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soapymouse

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2022-01-03

This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳

SenseTime Shares Surged More Than 35% in Hong Kong

2022-01-02

Wow Xpeng delivered the most out of the 3 EV companies featured 👏

XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla

2021-12-28

I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.

Sea Limited: A Deep Dive To Understand The Recent Selloff

2021-12-24

Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔

JD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today

2021-12-23

Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍

Why Nio Shares Dropped Again Today

2021-12-21

This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍

PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership

2021-12-16

I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?

Palantir: A Value Trap

2021-12-15

Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...

Why Apple Is a Top Metaverse Stock to Buy Right Now

2021-12-13

Agree with the author's views, though I may be biased [vested] 😝.

Palantir Remains an Enigma for Wall Street

2021-12-12

Would love for it to drop more so I can buy 😝

Sea Ltd stock dropped more than 5% in morning trading

2021-12-09

Great article! Palantir is a promising company and there is potential for their commercial customer base to grow 👍

Palantir's Q3 Earnings Highlight an Exciting Road Ahead

2021-12-01

Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩

Altimeter Growth surged 10% in premarket trading

2021-10-26

Wow pre-trading price shot up to USD10.35! 👍

UP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited

2021-09-12

Moving in the right direction. 👍🏻

China tells Alibaba, Tencent to open platforms up to each other - media

2021-08-26

Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]

