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2021-10-23

Indicator

Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries

2021-10-13

Great article

Fed's Clarida: employment test to begin bond taper all but met

2021-11-26

$OVERSEA-CHINESE BANKING CORP(O39.SI)$ opportunity to enter?

2021-11-21

$Coursera, Inc.(COUR)$Correction on the way?

2021-11-19

$AEM HOLDINGS LTD(AWX.SI)$any..more uptrend zone?

2021-12-09

$Grab Holdings(GRAB)$correction...persitst

2021-11-15

$CapitaLandInves(9CI.SI)$rebound stage?

2021-11-12

$SEMBCORP MARINE LTD(S51.SI)$is bottom stabilize and going to rebound ?

2021-11-12

$Tiger Brokers(TIGR)$Rebound from correction?

2021-11-09

Correction path....

PayPal shares fell more than 4% in premarket trading

2021-12-14

$GLOBALFOUNDRIES Inc.(GFS)$still correction?

2021-11-12

$Opendoor Technologies Inc(OPEN)$rrebound strong

2021-10-30

Electric car is hot

Nio Is the Same Great Investment Opportunity It Always Was

2021-11-08

$Tiger Brokers(TIGR)$Any rebound signal?

2021-11-07

$WILMAR INTERNATIONAL LIMITED(F34.SI)$Commodity stock momentum ready...to factor in the rising inflation

2021-11-06

Great analysis

Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?

2021-10-29

$SEMBCORP MARINE LTD(S51.SI)$will the take over happen soon.?have been struggling at this level for long

2021-10-12

Comsumer sector

Analysts Bullish On Starbucks, See Upto 21% Upside

2021-12-07

Any time rebound soon?

Grab shares slid more than 4% in premarket trading

2021-12-01

Uptrend.?

Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?

