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Tyler_Ang

Tyler_Ang

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2021-08-26

Apple up up up

Apple: Bernstein Forecasts Google Will Pay $15 Billion in FY2021 For Being Default Search Engine on iOS, Up From $10 Billion in 2020, Seen as Creating Higher Risk for Shares

2021-08-26

Oh no

抱歉，原内容已删除

2021-09-05

$Celsius Holdings, Inc.(CELH)$Check out their IG https://instagram.com/celsiusofficial?utm_medium=copy_link

去老虎APP查看更多动态

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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810935855","repostId":"2162059919","repostType":4,"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810931348,"gmtCreate":1629938291484,"gmtModify":1633681341790,"author":{"id":"4091328939234790","authorId":"4091328939234790","name":"Tyler_Ang","avatar":"https://static.tigerbbs.com/13f0228d6c4c2f4c17dad73a78d15ab0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091328939234790","authorIdStr":"4091328939234790"},"themes":[],"htmlText":"Oh no&nbsp;","listText":"Oh no&nbsp;","text":"Oh 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href=\"https://laohu8.com/S/AONE.U\">one</a> of the production lines at its contract manufacturing site in Spain.</p>\n<p>The lot with complaints had 565,400 doses and \"out of an abundance of caution\" Moderna has put on hold the lot and two adjacent ones.</p>\n<p>\"To date, no safety or efficacy issues have been identified,\" Moderna said, adding that it would work with its partner Takeda Pharmaceutical as well as the regulators to address the issue.</p>\n<p>Takeda said it conducted an emergency examination after particulate matter was found in a lot of vaccine vials at an inoculation site.</p>\n<p>The health ministry said on early Thursday it decided to withdraw some doses as a precaution after consultation with Takeda but will strive to minimize the impact of the withdrawal on its inoculation plans.</p>\n<p>Prime Minister Yoshihide Suga had said on Wednesday about 60% of the public will be fully vaccinated by September end and that the country had enough vaccines to provide booster doses if such a decision is taken.</p>\n<p>Nikkei first reported the news about the contaminated vials, citing the health ministry. (Reporting by Manojna Maddipatla and Nikhil Kurian Nainan in Bengaluru; Editing by Arun Koyyur)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna withholds 1.63 mln COVID-19 vaccine doses in Japan due to contamination</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\">\nModerna withholds 1.63 mln COVID-19 vaccine doses in Japan due to contamination\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-moderna-withholds-1-63-235432926.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aug 25 (Reuters) - Moderna Inc has withheld supply of about 1.63 million doses in Japan after it was notified of contamination of its COVID-19 vaccine vials with particulate matter, the U.S. vaccine ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-moderna-withholds-1-63-235432926.html\">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.","TAK":"武田制药"},"source_url":"https://finance.yahoo.com/news/1-moderna-withholds-1-63-235432926.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162638260","content_text":"Aug 25 (Reuters) - Moderna Inc has withheld supply of about 1.63 million doses in Japan after it was notified of contamination of its COVID-19 vaccine vials with particulate matter, the U.S. vaccine maker said on Wednesday.\nThe contamination, the company said, could be due to a manufacturing issue in one of the production lines at its contract manufacturing site in Spain.\nThe lot with complaints had 565,400 doses and \"out of an abundance of caution\" Moderna has put on hold the lot and two adjacent ones.\n\"To date, no safety or efficacy issues have been identified,\" Moderna said, adding that it would work with its partner Takeda Pharmaceutical as well as the regulators to address the issue.\nTakeda said it conducted an emergency examination after particulate matter was found in a lot of vaccine vials at an inoculation site.\nThe health ministry said on early Thursday it decided to withdraw some doses as a precaution after consultation with Takeda but will strive to minimize the impact of the withdrawal on its inoculation plans.\nPrime Minister Yoshihide Suga had said on Wednesday about 60% of the public will be fully vaccinated by September end and that the country had enough vaccines to provide booster doses if such a decision is taken.