Nvidia Is Too Far Ahead of Competitors AMD and Intel

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is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳&nbsp;","listText":"This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳&nbsp;","text":"This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692425821","repostId":"1141662132","repostType":4,"repost":{"id":"1141662132","weMediaInfo":{"introduction":"Providing 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":1641180276,"share":"https://www.laohu8.com/m/news/1141662132?lang=&edition=full","pubTime":"2022-01-03 11:24","market":"us","language":"en","title":"SenseTime Shares Surged More Than 35% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1141662132","media":"Tiger Newspress","summary":"Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a roc","content":"<html><head></head><body><p>Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a rocky initial public offering that was delayed by concerns over fresh U.S. sanctions..</p><p><img src=\"https://static.tigerbbs.com/3126745015dca62d4266084436c4ea07\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes faces and images on an enormous scale and works with retailers and health-care researchers around the world.</p><p>The firm has invested heavily in building super computers that can train client-facing AI models, an effort that’s set to pay off as the loss-making company scales up. 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Revenue in the six months ended June 30 nearly doubled to 1.65 billion yuan ($259 million), while net losses narrowed to 3.7 billion yuan from 5.3 billion yuan in the first half of 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141662132","content_text":"Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a rocky initial public offering that was delayed by concerns over fresh U.S. sanctions..Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes faces and images on an enormous scale and works with retailers and health-care researchers around the world.The firm has invested heavily in building super computers that can train client-facing AI models, an effort that’s set to pay off as the loss-making company scales up. Revenue in the six months ended June 30 nearly doubled to 1.65 billion yuan ($259 million), while net losses narrowed to 3.7 billion yuan from 5.3 billion yuan in the first half of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692499737,"gmtCreate":1641128599233,"gmtModify":1641128642119,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏&nbsp;","listText":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏&nbsp;","text":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692499737","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","pubTimestamp":1641085354,"share":"https://www.laohu8.com/m/news/1173416252?lang=&edition=full","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696657609,"gmtCreate":1640690240197,"gmtModify":1640690240344,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","listText":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","text":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696657609","repostId":"1102262158","repostType":4,"repost":{"id":"1102262158","pubTimestamp":1640670598,"share":"https://www.laohu8.com/m/news/1102262158?lang=&edition=full","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</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>Sea Limited: A Deep Dive To Understand The Recent Selloff</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\">\nSea Limited: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698131427,"gmtCreate":1640315305112,"gmtModify":1640316813472,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔&nbsp;","listText":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔&nbsp;","text":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698131427","repostId":"1162095041","repostType":4,"repost":{"id":"1162095041","pubTimestamp":1640314859,"share":"https://www.laohu8.com/m/news/1162095041?lang=&edition=full","pubTime":"2021-12-24 11:00","market":"us","language":"en","title":"JD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1162095041","media":"InvestorPlace","summary":"JD.com stock is taking a beating on Thursday following news about Tencent giving away its stake in the Chinese e-commerce company.At least, Tencent will give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.According to Tencent, it’s reducing its stake in JD.com because the com","content":"<p><b>JD.com</b>(NASDAQ:<b><u>JD</u></b>) stock is taking a beating on Thursday following news about&nbsp;<b>Tencent</b>(OTCMKTS:<b><u>TCEHY</u></b>) giving away its stake in the Chinese e-commerce company.</p>\n<p>At least, Tencent will&nbsp;give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.</p>\n<p>According to Tencent, it’s reducing its stake in JD.com because the company is now viable and doesn’t need its support. The Chinese company says that this is simply part of its investment strategy.</p>\n<p>While that may be true, there could be other factors at play. Chinese regulators have been cracking down on companies growing too large with fees. It’s possible that Tencent decided to give away the majority of its stake in JD.com to avoid possible action from the government, reports&nbsp;<i>CNBC</i>.</p>\n<p>No matter the reason, it’s JD stock that is feeling the heat today over Tencent’s move. That includes heavy trading of the shares. As of this writing, more than 18 million shares of the company’s stock have changed hands. That’s already above the company’s daily average trading volume of about 9.5 million shares.</p>\n<p>JD stock is down 6.92% and TCEHY stock is up 5.79% on Thursday. JD stock is down 20.2% since the start of the year and TCEHY stock is down 17.6% year-to-date.</p>","source":"lsy1606302653667","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>JD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today</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\">\nJD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JD.com(NASDAQ:JD) stock is taking a beating on Thursday following news about Tencent(OTCMKTS:TCEHY) giving away its stake in the Chinese e-commerce company.\nAt least, Tencent will give away most of ...</p>\n\n<a href=\"https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","00700":"腾讯控股"},"source_url":"https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162095041","content_text":"JD.com(NASDAQ:JD) stock is taking a beating on Thursday following news about Tencent(OTCMKTS:TCEHY) giving away its stake in the Chinese e-commerce company.\nAt least, Tencent will give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.\nAccording to Tencent, it’s reducing its stake in JD.com because the company is now viable and doesn’t need its support. The Chinese company says that this is simply part of its investment strategy.\nWhile that may be true, there could be other factors at play. Chinese regulators have been cracking down on companies growing too large with fees. It’s possible that Tencent decided to give away the majority of its stake in JD.com to avoid possible action from the government, reports CNBC.\nNo matter the reason, it’s JD stock that is feeling the heat today over Tencent’s move. That includes heavy trading of the shares. As of this writing, more than 18 million shares of the company’s stock have changed hands. That’s already above the company’s daily average trading volume of about 9.5 million shares.\nJD stock is down 6.92% and TCEHY stock is up 5.79% on Thursday. JD stock is down 20.2% since the start of the year and TCEHY stock is down 17.6% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274793181513","authorId":"3479274793181513","name":"qingg123","avatar":"https://static.laohu8.com/picture140","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274793181513","authorIdStr":"3479274793181513"},"content":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it.","text":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it.","html":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691436125,"gmtCreate":1640226332521,"gmtModify":1640226332703,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","listText":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","text":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691436125","repostId":"1173043963","repostType":4,"repost":{"id":"1173043963","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p>\n<p>Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p>\n<p>So what</p>\n<p>Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p>\n<p>Now what</p>\n<p>Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p>\n<p>The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p>\n<p>Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</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>Why Nio Shares Dropped Again Today</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 Nio Shares Dropped Again Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/\">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://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693430608,"gmtCreate":1640058101362,"gmtModify":1640059019646,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","listText":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","text":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693430608","repostId":"1129749044","repostType":2,"repost":{"id":"1129749044","pubTimestamp":1640052616,"share":"https://www.laohu8.com/m/news/1129749044?lang=&edition=full","pubTime":"2021-12-21 10:10","market":"us","language":"en","title":"PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1129749044","media":"InvestorPlace","summary":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Techn","content":"<p>Despite announcing a new&nbsp;multi-year partnership&nbsp;with&nbsp;<b>Dewpoint Therapeutics</b>, shares of&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) are down more than 4% on the day. The weakness in PLTR stock can be attributed to general market weakness, as the&nbsp;<b>S&amp;P 500</b>&nbsp;and&nbsp;<b>Nasdaq</b>&nbsp;are both down today. However, let’s dive into the details on the new partnership that has shareholders of PLTR stock excited.</p>\n<p>The partnership will see Dewpoint utilize Palantir’s Foundry platform to further research and understand condensates biology. The Foundry platform will help researchers analyze lab data and other data sources. Researchers at Dewpoint will also use Foundry to store their centralized knowledge repository. Additionally, they will use it to contextualize test results and prioritize the best possible outcome.</p>\n<p>Lalarukh Haris Shaikh, Palantir’s head of biotech, praised the partnership. She commented:</p>\n<blockquote>\n “We think Dewpoint is changing the way the world approaches drug design by exploring new frontiers of disease biology, requiring a game changing solution that goes beyond just cloud and infrastructure to drive their R&amp;D and scale with their vision as they grow. We are proud to partner with Dewpoint and share their passion of working on one of the most exciting translational medicine approaches of our time.”\n</blockquote>\n<p>PLTR Stock: What to Know About the Dewpoint Partnership</p>\n<ol>\n <li>Dewpoint is a leading research company that seeks to understand the nature of condensates in order to develop drugs. Condensates are involved in many serious diseases, such as cancer, metabolic disease and other rare genetic disorders.</li>\n <li>The Foundry platform is designed to integrate siloed information sources that will lead to data-driven analysis and conclusions. Foundry will be able to “work seamlessly” with the existing Dewpoint systems.</li>\n <li>For example, the expansion of Dewpoint’s data foundation to include “advanced genetic analysis for disease association and correlation with condensate content” will help the company discover potential medical breakthroughs.</li>\n <li>Dewpoint CEO Ameet Nathwani is looking forward to the prospects that Foundry can bring to the company. He stated that, “Key to our approach has been creating a seamless connection between our wet-lab and dry-lab capabilities, with machine learning and AI at the center. Foundry has provided us with a solid foundation for us to fully connect and operationalize our entire lab to enterprise and enable the discovery and development of new drugs.”</li>\n <li>This partnership comes after Palantir announced that they had won a&nbsp;second option year&nbsp;with the U.S. Army. Indeed, that deal is worth $116.3 million.</li>\n</ol>","source":"lsy1606302653667","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>PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership</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\">\nPLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to...</p>\n\n<a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129749044","content_text":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to general market weakness, as the S&P 500 and Nasdaq are both down today. However, let’s dive into the details on the new partnership that has shareholders of PLTR stock excited.\nThe partnership will see Dewpoint utilize Palantir’s Foundry platform to further research and understand condensates biology. The Foundry platform will help researchers analyze lab data and other data sources. Researchers at Dewpoint will also use Foundry to store their centralized knowledge repository. Additionally, they will use it to contextualize test results and prioritize the best possible outcome.\nLalarukh Haris Shaikh, Palantir’s head of biotech, praised the partnership. She commented:\n\n “We think Dewpoint is changing the way the world approaches drug design by exploring new frontiers of disease biology, requiring a game changing solution that goes beyond just cloud and infrastructure to drive their R&D and scale with their vision as they grow. We are proud to partner with Dewpoint and share their passion of working on one of the most exciting translational medicine approaches of our time.”\n\nPLTR Stock: What to Know About the Dewpoint Partnership\n\nDewpoint is a leading research company that seeks to understand the nature of condensates in order to develop drugs. Condensates are involved in many serious diseases, such as cancer, metabolic disease and other rare genetic disorders.\nThe Foundry platform is designed to integrate siloed information sources that will lead to data-driven analysis and conclusions. Foundry will be able to “work seamlessly” with the existing Dewpoint systems.\nFor example, the expansion of Dewpoint’s data foundation to include “advanced genetic analysis for disease association and correlation with condensate content” will help the company discover potential medical breakthroughs.\nDewpoint CEO Ameet Nathwani is looking forward to the prospects that Foundry can bring to the company. He stated that, “Key to our approach has been creating a seamless connection between our wet-lab and dry-lab capabilities, with machine learning and AI at the center. Foundry has provided us with a solid foundation for us to fully connect and operationalize our entire lab to enterprise and enable the discovery and development of new drugs.”\nThis partnership comes after Palantir announced that they had won a second option year with the U.S. Army. Indeed, that deal is worth $116.3 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690070828,"gmtCreate":1639617360770,"gmtModify":1639617360932,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?&nbsp;","listText":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?&nbsp;","text":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690070828","repostId":"1143795954","repostType":2,"repost":{"id":"1143795954","pubTimestamp":1639613655,"share":"https://www.laohu8.com/m/news/1143795954?lang=&edition=full","pubTime":"2021-12-16 08:14","market":"us","language":"en","title":"Palantir: A Value Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1143795954","media":"seekingalpha","summary":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is an overvalued government contractor.</li>\n <li>The business has no intrinsic scale value.</li>\n <li>Palantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.</li>\n</ul>\n<p></p>\n<p></p>\n<p>Palantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.</p>\n<p></p>\n<p><b>A Government Consulting Business With Three Major Issues</b></p>\n<p>Someone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.</p>\n<p></p>\n<p>Palantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.</p>\n<p></p>\n<p>Revenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.</p>\n<p></p>\n<p>The first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?</p>\n<p></p>\n<p>Despite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.