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soon?","listText":"Rebound soon?","text":"Rebound soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698991086","repostId":"1151093531","repostType":2,"repost":{"id":"1151093531","pubTimestamp":1640229464,"share":"https://www.laohu8.com/m/news/1151093531?lang=&edition=full","pubTime":"2021-12-23 11:17","market":"us","language":"en","title":"An Intrinsic Calculation For Sea Limited (NYSE:SE) Suggests It's 38% Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1151093531","media":"Nasdaq","summary":"Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sea","content":"<p>Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sea Limited (NYSE:SE) as an investment opportunity by projecting its future cash flows and then discounting them to today's value. Our analysis will employ the Discounted Cash Flow (DCF) model. Before you think you won't be able to understand it, just read on! It's actually much less complex than you'd imagine.</p>\n<p>Companies can be valued in a lot of ways, so we would point out that a DCF is not perfect for every situation. For those who are keen learners of equity analysis, theSimply Wall St analysis model heremay be something of interest to you.</p>\n<p>The method</p>\n<p>We're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. To start off with, we need to estimate the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years.</p>\n<p>A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we discount the value of these future cash flows to their estimated value in today's dollars:<img src=\"https://static.tigerbbs.com/900a00b739c53cb9c592a1ff4cb5eaff\" tg-width=\"614\" tg-height=\"239\" width=\"100%\" height=\"auto\">(\"Est\" = FCF growth rate estimated by Simply Wall St)</p>\n<p><b>Present Value of 10-year Cash Flow (PVCF)</b>= US$46b</p>\n<p>After calculating the present value of future cash flows in the initial 10-year period, we need to calculate the Terminal Value, which accounts for all future cash flows beyond the first stage. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.0%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 6.3%.</p>\n<p><b>Terminal Value (TV)</b>= FCF2031× (1 + g) ÷ (r – g) = US$13b× (1 + 2.0%) ÷ (6.3%– 2.0%) = US$293b</p>\n<p><b>Present Value of Terminal Value (PVTV)</b>= TV / (1 + r)10= US$293b÷ ( 1 + 6.3%)10= US$159b</p>\n<p>The total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$204b. To get the intrinsic value per share, we divide this by the total number of shares outstanding. Compared to the current share price of US$228, the company appears quite good value at a 38% discount to where the stock price trades currently. Remember though, that this is just an approximate valuation, and like any complex formula - garbage in, garbage out.</p>\n<p><img src=\"https://static.tigerbbs.com/d031f94f7285b2dd74b50be13b78ca2d\" tg-width=\"853\" tg-height=\"380\" width=\"100%\" height=\"auto\">The assumptions</p>\n<p>The calculation above is very dependent on two assumptions. The first is the discount rate and the other is the cash flows. You don't have to agree with these inputs, I recommend redoing the calculations yourself and playing with them. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Sea as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 6.3%, which is based on a levered beta of 1.000. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business.</p>\n<p>Looking Ahead:</p>\n<p>Whilst important, the DCF calculation shouldn't be the only metric you look at when researching a company. The DCF model is not a perfect stock valuation tool. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. If a company grows at a different rate, or if its cost of equity or risk free rate changes sharply, the output can look very different. Can we work out why the company is trading at a discount to intrinsic value? For Sea, we've compiled three further items you should assess:</p>\n<ol>\n <li><b>Risks</b>: To that end, you should be aware of the<b>2 warning signs</b>&nbsp;we've spotted with Sea.</li>\n <li><b>Future Earnings</b>: How does SE's growth rate compare to its peers and the wider market?</li>\n <li><b>Other High Quality Alternatives</b>: Do you like a good all-rounder?</li>\n</ol>","source":"lsy1603171495471","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>An Intrinsic Calculation For Sea Limited (NYSE:SE) Suggests It's 38% Undervalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAn Intrinsic Calculation For Sea Limited (NYSE:SE) Suggests It's 38% Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/an-intrinsic-calculation-for-sea-limited-nyse%3Ase-suggests-its-38-undervalued><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sea Limited (NYSE:SE) as an investment opportunity by projecting its future cash flows and then ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/an-intrinsic-calculation-for-sea-limited-nyse%3Ase-suggests-its-38-undervalued\">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://www.nasdaq.com/articles/an-intrinsic-calculation-for-sea-limited-nyse%3Ase-suggests-its-38-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151093531","content_text":"Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sea Limited (NYSE:SE) as an investment opportunity by projecting its future cash flows and then discounting them to today's value. Our analysis will employ the Discounted Cash Flow (DCF) model. Before you think you won't be able to understand it, just read on! It's actually much less complex than you'd imagine.\nCompanies can be valued in a lot of ways, so we would point out that a DCF is not perfect for every situation. For those who are keen learners of equity analysis, theSimply Wall St analysis model heremay be something of interest to you.\nThe method\nWe're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. To start off with, we need to estimate the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years.