\nNikkei first reported the news about the contaminated vials, citing the health ministry. (Reporting by Manojna Maddipatla and Nikhil Kurian Nainan in Bengaluru; Editing by Arun Koyyur)","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810935855,"gmtCreate":1629938578877,"gmtModify":1633681337988,"author":{"id":"4091328939234790","authorId":"4091328939234790","name":"Tyler_Ang","avatar":"https://static.tigerbbs.com/13f0228d6c4c2f4c17dad73a78d15ab0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091328939234790","authorIdStr":"4091328939234790"},"themes":[],"htmlText":"Apple up up up&nbsp;","listText":"Apple up up up&nbsp;","text":"Apple up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810935855","repostId":"2162059919","repostType":4,"repost":{"id":"2162059919","pubTimestamp":1629934680,"share":"https://www.laohu8.com/m/news/2162059919?lang=&edition=full","pubTime":"2021-08-26 07:38","market":"us","language":"en","title":"Apple: Bernstein Forecasts Google Will Pay $15 Billion in FY2021 For Being Default Search Engine on iOS, Up From $10 Billion in 2020, Seen as Creating Higher Risk for Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2162059919","media":"StreetInsider","summary":"Bernstein senior analyst Tony Sacconaghi projects Google  will have to pay almost $15 billion to Apple  for being the default search engine on iOS, much higher than what it used to pay previously.Renowned analyst forecasts 2020 payments at about $10 billion, higher than the previous estimate of $8 billion. This figure comes from the analysis of the recent documents released from Apple, as well as a bottom-up analysis of Google's TAC .The 2021 forecast of $15 billion is “amazing” as it contribute","content":"<p>Bernstein senior analyst Tony Sacconaghi projects Google (NASDAQ: GOOGL) will have to pay almost $15 billion to Apple (NASDAQ: AAPL) for being the default search engine on iOS, much higher than what it used to pay previously.</p>\n<p>Renowned analyst forecasts 2020 payments at about $10 billion, higher than the previous estimate of $8 billion. This figure comes from the analysis of the recent documents released from Apple, as well as a bottom-up analysis of Google's TAC (traffic acquisition costs).</p>\n<p>“We estimate that Google's TAC payments to Apple (40+% CAGR for CY 2016-2020) are growing notably faster than GOOG's overall TAC (~18% CAGR) – and will likely continue to - for two reasons: (i) Google's payments to Distribution Partners (Apple, other search partnership) are growing faster than to its Network Members (websites); and (ii) Apple's mobile web traffic share has increased substantially over the last 5 years. The upshot is that we estimate that ~39% of Google's TAC will go to Apple in CY2021 up from ~13% in CY2013,” Sacconaghi wrote in a client note.</p>\n<p>The 2021 forecast of $15 billion is “amazing” as it contributes about 850 bps to Services growth YoY and represents about 9% of Apple’s total gross profits. Higher payments from Google also mean higher risks for Apple.</p>\n<p>“We see two potential risks to GOOG's payments to AAPL: (1) regulatory risk, which we believe is real, but likely years away; we see a potential 4-5% impact to Apple's gross profits from an adverse ruling; &amp; (2) that Google chooses to stop paying Apple to be the default search engine altogether, or looks to renegotiate terms and pay less. We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it. That said, with payments likely to approach $18 - $20B in FY 22, it not implausible that Google could revisit its strategy,” Sacconaghi adds.</p>\n<p>As a result, the analyst believes “risk reward is balanced to modestly negative on the stock over the next six months” as shares trade at 27x P/FE, above its historical relative levels (1.25x vs. 0.90x), especially bearing in mind potential for weak to no revenue growth in FY 22.</p>\n<p>Shares of Apple are trading around the $150.00 mark in pre-open Wednesday.</p>\n<p>Berstein has a \"Market Perform\" rating on AAPL with a price target of $132.00 per share.