</p>\n<p></p>\n<p>The second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.</p>\n<p></p>\n<p>The third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.</p>\n<p></p>\n<p><b>A Fantasy Valuation</b></p>\n<p>Let's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.</p>\n<p></p>\n<p>Nonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.</p>\n<p></p>\n<p></p>\n<p><b>My Conclusion</b></p>\n<p>I'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.</p>","source":"lsy1638401102509","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>Palantir: A Value Trap</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\">\nPalantir: A Value Trap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475365-palantir-a-value-trap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (...</p>\n\n<a href=\"https://seekingalpha.com/article/4475365-palantir-a-value-trap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4475365-palantir-a-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143795954","content_text":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.\n\nA Government Consulting Business With Three Major Issues\nSomeone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.\n\nPalantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.\n\nRevenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.\n\nThe first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?\n\nDespite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.\n\nThe second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.\n\nThe third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.\n\nA Fantasy Valuation\nLet's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.\n\nNonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.\n\n\nMy Conclusion\nI'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607265376,"gmtCreate":1639548939021,"gmtModify":1639548939186,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","listText":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","text":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607265376","repostId":"2191995516","repostType":4,"repost":{"id":"2191995516","pubTimestamp":1639536544,"share":"https://www.laohu8.com/m/news/2191995516?lang=&edition=full","pubTime":"2021-12-15 10:49","market":"us","language":"en","title":"Why Apple Is a Top Metaverse Stock to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191995516","media":"Motley Fool","summary":"The tech titan may have found a great way to tap into the market for metaverse stocks.","content":"<p>The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for companies to tap into. Emergen Research estimates that the metaverse could generate close to $829 billion in revenue by 2028, clocking a compound annual growth rate of 43% over that long run.</p>\n<p>When looking for great ways to tap into this huge opportunity, consider what<b> Apple</b> (NASDAQ:AAPL) is doing. The tech giant is reportedly working on a device that could help millions of people experience the metaverse.</p>\n<p>Let's look closely at Apple's metaverse plans and see why it could win big in this market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5df4a93c8be1aeda13b7d2b5f593028b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Why headsets will be critical for the metaverse's growth</h2>\n<p>Augmented reality (AR) and virtual reality (VR)-enabled headsets will open the window to the metaverse for consumers willing to experience this new technology. That's because they create a virtual world (in the case of a VR headset) or merge the virtual and real worlds (in the case of AR headsets). These headsets are likely to be the first point of contact for anyone looking to get into the metaverse, whether it be to work, play, or study.</p>\n<p>Not surprisingly, the demand for such headsets is expected to go through the roof. Market research firm IDC forecasts that sales of VR headsets could increase from an estimated 8 million units in 2021 to 29 million units in 2025. Meanwhile, sales of AR headsets are expected to jump to 21 million headsets in 2025 from just 1 million units this year.</p>\n<p>The research firm points out that the headset market's growth will be driven by the adoption of new applications such as virtual fitness classes or other events, in addition to gaming. The good news is that Apple is reportedly preparing to take advantage of this huge opportunity.</p>\n<h2>Apple's headsets could dominate the AR/VR market</h2>\n<p>Ming-Chi Kuo, a noted analyst covering Apple for financial services provider TF International Securities, says (via 9to5Mac) that the iPhone maker could launch its first-generation AR/VR headset next year. According to Kuo, Apple's headset is likely to integrate both AR and VR functions into a single device. He adds that the first-generation headsets are likely to be powered by a high-end chip and could come equipped with high-resolution displays.</p>\n<p>The analyst estimates that Apple could ship 2.5 million to 3.5 million of these headsets in 2023. However, things could get better the following year, as the tech titan is expected to launch a second-generation headset in the second half of 2024. The updated headset is expected to be powered by a faster processor while being lighter and carrying more battery life.</p>\n<p>Apple is expected to ship 10 million units of the second-generation headset after its launch, which means that it could capture a fifth of the overall AR/VR headset market by 2025, based on IDC's total shipment estimates of 50 million units. What's more, Apple's headsets are expected to have a starting price of $1,000, according to Kuo, so this new product line could generate billions of dollars in revenue in the next four years.</p>\n<p>More importantly, the AR/VR market could consistently drive strong growth at Apple in the long run, as this space is expected to clock a 43% annual growth rate through 2030, according to a third-party report. It isn't surprising to hear that Apple is interested in this market: It could open a new growth avenue for the company and complement Apple's other catalysts. All this makes Apple a top tech stock to buy to take advantage of the emerging metaverse opportunity.</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 Apple Is a Top Metaverse Stock to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is a Top Metaverse Stock to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4501":"段永平概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191995516","content_text":"The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for companies to tap into. Emergen Research estimates that the metaverse could generate close to $829 billion in revenue by 2028, clocking a compound annual growth rate of 43% over that long run.\nWhen looking for great ways to tap into this huge opportunity, consider what Apple (NASDAQ:AAPL) is doing. The tech giant is reportedly working on a device that could help millions of people experience the metaverse.\nLet's look closely at Apple's metaverse plans and see why it could win big in this market.\nImage source: Getty Images.\nWhy headsets will be critical for the metaverse's growth\nAugmented reality (AR) and virtual reality (VR)-enabled headsets will open the window to the metaverse for consumers willing to experience this new technology. That's because they create a virtual world (in the case of a VR headset) or merge the virtual and real worlds (in the case of AR headsets). These headsets are likely to be the first point of contact for anyone looking to get into the metaverse, whether it be to work, play, or study.\nNot surprisingly, the demand for such headsets is expected to go through the roof. Market research firm IDC forecasts that sales of VR headsets could increase from an estimated 8 million units in 2021 to 29 million units in 2025. Meanwhile, sales of AR headsets are expected to jump to 21 million headsets in 2025 from just 1 million units this year.\nThe research firm points out that the headset market's growth will be driven by the adoption of new applications such as virtual fitness classes or other events, in addition to gaming. The good news is that Apple is reportedly preparing to take advantage of this huge opportunity.\nApple's headsets could dominate the AR/VR market\nMing-Chi Kuo, a noted analyst covering Apple for financial services provider TF International Securities, says (via 9to5Mac) that the iPhone maker could launch its first-generation AR/VR headset next year. According to Kuo, Apple's headset is likely to integrate both AR and VR functions into a single device. He adds that the first-generation headsets are likely to be powered by a high-end chip and could come equipped with high-resolution displays.\nThe analyst estimates that Apple could ship 2.5 million to 3.5 million of these headsets in 2023. However, things could get better the following year, as the tech titan is expected to launch a second-generation headset in the second half of 2024. The updated headset is expected to be powered by a faster processor while being lighter and carrying more battery life.\nApple is expected to ship 10 million units of the second-generation headset after its launch, which means that it could capture a fifth of the overall AR/VR headset market by 2025, based on IDC's total shipment estimates of 50 million units. What's more, Apple's headsets are expected to have a starting price of $1,000, according to Kuo, so this new product line could generate billions of dollars in revenue in the next four years.\nMore importantly, the AR/VR market could consistently drive strong growth at Apple in the long run, as this space is expected to clock a 43% annual growth rate through 2030, according to a third-party report. It isn't surprising to hear that Apple is interested in this market: It could open a new growth avenue for the company and complement Apple's other catalysts. All this makes Apple a top tech stock to buy to take advantage of the emerging metaverse opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604858240,"gmtCreate":1639374552510,"gmtModify":1639374729128,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Agree with the author's views, though I may be biased [vested] 😝.","listText":"Agree with the author's views, though I may be biased [vested] 😝.","text":"Agree with the author's views, though I may be biased [vested] 😝.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604858240","repostId":"1184953093","repostType":2,"repost":{"id":"1184953093","pubTimestamp":1639353015,"share":"https://www.laohu8.com/m/news/1184953093?lang=&edition=full","pubTime":"2021-12-13 07:50","market":"us","language":"en","title":"Palantir Remains an Enigma for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1184953093","media":"InvestorPlace","summary":"PLTR stock is trading in the teens for only the second time in 2021","content":"<p>Investors in&nbsp;<b>PalantirTechnologies</b>(NYSE:<b><u>PLTR</u></b>) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.</p>\n<p>However, the earliest investors in Palantir are still sitting pretty. PLTR stock&nbsp;went public in September 2020&nbsp;via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the&nbsp;past 14 months.</p>\n<p>I happened to&nbsp;read a November article&nbsp;in&nbsp;<i>Fortune</i>&nbsp;about&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its&nbsp;core business.</p>\n<p>Here’s my take on this hypothesis.</p>\n<p><b>My Take on Palantir’s SPAC Investments</b></p>\n<p><i>Fortune</i>&nbsp;spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.</p>\n<blockquote>\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n <i>Fortune</i>. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n</blockquote>\n<p>Another analyst mentioned in&nbsp;<i>Fortune’s</i>&nbsp;story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.</p>\n<p>According to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.</p>\n<p>As I stated in&nbsp;my November article&nbsp;about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.</p>\n<p>However, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.</p>\n<p>But don’t take my word for it. I would&nbsp;read the&nbsp;<i>Fortune</i>&nbsp;article&nbsp;and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.</p>\n<p><b>Palantir Zigs When Others Zag</b></p>\n<p>There is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.</p>\n<p>As I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.</p>\n<p>In May, I took issue with Palantir CEO Alex Karp’s&nbsp;billion-dollar compensation&nbsp;in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”</p>\n<p>That said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.</p>\n<p><b>The Bottom Line on PLTR Stock</b></p>\n<p>By the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.</p>\n<p>As I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is&nbsp;$17.06&nbsp;on May 11.</p>\n<p>If you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.</p>","source":"lsy1606302653667","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>Palantir Remains an Enigma for Wall Street</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\">\nPalantir Remains an Enigma for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late...</p>\n\n<a href=\"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184953093","content_text":"Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.\nHowever, the earliest investors in Palantir are still sitting pretty. PLTR stock went public in September 2020 via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the past 14 months.\nI happened to read a November article in Fortune about Palantir Technologies(NYSE:PLTR) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its core business.\nHere’s my take on this hypothesis.\nMy Take on Palantir’s SPAC Investments\nFortune spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.\n\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n Fortune. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n\nAnother analyst mentioned in Fortune’s story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.\nAccording to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.\nAs I stated in my November article about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.\nHowever, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.\nBut don’t take my word for it. I would read the Fortune article and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.\nPalantir Zigs When Others Zag\nThere is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.\nAs I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.\nIn May, I took issue with Palantir CEO Alex Karp’s billion-dollar compensation in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”\nThat said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.\nThe Bottom Line on PLTR Stock\nBy the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.\nAs I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is $17.06 on May 11.\nIf you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604087980,"gmtCreate":1639282126859,"gmtModify":1639282127033,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Would love for it to drop more so I can buy 😝","listText":"Would love for it to drop more so I can buy 😝","text":"Would love for it to drop more so I can buy 😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604087980","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","weMediaInfo":{"introduction":"Providing 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":1639152670,"share":"https://www.laohu8.com/m/news/1133027099?lang=&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Sea Ltd stock dropped more than 5% in morning trading</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\">\nSea Ltd stock dropped more than 5% in 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\">2021-12-11 00:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602288920,"gmtCreate":1639026336350,"gmtModify":1639026923370,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Great article! Palantir is a promising company and there is potential for&nbsp;their commercial customer base to grow 👍","listText":"Great article! Palantir is a promising company and there is potential for&nbsp;their commercial customer base to grow 👍","text":"Great article! Palantir is a promising company and there is potential for their commercial customer base to grow 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602288920","repostId":"2189695656","repostType":2,"repost":{"id":"2189695656","pubTimestamp":1639019727,"share":"https://www.laohu8.com/m/news/2189695656?lang=&edition=full","pubTime":"2021-12-09 11:15","market":"us","language":"en","title":"Palantir's Q3 Earnings Highlight an Exciting Road Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2189695656","media":"Motley Fool","summary":"After nearly two decades as a private company, Palantir's latest earnings highlight what it's been up to and where it's going.","content":"<p>Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio files, emails, and more are housed in disparate systems, rendering traditional automation, business intelligence, and analytics solutions less useful. As a result, most of these organizations spend years with high-cost consultants attempting to build an in-house solution. More often than not, these efforts do not lead to much progress.