\nA DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we discount the value of these future cash flows to their estimated value in today's dollars:(\"Est\" = FCF growth rate estimated by Simply Wall St)\nPresent Value of 10-year Cash Flow (PVCF)= US$46b\nAfter calculating the present value of future cash flows in the initial 10-year period, we need to calculate the Terminal Value, which accounts for all future cash flows beyond the first stage. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.0%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 6.3%.\nTerminal Value (TV)= FCF2031× (1 + g) ÷ (r – g) = US$13b× (1 + 2.0%) ÷ (6.3%– 2.0%) = US$293b\nPresent Value of Terminal Value (PVTV)= TV / (1 + r)10= US$293b÷ ( 1 + 6.3%)10= US$159b\nThe total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$204b. To get the intrinsic value per share, we divide this by the total number of shares outstanding. Compared to the current share price of US$228, the company appears quite good value at a 38% discount to where the stock price trades currently. Remember though, that this is just an approximate valuation, and like any complex formula - garbage in, garbage out.\nThe assumptions\nThe calculation above is very dependent on two assumptions. The first is the discount rate and the other is the cash flows. You don't have to agree with these inputs, I recommend redoing the calculations yourself and playing with them. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Sea as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 6.3%, which is based on a levered beta of 1.000. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business.\nLooking Ahead:\nWhilst important, the DCF calculation shouldn't be the only metric you look at when researching a company. The DCF model is not a perfect stock valuation tool. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. If a company grows at a different rate, or if its cost of equity or risk free rate changes sharply, the output can look very different. Can we work out why the company is trading at a discount to intrinsic value? For Sea, we've compiled three further items you should assess:\n\nRisks: To that end, you should be aware of the2 warning signs we've spotted with Sea.\nFuture Earnings: How does SE's growth rate compare to its peers and the wider market?\nOther High Quality Alternatives: Do you like a good all-rounder?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693616368,"gmtCreate":1640012601205,"gmtModify":1640012601790,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693616368","repostId":"2192181330","repostType":2,"repost":{"id":"2192181330","pubTimestamp":1640006400,"share":"https://www.laohu8.com/m/news/2192181330?lang=&edition=full","pubTime":"2021-12-20 21:20","market":"us","language":"en","title":"Will the Stock Market Crash in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2192181330","media":"Motley Fool","summary":"The stock market has been rocky lately, but does it mean a crash is on the horizon?","content":"<p>After a record-breaking year, the stock market has had a bumpy few weeks. The <b>S&amp;P 500</b> fell nearly 5% in September, then after a rebound in October, it dropped around 4% during the last three weeks of November.</p>\n<p>Between soaring inflation and the COVID-19 omicron variant,&nbsp;there are a few explanations for why the market has been shaky lately. But will this volatility lead to a full-blown crash in 2022? Here's what you need to know.</p>\n<h2>Just how likely is a market crash?</h2>\n<p>There are several factors that could point to greater volatility next year. Inflation, for example, is at a record high. According to the most recent data from the U.S. Bureau of Labor Statistics, the Consumer Price Index is up 6.8% year over year, its highest since 1982.</p>\n<p>In response, the Federal Reserve is aggressively dialing back its bond buying program, which was intended to bolster the economy during the early stages of the pandemic. The Fed is also expected to raise interest rates three times next year to further combat rising inflation.</p>\n<p>In addition, the omicron variant is continuing to spread across the U.S., causing concern that we could be entering another wave of the pandemic.</p>\n<p>While all of these factors could potentially result in a market downturn, it's impossible to say for certain what will happen next year. If the stock market is famous for anything, it's its unpredictability. Case in point: For more than a year and a half, the market has been shattering records -- despite a global pandemic, record inflation, a labor shortage, supply chain issues, and other economic concerns.</p>\n<h2>How to prepare for a potential crash</h2>\n<p>While it may seem counterintuitive, the best way to prepare for a market crash is to keep investing normally regardless of what happens.</p>\n<p>Trying to time the market and sell your investments before a crash is a dangerous move, and it could result in huge losses. If you sell everything and the market doesn't crash, you'll miss out on those earnings. Then if you eventually reinvest, stock prices may have increased since you sold. Conversely, if you sell too late after the market is already on a downhill slide, you may be selling your stocks for less than you paid for them.</p>\n<p>Your best bet, then, is to continue investing despite any potential stock market volatility. You won't lose any money until you sell, even if prices plummet. The market also has a 100% success rate when it comes to recovering from crashes, so as long as you're patient and avoid selling your stocks, you can simply ride out the storm.</p>\n<p>The key to surviving market turbulence is to make sure you're investing in quality stocks. The best investments are the ones with solid fundamentals. This means the companies have strong financials, a competent leadership team, and a history of performing well over time.</p>\n<p>While even the strongest stocks may take a hit in the short term, they're more likely to bounce back after a crash. Regardless of whether the market crashes in 2022 or not, a solid portfolio will ensure you're as prepared as possible.</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>Will the Stock Market Crash in 2022?