.\"</p>\n<p>Later in the day on July 8, the CDC and FDA issued a joint statement on vaccine boosters. The agencies stated:</p>\n<blockquote>\n Americans who have been fully vaccinated do not need a booster shot at this time. FDA, CDC, and NIH are engaged in a science-based, rigorous process to consider whether or when a booster might be necessary. This process takes into account laboratory data, clinical trial data, and cohort data -- which can include data from specific pharmaceutical companies, but does not rely on those data exclusively. We continue to review any new data as it becomes available and will keep the public informed. We are prepared for booster doses if and when the science demonstrates that they are needed.\n</blockquote>\n<p>The CDC-FDA statement appeared to be a direct slap-down -- especially to Pfizer. But why would the agencies respond so quickly and forcefully? The main reason is probably that they don't want to worry Americans who have already been vaccinated, nor give any reason for unvaccinated individuals to delay receiving a vaccine.</p>\n<p>However, I suspect that the FDA, in particular, also had another motivation. The agency doesn't want to be viewed as having too cozy of a relationship with any drugmaker. It has been heavily criticized for the process followed in approving <b>Biogen</b>'s Alzheimer's disease drug Aduhelm. FDA Commissioner Dr. Janet Woodcock even requested an independent investigation into interactions between the agency's staff and Biogen during the review process for the drug.</p>\n<h3>Reconciliable differences</h3>\n<p>Despite the seeming squabble, I don't think that the CDC and the FDA are really in direct opposition to what Pfizer and Moderna have said. There are several similarities between their public statements.</p>\n<p>Both sides agree that the currently available messenger RNA (mRNA) vaccines remain effective at preventing COVID-19. Both also look to data to form their views.</p>\n<p>Pfizer and BioNTech stated last week that their initial data indicates that a third booster dose generates significantly higher antibody levels than only two doses -- five to 10 times more. The CDC and FDA haven't seen this data yet, though. Pfizer and BioNTech expect to submit the data to the FDA as well as to the European Medicines Agency and other regulatory authorities within the next few weeks.</p>\n<p>The differences between the CDC-FDA view and Pfizer-BioNTech-Moderna perspective appear to be mainly related to timing. The drugmakers believe they've seen enough data to know now that booster doses will be needed, while the federal agencies think they need to see more data but aren't ruling out the potential need for booster doses.</p>\n<h3>Why all of this matters</h3>\n<p>Clearly, Pfizer, BioNTech, and Moderna benefit financially if booster doses are needed. The more COVID-19 vaccine doses are required, the higher the companies' sales will be and the better the vaccine stocks will likely perform.</p>\n<p>Government agencies aren't (or at least shouldn't be) concerned with how much money any of these companies make. However, they are responsible for promoting public health. If booster doses are what it takes to effectively fight the spread of COVID-19, they'll be authorized.</p>\n<p>My hunch is that the recent real-world data from Israel gives a good clue as to what will happen going forward. That data found only 64% efficacy of the Pfizer-BioNTech vaccine against COVID-19 overall, down from 94% a month earlier, primarily because of the spread of the delta variant. If a third booster dose can get efficacy closer to the initial level, it would be shocking if authorizations aren't granted.</p>\n<p>Pfizer, Moderna, the CDC, and the FDA might not always be in harmony. However, I predict they'll soon be singing from the same page when it comes to the need for booster doses.</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>Why the CDC and FDA Just Slapped Down Pfizer and Moderna</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\">\nWhy the CDC and FDA Just Slapped Down Pfizer and Moderna\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control & Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/07/13/why-the-fda-and-cdc-just-slapped-down-pfizer-and-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151550481","content_text":"Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) have enjoyed good working relationships with both the Centers for Disease Control & Prevention (CDC) and the U.S. Food and Drug Administration (FDA). The FDA granted quick approvals to both drugmakers' COVID-19 vaccines last December. The CDC has encouraged Americans to receive both vaccines.\nHowever, some might now think that the honeymoon is over. Pfizer and Moderna have recently expressed support for booster doses. The CDC and FDA issued a joint public statement last week that appeared to contradict this view. Here's why the two federal agencies just slapped down Pfizer and Moderna.\n\nImage source: Getty Images.\nA quick and forceful response\nOn July 8, Pfizer chief scientific officer Mikael Dolsten told Reuters in an interview that his company and its partner, BioNTech (NASDAQ:BNTX), plan to soon file for U.S. and European emergency use authorizations (EUA) for a third booster dose. In a separate interview on the same day with CTV News Channel, Moderna co-founder Derrick Rossi said that \"a booster is almost certainly the way.\"\nRossi doesn't serve on Moderna's management team or board of directors, so his comments didn't represent the biotech's official stance. However, Moderna CEO Stephane Bancel stated in the company's first-quarter conference call: \"We have said for right now that we believe booster shots will be needed as we believe that the virus is not going away.\"\nLater in the day on July 8, the CDC and FDA issued a joint statement on vaccine boosters. The agencies stated:\n\n Americans who have been fully vaccinated do not need a booster shot at this time. FDA, CDC, and NIH are engaged in a science-based, rigorous process to consider whether or when a booster might be necessary. This process takes into account laboratory data, clinical trial data, and cohort data -- which can include data from specific pharmaceutical companies, but does not rely on those data exclusively. We continue to review any new data as it becomes available and will keep the public informed. We are prepared for booster doses if and when the science demonstrates that they are needed.\n\nThe CDC-FDA statement appeared to be a direct slap-down -- especially to Pfizer. But why would the agencies respond so quickly and forcefully? The main reason is probably that they don't want to worry Americans who have already been vaccinated, nor give any reason for unvaccinated individuals to delay receiving a vaccine.\nHowever, I suspect that the FDA, in particular, also had another motivation. The agency doesn't want to be viewed as having too cozy of a relationship with any drugmaker. It has been heavily criticized for the process followed in approving Biogen's Alzheimer's disease drug Aduhelm. FDA Commissioner Dr. Janet Woodcock even requested an independent investigation into interactions between the agency's staff and Biogen during the review process for the drug.