</p>\n<p>After spending nearly two decades as a private company and raising billions of dollars in venture capital, <b>Palantir Technologies</b> (NYSE:PLTR) is showcasing that the capabilities of its premier software platform, Foundry, were well worth the wait. Moreover, Palantir has invested in a number of smaller, yet potentially disruptive technology companies to assist in its many use cases and addressable markets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86871dec05066e8791f4a3ac81264278\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2><b>Financial performance</b></h2>\n<p>Palantir describes Foundry as the connective tissue that connects analytics and operational systems, allowing customers to model and execute complex cross-functional transactions. This method is beginning to pay dividends for Palantir, as the company generated $392 million in revenue during Q3, representing 36% year-over-year growth. Moreover, the company is increasing average revenue per customer and expanding its margins, leading to increased cash flow. In Q3 2021 Palantir reported 57% contribution margin compared to 56% in Q3 2020. Additionally, Palantir's year-to-date operating cash flow is $240.4 million, compared to <i>negative </i>$278.3 million for the first nine months of 2020.</p>\n<p>Palantir concluded its Q3 earnings call with guidance for Q4 2021 revenue of $418 million and full-year 2021 revenue growth of 40%. However, not all investors were pleased with these results, as stock-based compensation remains a significant component of the management team's pay. The company has outlined a clear vision to grow revenue at 30% or more for the next four years. So despite its stock-based compensation awards, I am enthusiastic about Palantir's growth prospects, especially in the commercial sector, and about its growing number of use cases.</p>\n<h2><b>All roads lead to cryptocurrency</b></h2>\n<p>Palantir has found interesting ways to deploy its capital since its public offering. The company has invested in several high-growth companies in the transportation space, including connected vehicle data analytics company <b>Wejo</b> (NASDAQ:WEJO) and micromobility company <b><a href=\"https://laohu8.com/S/BRDS\">Bird Global</a> </b>(NYSE:BRDS). The company also formed an alliance with cellular medicine company <b>Celularity </b>(NASDAQ:CELU), which is leveraging Palantir's software in its cellular data set to accelerate research and development initiatives.</p>\n<p>These partnerships and strategic investments are assisting Palantir as the company discovers more use cases and serviceable markets, especially for non-governmental entities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e2be3b791f3b33388ec5d17f5194b6\" tg-width=\"700\" tg-height=\"407\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>During the earnings call, management announced that they had discovered a unique fit with crypto companies that need industrialized compliance solutions. Palantir is leveraging its experience with anti-money laundering and helping governments identify compliance issues with some of the largest banks in the world.</p>\n<p>The rising number of use cases and applications for the Foundry product could bode well for Palantir as the company begins to scale its commercial sector practice. Financial institutions such as investment banks (as well as brokers and trading platforms such as <b>Coinbase</b> and <b>Robinhood</b>) will all need to continue building out proper compliance procedures as crypto becomes more regulated.</p>\n<p>Palantir reported meaningful growth on the commercial side of its business in the form of 46% quarter-over-quarter growth in commercial customer count and 135% since December 2020. As an investor, I am impressed by the malleability of Palantir's product and its market-ready applications. Given the rise in enthusiasm around the crypto-economy at large, the implications of Foundry for crypto should not be underestimated.</p>\n<h2><b>Now what?</b></h2>\n<p>Palantir has faced scrutiny for its lucrative stock-based compensation packages as well as its reliance on large government contracts. However, the company showcased new uses in financial services, specifically crypto, and highlighted how its software is assisting the automotive industry Although management reiterated its commitment to 30% year-over-year growth for the next four years, these case studies make me feel that it is possible that this is a bit conservative given the company's current trajectory of 40% revenue growth this year, and the fact that many of these strategic investments and partnerships are still in early stages.</p>\n<p>When it comes to big data analytics, Palantir is the company that excites me the most. I think that the company has invested wisely over the course of two decades, and the growth that we are seeing is only the beginning.</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>Palantir's Q3 Earnings Highlight an Exciting Road Ahead</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\">\nPalantir's Q3 Earnings Highlight an Exciting Road Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BRDS":"Bird Global","CELU":"Celularity Inc.","BK4547":"WSB热门概念","BK4543":"AI","BK4139":"生物科技","WEJO":"Wejo Group Limited"},"source_url":"https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189695656","content_text":"Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio files, emails, and more are housed in disparate systems, rendering traditional automation, business intelligence, and analytics solutions less useful. As a result, most of these organizations spend years with high-cost consultants attempting to build an in-house solution. More often than not, these efforts do not lead to much progress.\nAfter spending nearly two decades as a private company and raising billions of dollars in venture capital, Palantir Technologies (NYSE:PLTR) is showcasing that the capabilities of its premier software platform, Foundry, were well worth the wait. Moreover, Palantir has invested in a number of smaller, yet potentially disruptive technology companies to assist in its many use cases and addressable markets.\nImage source: Getty Images.\nFinancial performance\nPalantir describes Foundry as the connective tissue that connects analytics and operational systems, allowing customers to model and execute complex cross-functional transactions. This method is beginning to pay dividends for Palantir, as the company generated $392 million in revenue during Q3, representing 36% year-over-year growth. Moreover, the company is increasing average revenue per customer and expanding its margins, leading to increased cash flow. In Q3 2021 Palantir reported 57% contribution margin compared to 56% in Q3 2020. Additionally, Palantir's year-to-date operating cash flow is $240.4 million, compared to negative $278.3 million for the first nine months of 2020.\nPalantir concluded its Q3 earnings call with guidance for Q4 2021 revenue of $418 million and full-year 2021 revenue growth of 40%. However, not all investors were pleased with these results, as stock-based compensation remains a significant component of the management team's pay. The company has outlined a clear vision to grow revenue at 30% or more for the next four years. So despite its stock-based compensation awards, I am enthusiastic about Palantir's growth prospects, especially in the commercial sector, and about its growing number of use cases.\nAll roads lead to cryptocurrency\nPalantir has found interesting ways to deploy its capital since its public offering. The company has invested in several high-growth companies in the transportation space, including connected vehicle data analytics company Wejo (NASDAQ:WEJO) and micromobility company Bird Global (NYSE:BRDS). The company also formed an alliance with cellular medicine company Celularity (NASDAQ:CELU), which is leveraging Palantir's software in its cellular data set to accelerate research and development initiatives.\nThese partnerships and strategic investments are assisting Palantir as the company discovers more use cases and serviceable markets, especially for non-governmental entities.\nImage source: Getty Images.\nDuring the earnings call, management announced that they had discovered a unique fit with crypto companies that need industrialized compliance solutions. Palantir is leveraging its experience with anti-money laundering and helping governments identify compliance issues with some of the largest banks in the world.\nThe rising number of use cases and applications for the Foundry product could bode well for Palantir as the company begins to scale its commercial sector practice. Financial institutions such as investment banks (as well as brokers and trading platforms such as Coinbase and Robinhood) will all need to continue building out proper compliance procedures as crypto becomes more regulated.\nPalantir reported meaningful growth on the commercial side of its business in the form of 46% quarter-over-quarter growth in commercial customer count and 135% since December 2020. As an investor, I am impressed by the malleability of Palantir's product and its market-ready applications. Given the rise in enthusiasm around the crypto-economy at large, the implications of Foundry for crypto should not be underestimated.\nNow what?\nPalantir has faced scrutiny for its lucrative stock-based compensation packages as well as its reliance on large government contracts. However, the company showcased new uses in financial services, specifically crypto, and highlighted how its software is assisting the automotive industry Although management reiterated its commitment to 30% year-over-year growth for the next four years, these case studies make me feel that it is possible that this is a bit conservative given the company's current trajectory of 40% revenue growth this year, and the fact that many of these strategic investments and partnerships are still in early stages.\nWhen it comes to big data analytics, Palantir is the company that excites me the most. I think that the company has invested wisely over the course of two decades, and the growth that we are seeing is only the beginning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603917146,"gmtCreate":1638351353785,"gmtModify":1638351353968,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","listText":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","text":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603917146","repostId":"1147348931","repostType":2,"repost":{"id":"1147348931","weMediaInfo":{"introduction":"Providing 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":1638349766,"share":"https://www.laohu8.com/m/news/1147348931?lang=&edition=full","pubTime":"2021-12-01 17:09","market":"us","language":"en","title":"Altimeter Growth surged 10% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147348931","media":"Tiger Newspress","summary":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday .Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday , after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market tra","content":"<p>Altimeter Growth surged 10% in premarket trading&nbsp;as&nbsp;Grab to debut on Nasdaq after shareholders approved SPAC merger.</p>\n<p><img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p>\n<p>SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p>\n<p>Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p>\n<p>The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p>\n<p>Investors that back a&nbsp;SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p>\n<p>As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p>\n<p>Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p>\n<p>Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</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>Altimeter Growth surged 10% in premarket trading</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\">\nAltimeter Growth surged 10% in premarket 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\">2021-12-01 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Altimeter Growth surged 10% in premarket trading&nbsp;as&nbsp;Grab to debut on Nasdaq after shareholders approved SPAC merger.</p>\n<p><img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p>\n<p>SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p>\n<p>Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p>\n<p>The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p>\n<p>Investors that back a&nbsp;SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p>\n<p>As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p>\n<p>Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p>\n<p>Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147348931","content_text":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.\n\nSHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).\nShares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.\nThe green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.\nInvestors that back a SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.\nAs a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.\nGerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.\nGrab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852947041,"gmtCreate":1635237256973,"gmtModify":1635237640431,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Wow pre-trading price shot up to USD10.35! 👍","listText":"Wow pre-trading price shot up to USD10.35! 👍","text":"Wow pre-trading price shot up to USD10.35! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/852947041","repostId":"1134836974","repostType":4,"repost":{"id":"1134836974","weMediaInfo":{"introduction":"Providing 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":1635235567,"share":"https://www.laohu8.com/m/news/1134836974?lang=&edition=full","pubTime":"2021-10-26 16:06","market":"us","language":"en","title":"UP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836974","media":"Tiger Newspress","summary":"BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” o","content":"<p>BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.</p>\n<p>The Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.</p>\n<p>About UP Fintech Holding Limited</p>\n<p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.</p>\n<p>For more information on the Company, please visit：<a href=\"https://ir.itiger.com\" target=\"_blank\">https://ir.itiger.com</a></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>UP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited</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\">\nUP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited\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\">2021-10-26 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.</p>\n<p>The Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.</p>\n<p>About UP Fintech Holding Limited</p>\n<p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.</p>\n<p>For more information on the Company, please visit：<a href=\"https://ir.itiger.com\" target=\"_blank\">https://ir.itiger.com</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836974","content_text":"BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.\nThe Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.\nAbout UP Fintech Holding Limited\nUP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.\nFor more information on the Company, please visit：https://ir.itiger.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881767568,"gmtCreate":1631407348254,"gmtModify":1631889518946,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Moving in the right direction. 👍🏻","listText":"Moving in the right direction. 👍🏻","text":"Moving in the right direction. 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881767568","repostId":"2166771433","repostType":4,"repost":{"id":"2166771433","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631355344,"share":"https://www.laohu8.com/m/news/2166771433?lang=&edition=full","pubTime":"2021-09-11 18:15","market":"sh","language":"en","title":"China tells Alibaba, Tencent to open platforms up to each other - media","url":"https://stock-news.laohu8.com/highlight/detail?id=2166771433","media":"Reuters","summary":"SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alib","content":"<p>SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.