</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\">\nWill the Stock Market Crash in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/20/will-the-stock-market-crash-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a record-breaking year, the stock market has had a bumpy few weeks. The S&P 500 fell nearly 5% in September, then after a rebound in October, it dropped around 4% during the last three weeks of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/will-the-stock-market-crash-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2021/12/20/will-the-stock-market-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192181330","content_text":"After a record-breaking year, the stock market has had a bumpy few weeks. The S&P 500 fell nearly 5% in September, then after a rebound in October, it dropped around 4% during the last three weeks of November.\nBetween soaring inflation and the COVID-19 omicron variant, there are a few explanations for why the market has been shaky lately. But will this volatility lead to a full-blown crash in 2022? Here's what you need to know.\nJust how likely is a market crash?\nThere are several factors that could point to greater volatility next year. Inflation, for example, is at a record high. According to the most recent data from the U.S. Bureau of Labor Statistics, the Consumer Price Index is up 6.8% year over year, its highest since 1982.\nIn response, the Federal Reserve is aggressively dialing back its bond buying program, which was intended to bolster the economy during the early stages of the pandemic. The Fed is also expected to raise interest rates three times next year to further combat rising inflation.\nIn addition, the omicron variant is continuing to spread across the U.S., causing concern that we could be entering another wave of the pandemic.\nWhile all of these factors could potentially result in a market downturn, it's impossible to say for certain what will happen next year. If the stock market is famous for anything, it's its unpredictability. Case in point: For more than a year and a half, the market has been shattering records -- despite a global pandemic, record inflation, a labor shortage, supply chain issues, and other economic concerns.\nHow to prepare for a potential crash\nWhile it may seem counterintuitive, the best way to prepare for a market crash is to keep investing normally regardless of what happens.\nTrying to time the market and sell your investments before a crash is a dangerous move, and it could result in huge losses. If you sell everything and the market doesn't crash, you'll miss out on those earnings. Then if you eventually reinvest, stock prices may have increased since you sold. Conversely, if you sell too late after the market is already on a downhill slide, you may be selling your stocks for less than you paid for them.\nYour best bet, then, is to continue investing despite any potential stock market volatility. You won't lose any money until you sell, even if prices plummet. The market also has a 100% success rate when it comes to recovering from crashes, so as long as you're patient and avoid selling your stocks, you can simply ride out the storm.\nThe key to surviving market turbulence is to make sure you're investing in quality stocks. The best investments are the ones with solid fundamentals. This means the companies have strong financials, a competent leadership team, and a history of performing well over time.\nWhile even the strongest stocks may take a hit in the short term, they're more likely to bounce back after a crash. Regardless of whether the market crashes in 2022 or not, a solid portfolio will ensure you're as prepared as possible.","news_type":1},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693135275,"gmtCreate":1639983676498,"gmtModify":1639983704887,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693135275","repostId":"1109541249","repostType":2,"repost":{"id":"1109541249","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>\n <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>\n <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p>\n<p>Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p>\n<p>Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p>\n<p>Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p>\n<p>We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p>\n<p><b>SE Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p>\n<p>As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p>\n<p><b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p>\n<p>Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p>\n<p>There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p>\n<p>Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p>\n<p>In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p>\n<p>But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p>\n<p>Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p>\n<p><b>So, is SE Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p>\n<p>SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p>\n<p>Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p>\n<p>Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p>\n<p>Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p>\n<p>Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p>\n<p>Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</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 Stock: Down 43% From Its High, is a Buy 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\">\nSea Stock: Down 43% From Its High, is a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">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/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699876343,"gmtCreate":1639786591946,"gmtModify":1639786592151,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699876343","repostId":"1170036266","repostType":2,"repost":{"id":"1170036266","pubTimestamp":1639720549,"share":"https://www.laohu8.com/m/news/1170036266?lang=&edition=full","pubTime":"2021-12-17 13:55","market":"us","language":"en","title":"Zoom Video Communications: Zoom In To This Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1170036266","media":"Seeking Alpha","summary":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Zoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.