\nReconciliable differences\nDespite the seeming squabble, I don't think that the CDC and the FDA are really in direct opposition to what Pfizer and Moderna have said. There are several similarities between their public statements.\nBoth sides agree that the currently available messenger RNA (mRNA) vaccines remain effective at preventing COVID-19. Both also look to data to form their views.\nPfizer and BioNTech stated last week that their initial data indicates that a third booster dose generates significantly higher antibody levels than only two doses -- five to 10 times more. The CDC and FDA haven't seen this data yet, though. Pfizer and BioNTech expect to submit the data to the FDA as well as to the European Medicines Agency and other regulatory authorities within the next few weeks.\nThe differences between the CDC-FDA view and Pfizer-BioNTech-Moderna perspective appear to be mainly related to timing. The drugmakers believe they've seen enough data to know now that booster doses will be needed, while the federal agencies think they need to see more data but aren't ruling out the potential need for booster doses.\nWhy all of this matters\nClearly, Pfizer, BioNTech, and Moderna benefit financially if booster doses are needed. The more COVID-19 vaccine doses are required, the higher the companies' sales will be and the better the vaccine stocks will likely perform.\nGovernment agencies aren't (or at least shouldn't be) concerned with how much money any of these companies make. However, they are responsible for promoting public health. If booster doses are what it takes to effectively fight the spread of COVID-19, they'll be authorized.\nMy hunch is that the recent real-world data from Israel gives a good clue as to what will happen going forward. That data found only 64% efficacy of the Pfizer-BioNTech vaccine against COVID-19 overall, down from 94% a month earlier, primarily because of the spread of the delta variant. If a third booster dose can get efficacy closer to the initial level, it would be shocking if authorizations aren't granted.\nPfizer, Moderna, the CDC, and the FDA might not always be in harmony. However, I predict they'll soon be singing from the same page when it comes to the need for booster doses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155367457,"gmtCreate":1625377719279,"gmtModify":1633941086246,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155367457","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158136889,"gmtCreate":1625135153241,"gmtModify":1633944421040,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Yay!!!!","listText":"Yay!!!!","text":"Yay!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158136889","repostId":"2148429138","repostType":2,"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151541569,"gmtCreate":1625100105051,"gmtModify":1633944845430,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a 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forward!","images":[{"img":"https://static.tigerbbs.com/3ce27e63fe397c08a8bcb62ed3d6c8c7","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151541569","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151107094,"gmtCreate":1625066139518,"gmtModify":1633945218164,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Happy!&nbsp;","listText":"Happy!&nbsp;","text":"Happy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151107094","repostId":"1155548924","repostType":2,"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833203025,"gmtCreate":1629243274467,"gmtModify":1631884085999,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a 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beyond!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897017572","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091323235232030","authorId":"4091323235232030","name":"石榴妹","avatar":"https://static.tigerbbs.com/413423e8f3e3a26540b6606ff36eccff","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091323235232030","authorIdStr":"4091323235232030"},"content":"这才是价值投资[强]。有机会交流下经验","text":"这才是价值投资[强]。有机会交流下经验","html":"这才是价值投资[强]。有机会交流下经验"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894934934,"gmtCreate":1628781605128,"gmtModify":1631890221868,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Finally it is going up!!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Finally it is going up!!","text":"$Apple(AAPL)$Finally it is going up!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894934934","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175975637,"gmtCreate":1627004978329,"gmtModify":1631890221878,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175975637","repostId":"1136017934","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806040531,"gmtCreate":1627619703923,"gmtModify":1631890221875,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806040531","repostId":"808841446","repostType":1,"repost":{"id":808841446,"gmtCreate":1627570480685,"gmtModify":1633758176012,"author":{"id":"3566870023070115","authorId":"3566870023070115","name":"Jac05","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566870023070115","authorIdStr":"3566870023070115"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","text":"$拼多多(PDD)$拼多多放一波又会起来的，毕竟纳斯达克都新高了，拼多多要跌到哪里去，再跌可能吗 ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808841446","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155367457,"gmtCreate":1625377719279,"gmtModify":1633941086246,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155367457","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625063251,"share":"https://www.laohu8.com/m/news/1155548924?lang=&edition=full","pubTime":"2021-06-30 22:27","market":"us","language":"en","title":"EV stocks surged in Wednesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155548924","media":"Tiger Newspress","summary":"EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.","content":"<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" 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Wednesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" tg-height=\"352\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155548924","content_text":"EV stocks surged in Wednesday morning trading.Nio, Li Auto and Tesla climbed between 0.7% and 5.6%. While Xpeng Motors fell 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158136889,"gmtCreate":1625135153241,"gmtModify":1633944421040,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"Yay!!!!","listText":"Yay!!!!","text":"Yay!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158136889","repostId":"2148429138","repostType":2,"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151541569,"gmtCreate":1625100105051,"gmtModify":1633944845430,"author":{"id":"4087866747111470","authorId":"4087866747111470","name":"PaigeHeng","avatar":"https://static.tigerbbs.com/ee8f1e3e96488b03377c4dbbf4776832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087866747111470","authorIdStr":"4087866747111470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Looking forward!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Looking forward!&nbsp;","text":"$NIO Inc.(NIO)$Looking forward!","images":[{"img":"https://static.tigerbbs.com/3ce27e63fe397c08a8bcb62ed3d6c8c7","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151541569","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}