</p>\n<p>The newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.</p>\n<p>The ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.</p>\n<p>Companies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co&nbsp;and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.</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>China tells Alibaba, Tencent to open platforms up to each other - media</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\">\nChina tells Alibaba, Tencent to open platforms up to each other - media\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-11 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.</p>\n<p>The newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.</p>\n<p>The ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.</p>\n<p>Companies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co&nbsp;and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","09888":"百度集团-SW","01810":"小米集团-W","BIDU":"百度","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166771433","content_text":"SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.\nThe newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.\nThe ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.\nCompanies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810679913,"gmtCreate":1629976211732,"gmtModify":1631884753381,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]&nbsp;","listText":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]&nbsp;","text":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810679913","repostId":"1155499213","repostType":2,"repost":{"id":"1155499213","pubTimestamp":1629971329,"share":"https://www.laohu8.com/m/news/1155499213?lang=&edition=full","pubTime":"2021-08-26 17:48","market":"us","language":"en","title":"Nvidia Is Too Far Ahead of Competitors AMD and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1155499213","media":"InvestorPlace","summary":"NVDA stock is diverging from its fundamental merit. Today’s note may come across as bearish toward Nvidia. In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a ","content":"<p>NVDA stock is diverging from its fundamental merit</p>\n<p>Today’s note may come across as bearish toward&nbsp;<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.</p>\n<p>At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.</p>\n<p>Nvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.</p>\n<p>Committing new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.</p>\n<p>At the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?</p>\n<p>The macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.</p>\n<p><b>NVDA Stock Is Up for Some Good Reasons</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33617756f3ca229ffa5a50cbda84bf90\" tg-width=\"1542\" tg-height=\"808\" width=\"100%\" height=\"auto\"><span>Source: Charts by TradingView</span></p>\n<p>Now that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>).<b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) is miles behind — that’s a whole other story.</p>\n<p>This week, we learned that&nbsp;NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.</p>\n<p>However, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.</p>\n<p>Since 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.</p>\n<p><b>The Beginning of the End of QE</b></p>\n<p>Frankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.</p>\n<p>I don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.</p>\n<p>Meanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?</p>\n<p>To be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.</p>","source":"lsy1606302653667","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>Nvidia Is Too Far Ahead of Competitors AMD and Intel</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\">\nNvidia Is Too Far Ahead of Competitors AMD and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price ...</p>\n\n<a href=\"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155499213","content_text":"NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.\nAt these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.\nNvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.\nCommitting new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.\nAt the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?\nThe macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.\nNVDA Stock Is Up for Some Good Reasons\nSource: Charts by TradingView\nNow that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than Advanced Micro Devices(NASDAQ:AMD).Intel(NASDAQ:INTC) is miles behind — that’s a whole other story.\nThis week, we learned that NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.\nHowever, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.\nSince 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.\nThe Beginning of the End of QE\nFrankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.\nI don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.\nMeanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?\nTo be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603917146,"gmtCreate":1638351353785,"gmtModify":1638351353968,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","listText":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","text":"Have been waiting a long time for this piece of good news, hope Grab does well after listing! 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603917146","repostId":"1147348931","repostType":2,"repost":{"id":"1147348931","weMediaInfo":{"introduction":"Providing 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":1638349766,"share":"https://www.laohu8.com/m/news/1147348931?lang=&edition=full","pubTime":"2021-12-01 17:09","market":"us","language":"en","title":"Altimeter Growth surged 10% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147348931","media":"Tiger Newspress","summary":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday .Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday , after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market tra","content":"<p>Altimeter Growth surged 10% in premarket trading&nbsp;as&nbsp;Grab to debut on Nasdaq after shareholders approved SPAC merger.</p>\n<p><img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p>\n<p>SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p>\n<p>Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p>\n<p>The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p>\n<p>Investors that back a&nbsp;SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p>\n<p>As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p>\n<p>Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p>\n<p>Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</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>Altimeter Growth surged 10% in premarket trading</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\">\nAltimeter Growth surged 10% in premarket 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\">2021-12-01 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Altimeter Growth surged 10% in premarket trading&nbsp;as&nbsp;Grab to debut on Nasdaq after shareholders approved SPAC merger.</p>\n<p><img src=\"https://static.tigerbbs.com/37851e896fa7303daf1c06cd5dbb15b5\" tg-width=\"853\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p>\n<p>SHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).</p>\n<p>Shares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.</p>\n<p>The green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.</p>\n<p>Investors that back a&nbsp;SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.</p>\n<p>As a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.</p>\n<p>Gerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.</p>\n<p>Grab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147348931","content_text":"Altimeter Growth surged 10% in premarket trading as Grab to debut on Nasdaq after shareholders approved SPAC merger.\n\nSHAREHOLDERS voted in favour of the merger between Grab and listed shell company Altimeter Growth Corp, paving the way for the ride-hailing and delivery giant to list in the US on Thursday (Dec 2).\nShares of Altimeter Growth Corporation fell 5.8 per cent to close at US$12.72 on Tuesday (Nov 30), after the proposal passed at an extraordinary general meeting. It rebounded slightly in post-market trading.\nThe green light from investors marks the completion of one of the biggest blank-cheque deals globally, which valued the combination at nearly US$40 billion. The combined entity will start trading on the Nasdaq on Dec 2 under the ticker GRAB.\nInvestors that back a SPAC (special purpose acquisition company) have a chance to redeem their bets at the issue price before the merger is completed. In Grab's case, 0.02 per cent of shares were redeemed, Altimeter said in a statement. Grab's redemption rate could be considered low compared to its US peers, where interest in SPAC deals have sizzled out of late.\nAs a result of the transaction, Grab will receive a US$4.5 billion cash injection, which includes US$4 billion in private investment in public equity arrangement, from the SPAC promoted by Silicon Valley investor Brad Gerstner.\nGerstner's Altimeter Growth and Grab announced the deal in April, near the height of the SPAC boom. It then delayed the completion of the merger to Q4 as it finalised its audit of the past 3 years.\nGrab reported widening losses of US$988 million for its third quarter, from US$621 million a year before. Revenue fell 9 per cent to US$157 million, weighed down by pandemic restrictions. In mid-November, Grab's app was hit by awidespread outagewhich dragged on for more than 2 days after its system upgrade backfired.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852947041,"gmtCreate":1635237256973,"gmtModify":1635237640431,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Wow pre-trading price shot up to USD10.35! 👍","listText":"Wow pre-trading price shot up to USD10.35! 👍","text":"Wow pre-trading price shot up to USD10.35! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/852947041","repostId":"1134836974","repostType":4,"repost":{"id":"1134836974","weMediaInfo":{"introduction":"Providing 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":1635235567,"share":"https://www.laohu8.com/m/news/1134836974?lang=&edition=full","pubTime":"2021-10-26 16:06","market":"us","language":"en","title":"UP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836974","media":"Tiger Newspress","summary":"BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” o","content":"<p>BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.</p>\n<p>The Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.</p>\n<p>About UP Fintech Holding Limited</p>\n<p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.</p>\n<p>For more information on the Company, please visit：<a href=\"https://ir.itiger.com\" target=\"_blank\">https://ir.itiger.com</a></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>UP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited</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\">\nUP Fintech Holding Limited Receives Approval from SFC of Acquisition of Ocean Joy Securities Limited\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\">2021-10-26 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.</p>\n<p>The Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.</p>\n<p>About UP Fintech Holding Limited</p>\n<p>UP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.</p>\n<p>For more information on the Company, please visit：<a href=\"https://ir.itiger.com\" target=\"_blank\">https://ir.itiger.com</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836974","content_text":"BEIJING, Oct. 26, 2021 (GLOBE NEWSWIRE) -- UP Fintech Holding Limited (Nasdaq: TIGR) (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global investors, today announced that it has received approval from The Hong Kong Securities and Futures Commission (\"SFC\") to complete the acquisition of Ocean Joy Securities Limited (\"OJSL\"), a firm licensed with the SFC for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities.\nThe Company expects to complete the acquisition and, upon completion, expects to start to operate its brokerage business in Hong Kong.\nAbout UP Fintech Holding Limited\nUP Fintech Holding Limited is a leading online brokerage firm focusing on global investors. The Company’s proprietary mobile and online trading platform enables investors to trade in equities and other financial instruments on multiple exchanges around the world. The Company offers innovative products and services as well as a superior user experience to customers through its “mobile first” strategy, which enables it to better serve and retain current customers as well as attract new ones. The Company offers customers comprehensive brokerage and value-added services, including trade order placement and execution, margin financing, IPO subscription, ESOP management, investor education, community discussion and customer support. The Company’s proprietary infrastructure and advanced technology are able to support trades across multiple currencies, multiple markets, multiple products, multiple execution venues and multiple clearinghouses.\nFor more information on the Company, please visit：https://ir.itiger.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881767568,"gmtCreate":1631407348254,"gmtModify":1631889518946,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Moving in the right direction. 👍🏻","listText":"Moving in the right direction. 👍🏻","text":"Moving in the right direction. 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881767568","repostId":"2166771433","repostType":4,"repost":{"id":"2166771433","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631355344,"share":"https://www.laohu8.com/m/news/2166771433?lang=&edition=full","pubTime":"2021-09-11 18:15","market":"sh","language":"en","title":"China tells Alibaba, Tencent to open platforms up to each other - media","url":"https://stock-news.laohu8.com/highlight/detail?id=2166771433","media":"Reuters","summary":"SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alib","content":"<p>SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.</p>\n<p>The newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.</p>\n<p>The ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.</p>\n<p>Companies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co&nbsp;and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.</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>China tells Alibaba, Tencent to open platforms up to each other - media</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\">\nChina tells Alibaba, Tencent to open platforms up to each other - media\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-11 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.</p>\n<p>The newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.</p>\n<p>The ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.</p>\n<p>Companies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co&nbsp;and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","09888":"百度集团-SW","01810":"小米集团-W","BIDU":"百度","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166771433","content_text":"SHANGHAI, Sept 11 (Reuters) - China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.\nThe newspaper, citing unnamed sources, said the Ministry of Industry and Information Technology proposed standards to companies on Friday for instant messaging services, telling them all platforms must be unblocked by a certain time.\nThe ministry said it may have to resort to other measures if the firms did not comply, the newspaper said.\nCompanies that attended the meeting included Alibaba, Tencent, ByteDance, Baidu Inc, Huawei Technologies Co and Xiaomi Corp, the newspaper said. The companies did not immediately respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698131427,"gmtCreate":1640315305112,"gmtModify":1640316813472,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔&nbsp;","listText":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔&nbsp;","text":"Quite mind-boggling. Instead of selling their stake of JD shares on the market, Tencent decided to give them (donate) to its shareholders instead. Perhaps they wanted to prevent a misperception that JD was not a good investment? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698131427","repostId":"1162095041","repostType":4,"repost":{"id":"1162095041","pubTimestamp":1640314859,"share":"https://www.laohu8.com/m/news/1162095041?lang=&edition=full","pubTime":"2021-12-24 11:00","market":"us","language":"en","title":"JD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1162095041","media":"InvestorPlace","summary":"JD.com stock is taking a beating on Thursday following news about Tencent giving away its stake in the Chinese e-commerce company.At least, Tencent will give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.According to Tencent, it’s reducing its stake in JD.com because the com","content":"<p><b>JD.com</b>(NASDAQ:<b><u>JD</u></b>) stock is taking a beating on Thursday following news about&nbsp;<b>Tencent</b>(OTCMKTS:<b><u>TCEHY</u></b>) giving away its stake in the Chinese e-commerce company.