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Bernstein Forecasts Google Will Pay $15 Billion in FY2021 For Being Default Search Engine on iOS, Up From $10 Billion in 2020, Seen as Creating Higher Risk for Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Bernstein Forecasts Google Will Pay $15 Billion in FY2021 For Being Default Search Engine on iOS, Up From $10 Billion in 2020, Seen as Creating Higher Risk for Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18861344><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein senior analyst Tony Sacconaghi projects Google (NASDAQ: GOOGL) will have to pay almost $15 billion to Apple (NASDAQ: AAPL) for being the default search engine on iOS, much higher than what ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18861344\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18861344","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162059919","content_text":"Bernstein senior analyst Tony Sacconaghi projects Google (NASDAQ: GOOGL) will have to pay almost $15 billion to Apple (NASDAQ: AAPL) for being the default search engine on iOS, much higher than what it used to pay previously.\nRenowned analyst forecasts 2020 payments at about $10 billion, higher than the previous estimate of $8 billion. This figure comes from the analysis of the recent documents released from Apple, as well as a bottom-up analysis of Google's TAC (traffic acquisition costs).\n“We estimate that Google's TAC payments to Apple (40+% CAGR for CY 2016-2020) are growing notably faster than GOOG's overall TAC (~18% CAGR) – and will likely continue to - for two reasons: (i) Google's payments to Distribution Partners (Apple, other search partnership) are growing faster than to its Network Members (websites); and (ii) Apple's mobile web traffic share has increased substantially over the last 5 years. The upshot is that we estimate that ~39% of Google's TAC will go to Apple in CY2021 up from ~13% in CY2013,” Sacconaghi wrote in a client note.\nThe 2021 forecast of $15 billion is “amazing” as it contributes about 850 bps to Services growth YoY and represents about 9% of Apple’s total gross profits. Higher payments from Google also mean higher risks for Apple.\n“We see two potential risks to GOOG's payments to AAPL: (1) regulatory risk, which we believe is real, but likely years away; we see a potential 4-5% impact to Apple's gross profits from an adverse ruling; & (2) that Google chooses to stop paying Apple to be the default search engine altogether, or looks to renegotiate terms and pay less. We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it. That said, with payments likely to approach $18 - $20B in FY 22, it not implausible that Google could revisit its strategy,” Sacconaghi adds.\nAs a result, the analyst believes “risk reward is balanced to modestly negative on the stock over the next six months” as shares trade at 27x P/FE, above its historical relative levels (1.25x vs. 0.90x), especially bearing in mind potential for weak to no revenue growth in FY 22.\nShares of Apple are trading around the $150.00 mark in pre-open Wednesday.\nBerstein has a \"Market Perform\" rating on AAPL with a price target of $132.00 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810931348,"gmtCreate":1629938291484,"gmtModify":1633681341790,"author":{"id":"4091328939234790","authorId":"4091328939234790","name":"Tyler_Ang","avatar":"https://static.tigerbbs.com/13f0228d6c4c2f4c17dad73a78d15ab0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091328939234790","authorIdStr":"4091328939234790"},"themes":[],"htmlText":"Oh no&nbsp;","listText":"Oh no&nbsp;","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810931348","repostId":"2162638260","repostType":4,"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814626525,"gmtCreate":1630814657767,"gmtModify":1631885938942,"author":{"id":"4091328939234790","authorId":"4091328939234790","name":"Tyler_Ang","avatar":"https://static.tigerbbs.com/13f0228d6c4c2f4c17dad73a78d15ab0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091328939234790","authorIdStr":"4091328939234790"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Check out their IG&nbsp;https://instagram.com/celsiusofficial?utm_medium=copy_link","listText":"<a href=\"https://laohu8.com/S/CELH\">$Celsius Holdings, Inc.(CELH)$</a>Check out their IG&nbsp;https://instagram.com/celsiusofficial?utm_medium=copy_link","text":"$Celsius Holdings, Inc.(CELH)$Check out their IG https://instagram.com/celsiusofficial?utm_medium=copy_link","images":[{"img":"https://static.tigerbbs.com/d416571a5d27ebb7029d299b73693d5f","width":"1080","height":"2259"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814626525","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}