</p>\n<p>At least, Tencent will&nbsp;give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.</p>\n<p>According to Tencent, it’s reducing its stake in JD.com because the company is now viable and doesn’t need its support. The Chinese company says that this is simply part of its investment strategy.</p>\n<p>While that may be true, there could be other factors at play. Chinese regulators have been cracking down on companies growing too large with fees. It’s possible that Tencent decided to give away the majority of its stake in JD.com to avoid possible action from the government, reports&nbsp;<i>CNBC</i>.</p>\n<p>No matter the reason, it’s JD stock that is feeling the heat today over Tencent’s move. That includes heavy trading of the shares. As of this writing, more than 18 million shares of the company’s stock have changed hands. That’s already above the company’s daily average trading volume of about 9.5 million shares.</p>\n<p>JD stock is down 6.92% and TCEHY stock is up 5.79% on Thursday. JD stock is down 20.2% since the start of the year and TCEHY stock is down 17.6% year-to-date.</p>","source":"lsy1606302653667","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>JD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today</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\">\nJD Stock: The Tencent News That Has Chinese Tech JD.com Tumbling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JD.com(NASDAQ:JD) stock is taking a beating on Thursday following news about Tencent(OTCMKTS:TCEHY) giving away its stake in the Chinese e-commerce company.\nAt least, Tencent will give away most of ...</p>\n\n<a href=\"https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","00700":"腾讯控股"},"source_url":"https://investorplace.com/2021/12/jd-stock-the-tencent-news-that-has-chinese-tech-jd-com-tumbling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162095041","content_text":"JD.com(NASDAQ:JD) stock is taking a beating on Thursday following news about Tencent(OTCMKTS:TCEHY) giving away its stake in the Chinese e-commerce company.\nAt least, Tencent will give away most of its stake in the company. It announced a special one-time dividend that will have it distributing shares of JD stock to its shareholders. That will have to reduce its ownership of the company’s stock by 457 million. That will drop its stake from 17% to 2.3%.\nAccording to Tencent, it’s reducing its stake in JD.com because the company is now viable and doesn’t need its support. The Chinese company says that this is simply part of its investment strategy.\nWhile that may be true, there could be other factors at play. Chinese regulators have been cracking down on companies growing too large with fees. It’s possible that Tencent decided to give away the majority of its stake in JD.com to avoid possible action from the government, reports CNBC.\nNo matter the reason, it’s JD stock that is feeling the heat today over Tencent’s move. That includes heavy trading of the shares. As of this writing, more than 18 million shares of the company’s stock have changed hands. That’s already above the company’s daily average trading volume of about 9.5 million shares.\nJD stock is down 6.92% and TCEHY stock is up 5.79% on Thursday. JD stock is down 20.2% since the start of the year and TCEHY stock is down 17.6% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274793181513","authorId":"3479274793181513","name":"qingg123","avatar":"https://static.laohu8.com/picture140","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274793181513","authorIdStr":"3479274793181513"},"content":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it.","text":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it.","html":"I don't think so. Tencent must have its reasons for distributing JD.COM shares to shareholders. I can't explain it."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602288920,"gmtCreate":1639026336350,"gmtModify":1639026923370,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Great article! Palantir is a promising company and there is potential for&nbsp;their commercial customer base to grow 👍","listText":"Great article! Palantir is a promising company and there is potential for&nbsp;their commercial customer base to grow 👍","text":"Great article! Palantir is a promising company and there is potential for their commercial customer base to grow 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602288920","repostId":"2189695656","repostType":2,"repost":{"id":"2189695656","pubTimestamp":1639019727,"share":"https://www.laohu8.com/m/news/2189695656?lang=&edition=full","pubTime":"2021-12-09 11:15","market":"us","language":"en","title":"Palantir's Q3 Earnings Highlight an Exciting Road Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2189695656","media":"Motley Fool","summary":"After nearly two decades as a private company, Palantir's latest earnings highlight what it's been up to and where it's going.","content":"<p>Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio files, emails, and more are housed in disparate systems, rendering traditional automation, business intelligence, and analytics solutions less useful. As a result, most of these organizations spend years with high-cost consultants attempting to build an in-house solution. More often than not, these efforts do not lead to much progress.</p>\n<p>After spending nearly two decades as a private company and raising billions of dollars in venture capital, <b>Palantir Technologies</b> (NYSE:PLTR) is showcasing that the capabilities of its premier software platform, Foundry, were well worth the wait. Moreover, Palantir has invested in a number of smaller, yet potentially disruptive technology companies to assist in its many use cases and addressable markets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86871dec05066e8791f4a3ac81264278\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2><b>Financial performance</b></h2>\n<p>Palantir describes Foundry as the connective tissue that connects analytics and operational systems, allowing customers to model and execute complex cross-functional transactions. This method is beginning to pay dividends for Palantir, as the company generated $392 million in revenue during Q3, representing 36% year-over-year growth. Moreover, the company is increasing average revenue per customer and expanding its margins, leading to increased cash flow. In Q3 2021 Palantir reported 57% contribution margin compared to 56% in Q3 2020. Additionally, Palantir's year-to-date operating cash flow is $240.4 million, compared to <i>negative </i>$278.3 million for the first nine months of 2020.</p>\n<p>Palantir concluded its Q3 earnings call with guidance for Q4 2021 revenue of $418 million and full-year 2021 revenue growth of 40%. However, not all investors were pleased with these results, as stock-based compensation remains a significant component of the management team's pay. The company has outlined a clear vision to grow revenue at 30% or more for the next four years. So despite its stock-based compensation awards, I am enthusiastic about Palantir's growth prospects, especially in the commercial sector, and about its growing number of use cases.</p>\n<h2><b>All roads lead to cryptocurrency</b></h2>\n<p>Palantir has found interesting ways to deploy its capital since its public offering. The company has invested in several high-growth companies in the transportation space, including connected vehicle data analytics company <b>Wejo</b> (NASDAQ:WEJO) and micromobility company <b><a href=\"https://laohu8.com/S/BRDS\">Bird Global</a> </b>(NYSE:BRDS). The company also formed an alliance with cellular medicine company <b>Celularity </b>(NASDAQ:CELU), which is leveraging Palantir's software in its cellular data set to accelerate research and development initiatives.</p>\n<p>These partnerships and strategic investments are assisting Palantir as the company discovers more use cases and serviceable markets, especially for non-governmental entities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e2be3b791f3b33388ec5d17f5194b6\" tg-width=\"700\" tg-height=\"407\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>During the earnings call, management announced that they had discovered a unique fit with crypto companies that need industrialized compliance solutions. Palantir is leveraging its experience with anti-money laundering and helping governments identify compliance issues with some of the largest banks in the world.</p>\n<p>The rising number of use cases and applications for the Foundry product could bode well for Palantir as the company begins to scale its commercial sector practice. Financial institutions such as investment banks (as well as brokers and trading platforms such as <b>Coinbase</b> and <b>Robinhood</b>) will all need to continue building out proper compliance procedures as crypto becomes more regulated.</p>\n<p>Palantir reported meaningful growth on the commercial side of its business in the form of 46% quarter-over-quarter growth in commercial customer count and 135% since December 2020. As an investor, I am impressed by the malleability of Palantir's product and its market-ready applications. Given the rise in enthusiasm around the crypto-economy at large, the implications of Foundry for crypto should not be underestimated.</p>\n<h2><b>Now what?</b></h2>\n<p>Palantir has faced scrutiny for its lucrative stock-based compensation packages as well as its reliance on large government contracts. However, the company showcased new uses in financial services, specifically crypto, and highlighted how its software is assisting the automotive industry Although management reiterated its commitment to 30% year-over-year growth for the next four years, these case studies make me feel that it is possible that this is a bit conservative given the company's current trajectory of 40% revenue growth this year, and the fact that many of these strategic investments and partnerships are still in early stages.</p>\n<p>When it comes to big data analytics, Palantir is the company that excites me the most. I think that the company has invested wisely over the course of two decades, and the growth that we are seeing is only the beginning.</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>Palantir's Q3 Earnings Highlight an Exciting Road Ahead</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\">\nPalantir's Q3 Earnings Highlight an Exciting Road Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BRDS":"Bird Global","CELU":"Celularity Inc.","BK4547":"WSB热门概念","BK4543":"AI","BK4139":"生物科技","WEJO":"Wejo Group Limited"},"source_url":"https://www.fool.com/investing/2021/12/08/palantirs-q3-earnings-highlight-exciting-roadmap-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189695656","content_text":"Enterprises rely on data to deliver value. According to research from IDC, the problem is that upwards of 80% of an organization's data is unstructured. Customer records, important documents, audio files, emails, and more are housed in disparate systems, rendering traditional automation, business intelligence, and analytics solutions less useful. As a result, most of these organizations spend years with high-cost consultants attempting to build an in-house solution. More often than not, these efforts do not lead to much progress.\nAfter spending nearly two decades as a private company and raising billions of dollars in venture capital, Palantir Technologies (NYSE:PLTR) is showcasing that the capabilities of its premier software platform, Foundry, were well worth the wait. Moreover, Palantir has invested in a number of smaller, yet potentially disruptive technology companies to assist in its many use cases and addressable markets.\nImage source: Getty Images.\nFinancial performance\nPalantir describes Foundry as the connective tissue that connects analytics and operational systems, allowing customers to model and execute complex cross-functional transactions. This method is beginning to pay dividends for Palantir, as the company generated $392 million in revenue during Q3, representing 36% year-over-year growth. Moreover, the company is increasing average revenue per customer and expanding its margins, leading to increased cash flow. In Q3 2021 Palantir reported 57% contribution margin compared to 56% in Q3 2020. Additionally, Palantir's year-to-date operating cash flow is $240.4 million, compared to negative $278.3 million for the first nine months of 2020.\nPalantir concluded its Q3 earnings call with guidance for Q4 2021 revenue of $418 million and full-year 2021 revenue growth of 40%. However, not all investors were pleased with these results, as stock-based compensation remains a significant component of the management team's pay. The company has outlined a clear vision to grow revenue at 30% or more for the next four years. So despite its stock-based compensation awards, I am enthusiastic about Palantir's growth prospects, especially in the commercial sector, and about its growing number of use cases.\nAll roads lead to cryptocurrency\nPalantir has found interesting ways to deploy its capital since its public offering. The company has invested in several high-growth companies in the transportation space, including connected vehicle data analytics company Wejo (NASDAQ:WEJO) and micromobility company Bird Global (NYSE:BRDS). The company also formed an alliance with cellular medicine company Celularity (NASDAQ:CELU), which is leveraging Palantir's software in its cellular data set to accelerate research and development initiatives.\nThese partnerships and strategic investments are assisting Palantir as the company discovers more use cases and serviceable markets, especially for non-governmental entities.\nImage source: Getty Images.\nDuring the earnings call, management announced that they had discovered a unique fit with crypto companies that need industrialized compliance solutions. Palantir is leveraging its experience with anti-money laundering and helping governments identify compliance issues with some of the largest banks in the world.\nThe rising number of use cases and applications for the Foundry product could bode well for Palantir as the company begins to scale its commercial sector practice. Financial institutions such as investment banks (as well as brokers and trading platforms such as Coinbase and Robinhood) will all need to continue building out proper compliance procedures as crypto becomes more regulated.\nPalantir reported meaningful growth on the commercial side of its business in the form of 46% quarter-over-quarter growth in commercial customer count and 135% since December 2020. As an investor, I am impressed by the malleability of Palantir's product and its market-ready applications. Given the rise in enthusiasm around the crypto-economy at large, the implications of Foundry for crypto should not be underestimated.\nNow what?\nPalantir has faced scrutiny for its lucrative stock-based compensation packages as well as its reliance on large government contracts. However, the company showcased new uses in financial services, specifically crypto, and highlighted how its software is assisting the automotive industry Although management reiterated its commitment to 30% year-over-year growth for the next four years, these case studies make me feel that it is possible that this is a bit conservative given the company's current trajectory of 40% revenue growth this year, and the fact that many of these strategic investments and partnerships are still in early stages.\nWhen it comes to big data analytics, Palantir is the company that excites me the most. I think that the company has invested wisely over the course of two decades, and the growth that we are seeing is only the beginning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604858240,"gmtCreate":1639374552510,"gmtModify":1639374729128,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Agree with the author's views, though I may be biased [vested] 😝.","listText":"Agree with the author's views, though I may be biased [vested] 😝.","text":"Agree with the author's views, though I may be biased [vested] 😝.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604858240","repostId":"1184953093","repostType":2,"repost":{"id":"1184953093","pubTimestamp":1639353015,"share":"https://www.laohu8.com/m/news/1184953093?lang=&edition=full","pubTime":"2021-12-13 07:50","market":"us","language":"en","title":"Palantir Remains an Enigma for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1184953093","media":"InvestorPlace","summary":"PLTR stock is trading in the teens for only the second time in 2021","content":"<p>Investors in&nbsp;<b>PalantirTechnologies</b>(NYSE:<b><u>PLTR</u></b>) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.</p>\n<p>However, the earliest investors in Palantir are still sitting pretty. PLTR stock&nbsp;went public in September 2020&nbsp;via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the&nbsp;past 14 months.</p>\n<p>I happened to&nbsp;read a November article&nbsp;in&nbsp;<i>Fortune</i>&nbsp;about&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its&nbsp;core business.</p>\n<p>Here’s my take on this hypothesis.</p>\n<p><b>My Take on Palantir’s SPAC Investments</b></p>\n<p><i>Fortune</i>&nbsp;spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.</p>\n<blockquote>\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n <i>Fortune</i>. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n</blockquote>\n<p>Another analyst mentioned in&nbsp;<i>Fortune’s</i>&nbsp;story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.</p>\n<p>According to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.</p>\n<p>As I stated in&nbsp;my November article&nbsp;about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.</p>\n<p>However, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.</p>\n<p>But don’t take my word for it. I would&nbsp;read the&nbsp;<i>Fortune</i>&nbsp;article&nbsp;and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.</p>\n<p><b>Palantir Zigs When Others Zag</b></p>\n<p>There is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.</p>\n<p>As I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.</p>\n<p>In May, I took issue with Palantir CEO Alex Karp’s&nbsp;billion-dollar compensation&nbsp;in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”</p>\n<p>That said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.</p>\n<p><b>The Bottom Line on PLTR Stock</b></p>\n<p>By the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.</p>\n<p>As I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is&nbsp;$17.06&nbsp;on May 11.</p>\n<p>If you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.</p>","source":"lsy1606302653667","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>Palantir Remains an Enigma for Wall Street</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\">\nPalantir Remains an Enigma for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late...</p>\n\n<a href=\"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184953093","content_text":"Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.\nHowever, the earliest investors in Palantir are still sitting pretty. PLTR stock went public in September 2020 via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the past 14 months.\nI happened to read a November article in Fortune about Palantir Technologies(NYSE:PLTR) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its core business.\nHere’s my take on this hypothesis.\nMy Take on Palantir’s SPAC Investments\nFortune spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.\n\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n Fortune. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n\nAnother analyst mentioned in Fortune’s story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.\nAccording to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.\nAs I stated in my November article about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.\nHowever, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.\nBut don’t take my word for it. I would read the Fortune article and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.\nPalantir Zigs When Others Zag\nThere is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.\nAs I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.\nIn May, I took issue with Palantir CEO Alex Karp’s billion-dollar compensation in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”\nThat said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.\nThe Bottom Line on PLTR Stock\nBy the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.\nAs I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is $17.06 on May 11.\nIf you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604087980,"gmtCreate":1639282126859,"gmtModify":1639282127033,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Would love for it to drop more so I can buy 😝","listText":"Would love for it to drop more so I can buy 😝","text":"Would love for it to drop more so I can buy 😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604087980","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","weMediaInfo":{"introduction":"Providing 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":1639152670,"share":"https://www.laohu8.com/m/news/1133027099?lang=&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Sea Ltd stock dropped more than 5% in morning trading</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\">\nSea Ltd stock dropped more than 5% in 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\">2021-12-11 00:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810679913,"gmtCreate":1629976211732,"gmtModify":1631884753381,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]&nbsp;","listText":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]&nbsp;","text":"Great article, Nvidia is a great company but prices have rallied so much that I find myself hesitating...[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810679913","repostId":"1155499213","repostType":2,"repost":{"id":"1155499213","pubTimestamp":1629971329,"share":"https://www.laohu8.com/m/news/1155499213?lang=&edition=full","pubTime":"2021-08-26 17:48","market":"us","language":"en","title":"Nvidia Is Too Far Ahead of Competitors AMD and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1155499213","media":"InvestorPlace","summary":"NVDA stock is diverging from its fundamental merit. Today’s note may come across as bearish toward Nvidia. In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a ","content":"<p>NVDA stock is diverging from its fundamental merit</p>\n<p>Today’s note may come across as bearish toward&nbsp;<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.</p>\n<p>At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.</p>\n<p>Nvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.</p>\n<p>Committing new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.</p>\n<p>At the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?</p>\n<p>The macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.</p>\n<p><b>NVDA Stock Is Up for Some Good Reasons</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33617756f3ca229ffa5a50cbda84bf90\" tg-width=\"1542\" tg-height=\"808\" width=\"100%\" height=\"auto\"><span>Source: Charts by TradingView</span></p>\n<p>Now that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>).<b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) is miles behind — that’s a whole other story.</p>\n<p>This week, we learned that&nbsp;NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.</p>\n<p>However, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.</p>\n<p>Since 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.</p>\n<p><b>The Beginning of the End of QE</b></p>\n<p>Frankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.</p>\n<p>I don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.</p>\n<p>Meanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?</p>\n<p>To be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.</p>","source":"lsy1606302653667","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>Nvidia Is Too Far Ahead of Competitors AMD and Intel</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\">\nNvidia Is Too Far Ahead of Competitors AMD and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price ...</p>\n\n<a href=\"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155499213","content_text":"NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.\nAt these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.\nNvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.\nCommitting new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.\nAt the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?\nThe macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.\nNVDA Stock Is Up for Some Good Reasons\nSource: Charts by TradingView\nNow that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than Advanced Micro Devices(NASDAQ:AMD).Intel(NASDAQ:INTC) is miles behind — that’s a whole other story.\nThis week, we learned that NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.\nHowever, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.\nSince 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.\nThe Beginning of the End of QE\nFrankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.\nI don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.\nMeanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?\nTo be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690070828,"gmtCreate":1639617360770,"gmtModify":1639617360932,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?&nbsp;","listText":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?&nbsp;","text":"I don't understand why the author says there's no scalability when the commercial arm is growing well. Isn't that part scalable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690070828","repostId":"1143795954","repostType":2,"repost":{"id":"1143795954","pubTimestamp":1639613655,"share":"https://www.laohu8.com/m/news/1143795954?lang=&edition=full","pubTime":"2021-12-16 08:14","market":"us","language":"en","title":"Palantir: A Value Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1143795954","media":"seekingalpha","summary":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is an overvalued government contractor.</li>\n <li>The business has no intrinsic scale value.</li>\n <li>Palantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.</li>\n</ul>\n<p></p>\n<p></p>\n<p>Palantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.</p>\n<p></p>\n<p><b>A Government Consulting Business With Three Major Issues</b></p>\n<p>Someone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.</p>\n<p></p>\n<p>Palantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.</p>\n<p></p>\n<p>Revenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.</p>\n<p></p>\n<p>The first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?</p>\n<p></p>\n<p>Despite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.</p>\n<p></p>\n<p>The second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.</p>\n<p></p>\n<p>The third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.</p>\n<p></p>\n<p><b>A Fantasy Valuation</b></p>\n<p>Let's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.</p>\n<p></p>\n<p>Nonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.</p>\n<p></p>\n<p></p>\n<p><b>My Conclusion</b></p>\n<p>I'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.</p>","source":"lsy1638401102509","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>Palantir: A Value Trap</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\">\nPalantir: A Value Trap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475365-palantir-a-value-trap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (...</p>\n\n<a href=\"https://seekingalpha.com/article/4475365-palantir-a-value-trap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4475365-palantir-a-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143795954","content_text":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.\n\nA Government Consulting Business With Three Major Issues\nSomeone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.\n\nPalantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.\n\nRevenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.\n\nThe first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?\n\nDespite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.\n\nThe second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.\n\nThe third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.\n\nA Fantasy Valuation\nLet's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.\n\nNonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.\n\n\nMy Conclusion\nI'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692425821,"gmtCreate":1641181001623,"gmtModify":1641181396071,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳&nbsp;","listText":"This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳&nbsp;","text":"This is crazy, people are paying P/S multiples way above 60 at such inflated prices 😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692425821","repostId":"1141662132","repostType":4,"repost":{"id":"1141662132","weMediaInfo":{"introduction":"Providing 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":1641180276,"share":"https://www.laohu8.com/m/news/1141662132?lang=&edition=full","pubTime":"2022-01-03 11:24","market":"us","language":"en","title":"SenseTime Shares Surged More Than 35% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1141662132","media":"Tiger Newspress","summary":"Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a roc","content":"<html><head></head><body><p>Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a rocky initial public offering that was delayed by concerns over fresh U.S. sanctions..</p><p><img src=\"https://static.tigerbbs.com/3126745015dca62d4266084436c4ea07\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes faces and images on an enormous scale and works with retailers and health-care researchers around the world.</p><p>The firm has invested heavily in building super computers that can train client-facing AI models, an effort that’s set to pay off as the loss-making company scales up. Revenue in the six months ended June 30 nearly doubled to 1.65 billion yuan ($259 million), while net losses narrowed to 3.7 billion yuan from 5.3 billion yuan in the first half of 2020.</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>SenseTime Shares Surged More Than 35% in Hong Kong</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\">\nSenseTime Shares Surged More Than 35% in Hong Kong\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\">2022-01-03 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a rocky initial public offering that was delayed by concerns over fresh U.S. sanctions..</p><p><img src=\"https://static.tigerbbs.com/3126745015dca62d4266084436c4ea07\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes faces and images on an enormous scale and works with retailers and health-care researchers around the world.</p><p>The firm has invested heavily in building super computers that can train client-facing AI models, an effort that’s set to pay off as the loss-making company scales up. Revenue in the six months ended June 30 nearly doubled to 1.65 billion yuan ($259 million), while net losses narrowed to 3.7 billion yuan from 5.3 billion yuan in the first half of 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141662132","content_text":"Chinese artificial intelligence giant SenseTime shares surged more than 35% in Hong Kong after a rocky initial public offering that was delayed by concerns over fresh U.S. sanctions..Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes faces and images on an enormous scale and works with retailers and health-care researchers around the world.The firm has invested heavily in building super computers that can train client-facing AI models, an effort that’s set to pay off as the loss-making company scales up. Revenue in the six months ended June 30 nearly doubled to 1.65 billion yuan ($259 million), while net losses narrowed to 3.7 billion yuan from 5.3 billion yuan in the first half of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691436125,"gmtCreate":1640226332521,"gmtModify":1640226332703,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","listText":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","text":"Nio is now moving into the international market and increasing its TAM. Buy on the dip! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691436125","repostId":"1173043963","repostType":4,"repost":{"id":"1173043963","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p>\n<p>Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p>\n<p>So what</p>\n<p>Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p>\n<p>Now what</p>\n<p>Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p>\n<p>The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p>\n<p>Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</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>Why Nio Shares Dropped Again Today</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 Nio Shares Dropped Again Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/\">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://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692499737,"gmtCreate":1641128599233,"gmtModify":1641128642119,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏&nbsp;","listText":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏&nbsp;","text":"Wow Xpeng delivered the most out of the 3 EV companies featured 👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692499737","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","pubTimestamp":1641085354,"share":"https://www.laohu8.com/m/news/1173416252?lang=&edition=full","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693430608,"gmtCreate":1640058101362,"gmtModify":1640059019646,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","listText":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","text":"This bodes well for Dewpoint if Palantir is able to reduce its optimisation efforts and increase efficiency 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693430608","repostId":"1129749044","repostType":2,"repost":{"id":"1129749044","pubTimestamp":1640052616,"share":"https://www.laohu8.com/m/news/1129749044?lang=&edition=full","pubTime":"2021-12-21 10:10","market":"us","language":"en","title":"PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1129749044","media":"InvestorPlace","summary":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Techn","content":"<p>Despite announcing a new&nbsp;multi-year partnership&nbsp;with&nbsp;<b>Dewpoint Therapeutics</b>, shares of&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) are down more than 4% on the day. The weakness in PLTR stock can be attributed to general market weakness, as the&nbsp;<b>S&amp;P 500</b>&nbsp;and&nbsp;<b>Nasdaq</b>&nbsp;are both down today. However, let’s dive into the details on the new partnership that has shareholders of PLTR stock excited.</p>\n<p>The partnership will see Dewpoint utilize Palantir’s Foundry platform to further research and understand condensates biology. The Foundry platform will help researchers analyze lab data and other data sources. Researchers at Dewpoint will also use Foundry to store their centralized knowledge repository. Additionally, they will use it to contextualize test results and prioritize the best possible outcome.</p>\n<p>Lalarukh Haris Shaikh, Palantir’s head of biotech, praised the partnership. She commented:</p>\n<blockquote>\n “We think Dewpoint is changing the way the world approaches drug design by exploring new frontiers of disease biology, requiring a game changing solution that goes beyond just cloud and infrastructure to drive their R&amp;D and scale with their vision as they grow. We are proud to partner with Dewpoint and share their passion of working on one of the most exciting translational medicine approaches of our time.”\n</blockquote>\n<p>PLTR Stock: What to Know About the Dewpoint Partnership</p>\n<ol>\n <li>Dewpoint is a leading research company that seeks to understand the nature of condensates in order to develop drugs. Condensates are involved in many serious diseases, such as cancer, metabolic disease and other rare genetic disorders.</li>\n <li>The Foundry platform is designed to integrate siloed information sources that will lead to data-driven analysis and conclusions. Foundry will be able to “work seamlessly” with the existing Dewpoint systems.</li>\n <li>For example, the expansion of Dewpoint’s data foundation to include “advanced genetic analysis for disease association and correlation with condensate content” will help the company discover potential medical breakthroughs.</li>\n <li>Dewpoint CEO Ameet Nathwani is looking forward to the prospects that Foundry can bring to the company. He stated that, “Key to our approach has been creating a seamless connection between our wet-lab and dry-lab capabilities, with machine learning and AI at the center. Foundry has provided us with a solid foundation for us to fully connect and operationalize our entire lab to enterprise and enable the discovery and development of new drugs.”</li>\n <li>This partnership comes after Palantir announced that they had won a&nbsp;second option year&nbsp;with the U.S. Army. Indeed, that deal is worth $116.3 million.</li>\n</ol>","source":"lsy1606302653667","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>PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership</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\">\nPLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to...</p>\n\n<a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129749044","content_text":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to general market weakness, as the S&P 500 and Nasdaq are both down today. However, let’s dive into the details on the new partnership that has shareholders of PLTR stock excited.\nThe partnership will see Dewpoint utilize Palantir’s Foundry platform to further research and understand condensates biology. The Foundry platform will help researchers analyze lab data and other data sources. Researchers at Dewpoint will also use Foundry to store their centralized knowledge repository. Additionally, they will use it to contextualize test results and prioritize the best possible outcome.\nLalarukh Haris Shaikh, Palantir’s head of biotech, praised the partnership. She commented:\n\n “We think Dewpoint is changing the way the world approaches drug design by exploring new frontiers of disease biology, requiring a game changing solution that goes beyond just cloud and infrastructure to drive their R&D and scale with their vision as they grow. We are proud to partner with Dewpoint and share their passion of working on one of the most exciting translational medicine approaches of our time.”\n\nPLTR Stock: What to Know About the Dewpoint Partnership\n\nDewpoint is a leading research company that seeks to understand the nature of condensates in order to develop drugs. Condensates are involved in many serious diseases, such as cancer, metabolic disease and other rare genetic disorders.\nThe Foundry platform is designed to integrate siloed information sources that will lead to data-driven analysis and conclusions. Foundry will be able to “work seamlessly” with the existing Dewpoint systems.\nFor example, the expansion of Dewpoint’s data foundation to include “advanced genetic analysis for disease association and correlation with condensate content” will help the company discover potential medical breakthroughs.\nDewpoint CEO Ameet Nathwani is looking forward to the prospects that Foundry can bring to the company. He stated that, “Key to our approach has been creating a seamless connection between our wet-lab and dry-lab capabilities, with machine learning and AI at the center. Foundry has provided us with a solid foundation for us to fully connect and operationalize our entire lab to enterprise and enable the discovery and development of new drugs.”\nThis partnership comes after Palantir announced that they had won a second option year with the U.S. Army. Indeed, that deal is worth $116.3 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696657609,"gmtCreate":1640690240197,"gmtModify":1640690240344,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","listText":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","text":"I will be looking to see if they are able to grow their fintech segment, given that they have been awarded a digital bank licence in SG last Dec.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696657609","repostId":"1102262158","repostType":4,"repost":{"id":"1102262158","pubTimestamp":1640670598,"share":"https://www.laohu8.com/m/news/1102262158?lang=&edition=full","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</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>Sea Limited: A Deep Dive To Understand The Recent Selloff</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\">\nSea Limited: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607265376,"gmtCreate":1639548939021,"gmtModify":1639548939186,"author":{"id":"4092883767694200","authorId":"4092883767694200","name":"soapymouse","avatar":"https://static.tigerbbs.com/15eb4fd5950a6e7a24225064bff9f8bf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092883767694200","authorIdStr":"4092883767694200"},"themes":[],"htmlText":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","listText":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","text":"Meta Holdings also have their own AR/VR headset, which will be compatible with their platform eventually. Apple will have to compete with that...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607265376","repostId":"2191995516","repostType":4,"repost":{"id":"2191995516","pubTimestamp":1639536544,"share":"https://www.laohu8.com/m/news/2191995516?lang=&edition=full","pubTime":"2021-12-15 10:49","market":"us","language":"en","title":"Why Apple Is a Top Metaverse Stock to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191995516","media":"Motley Fool","summary":"The tech titan may have found a great way to tap into the market for metaverse stocks.","content":"<p>The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for companies to tap into. Emergen Research estimates that the metaverse could generate close to $829 billion in revenue by 2028, clocking a compound annual growth rate of 43% over that long run.</p>\n<p>When looking for great ways to tap into this huge opportunity, consider what<b> Apple</b> (NASDAQ:AAPL) is doing. The tech giant is reportedly working on a device that could help millions of people experience the metaverse.</p>\n<p>Let's look closely at Apple's metaverse plans and see why it could win big in this market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5df4a93c8be1aeda13b7d2b5f593028b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Why headsets will be critical for the metaverse's growth</h2>\n<p>Augmented reality (AR) and virtual reality (VR)-enabled headsets will open the window to the metaverse for consumers willing to experience this new technology. That's because they create a virtual world (in the case of a VR headset) or merge the virtual and real worlds (in the case of AR headsets). These headsets are likely to be the first point of contact for anyone looking to get into the metaverse, whether it be to work, play, or study.</p>\n<p>Not surprisingly, the demand for such headsets is expected to go through the roof. Market research firm IDC forecasts that sales of VR headsets could increase from an estimated 8 million units in 2021 to 29 million units in 2025. Meanwhile, sales of AR headsets are expected to jump to 21 million headsets in 2025 from just 1 million units this year.</p>\n<p>The research firm points out that the headset market's growth will be driven by the adoption of new applications such as virtual fitness classes or other events, in addition to gaming. The good news is that Apple is reportedly preparing to take advantage of this huge opportunity.</p>\n<h2>Apple's headsets could dominate the AR/VR market</h2>\n<p>Ming-Chi Kuo, a noted analyst covering Apple for financial services provider TF International Securities, says (via 9to5Mac) that the iPhone maker could launch its first-generation AR/VR headset next year. According to Kuo, Apple's headset is likely to integrate both AR and VR functions into a single device. He adds that the first-generation headsets are likely to be powered by a high-end chip and could come equipped with high-resolution displays.</p>\n<p>The analyst estimates that Apple could ship 2.5 million to 3.5 million of these headsets in 2023. However, things could get better the following year, as the tech titan is expected to launch a second-generation headset in the second half of 2024. The updated headset is expected to be powered by a faster processor while being lighter and carrying more battery life.</p>\n<p>Apple is expected to ship 10 million units of the second-generation headset after its launch, which means that it could capture a fifth of the overall AR/VR headset market by 2025, based on IDC's total shipment estimates of 50 million units. What's more, Apple's headsets are expected to have a starting price of $1,000, according to Kuo, so this new product line could generate billions of dollars in revenue in the next four years.</p>\n<p>More importantly, the AR/VR market could consistently drive strong growth at Apple in the long run, as this space is expected to clock a 43% annual growth rate through 2030, according to a third-party report. It isn't surprising to hear that Apple is interested in this market: It could open a new growth avenue for the company and complement Apple's other catalysts. All this makes Apple a top tech stock to buy to take advantage of the emerging metaverse opportunity.</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 Apple Is a Top Metaverse Stock to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is a Top Metaverse Stock to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4501":"段永平概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/14/why-apple-is-top-metaverse-stock-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191995516","content_text":"The \"metaverse\" is the latest buzzword in the technology sector. It's about erasing the boundaries between the real world and the virtual world while creating a multibillion-dollar market for companies to tap into. Emergen Research estimates that the metaverse could generate close to $829 billion in revenue by 2028, clocking a compound annual growth rate of 43% over that long run.\nWhen looking for great ways to tap into this huge opportunity, consider what Apple (NASDAQ:AAPL) is doing. The tech giant is reportedly working on a device that could help millions of people experience the metaverse.\nLet's look closely at Apple's metaverse plans and see why it could win big in this market.\nImage source: Getty Images.\nWhy headsets will be critical for the metaverse's growth\nAugmented reality (AR) and virtual reality (VR)-enabled headsets will open the window to the metaverse for consumers willing to experience this new technology. That's because they create a virtual world (in the case of a VR headset) or merge the virtual and real worlds (in the case of AR headsets). These headsets are likely to be the first point of contact for anyone looking to get into the metaverse, whether it be to work, play, or study.\nNot surprisingly, the demand for such headsets is expected to go through the roof. Market research firm IDC forecasts that sales of VR headsets could increase from an estimated 8 million units in 2021 to 29 million units in 2025. Meanwhile, sales of AR headsets are expected to jump to 21 million headsets in 2025 from just 1 million units this year.\nThe research firm points out that the headset market's growth will be driven by the adoption of new applications such as virtual fitness classes or other events, in addition to gaming. The good news is that Apple is reportedly preparing to take advantage of this huge opportunity.\nApple's headsets could dominate the AR/VR market\nMing-Chi Kuo, a noted analyst covering Apple for financial services provider TF International Securities, says (via 9to5Mac) that the iPhone maker could launch its first-generation AR/VR headset next year. According to Kuo, Apple's headset is likely to integrate both AR and VR functions into a single device. He adds that the first-generation headsets are likely to be powered by a high-end chip and could come equipped with high-resolution displays.\nThe analyst estimates that Apple could ship 2.5 million to 3.5 million of these headsets in 2023. However, things could get better the following year, as the tech titan is expected to launch a second-generation headset in the second half of 2024. The updated headset is expected to be powered by a faster processor while being lighter and carrying more battery life.\nApple is expected to ship 10 million units of the second-generation headset after its launch, which means that it could capture a fifth of the overall AR/VR headset market by 2025, based on IDC's total shipment estimates of 50 million units. What's more, Apple's headsets are expected to have a starting price of $1,000, according to Kuo, so this new product line could generate billions of dollars in revenue in the next four years.\nMore importantly, the AR/VR market could consistently drive strong growth at Apple in the long run, as this space is expected to clock a 43% annual growth rate through 2030, according to a third-party report. It isn't surprising to hear that Apple is interested in this market: It could open a new growth avenue for the company and complement Apple's other catalysts. All this makes Apple a top tech stock to buy to take advantage of the emerging metaverse opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}