</li>\n <li>The company dominates the web conferencing market that it serves in.</li>\n <li>The new advertising revenue stream will be a major revenue growth catalyst.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94818fbfa47e4b07546e811a26ce91c5\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Alistair Berg/DigitalVision via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Due to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.</p>\n<p>I believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.</p>\n<p><b>Company Background</b></p>\n<p>Zoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.</p>\n<p>Zoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the&nbsp;TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of&nbsp;<i><b>all</b></i>&nbsp;its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.</p>\n<p>So why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?</p>\n<p><b>Declining growth led to negative sentiments</b></p>\n<p>Zoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb60390083b30448d3a3788b60d31bc\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: FAST Graphs</span></p>\n<p>These estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5807ea06579b0be1c3f0157b695385\" tg-width=\"514\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p>\n<p>To be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:</p>\n<blockquote>\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n</blockquote>\n<p>Source:2021 Annual Report</p>\n<p>The stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb569118a03f7fd81c70927e340e7c3c\" tg-width=\"640\" tg-height=\"250\" width=\"100%\" height=\"auto\"><span>Source: Finviz.com</span></p>\n<p>Then, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.</p>\n<p>To add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9606871f9829cd22d268300694bcd70f\" tg-width=\"905\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Author's own, using data from Morningstar</span></p>\n<p>Many fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13a6539c35af778bc20c5df5752a2e58\" tg-width=\"640\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Source: Morningstar</span></p>\n<p>Although there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.</p>\n<p><b>Zoom dominates the web conferencing market</b></p>\n<p>There are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a64512510362e607af7a924d36141382\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>But by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a8e9c5e22e18a4bc644b915d48feffc\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>Besides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5f1545c30bafb6aec4f0bf6e7a7fd70\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: Wallstreetzen</span></p>\n<p>By June 2021, ZM had widened the lead to take over 50% of the market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22c5050f93d6a58f1a768abd4ddbb877\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"><span>Source: Trustradius</span></p>\n<p>How did the company zoom ahead of much more established companies?</p>\n<p><b>Great products, loved by users, that even competitors need to integrate</b></p>\n<p>ZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f48f75c0ee019d1e9b88221410c3c3\" tg-width=\"574\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Zoom</span></p>\n<p>According to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service &amp; Support in the Critical Capabilities for UCaaS. Worldwide.</p>\n<p>A check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4ea289d1ff803ee1b4f77f9a222e8c\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Google Play Store</span></p>\n<p>The company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5651b6b2ae18a630426169d97df14432\" tg-width=\"640\" tg-height=\"640\" width=\"100%\" height=\"auto\"><span>Source: DNA-AV</span></p>\n<p>This is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.</p>\n<p>All the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&amp;D to develop better products. R&amp;D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as&nbsp;the&nbsp;Kites&nbsp;GMBH's&nbsp;Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.</p>\n<p><b>ZM's market dominance gives it a moat</b></p>\n<p>ZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0be819ac1be4a78c1d4b5dcf6350c00f\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Zoom App Marketplace</span></p>\n<p><b>Financials</b></p>\n<p>Zoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).</p>\n<p>For the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cd1a3718bf18ed5b635fc8cbeeb054b\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Q3 FY22 Earnings Presentation</span></p>\n<p><b>New advertising revenue stream will be the next earnings growth catalyst</b></p>\n<p>ZM has several hundred million users, and has decided to expand into getting&nbsp;advertising revenue&nbsp;from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.</p>\n<p>ZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.</p>\n<p><b>Valuation: ZM is buyable now</b></p>\n<p>Is the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.</p>\n<p><b>1. Quick-and-dirty Method 1 with PE</b></p>\n<p>This is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.</p>\n<p><b>2. Quick-and-dirty Method 2 with FCF</b></p>\n<p>ZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.</p>\n<p><b>3. Discounted Cash Flow</b></p>\n<p>I used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.</p>\n<p><img src=\"https://static.tigerbbs.com/a2ff3879c8dfd0f5f7cbf3ab9af85051\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d371dcfc9735042ec1458e650efe28be\" tg-width=\"640\" tg-height=\"185\" width=\"100%\" height=\"auto\"><span>Source: Author's calculations, using the everythingmoney website</span></p>\n<p>In my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.</p>\n<p>Two of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted&nbsp;<i>did not</i>&nbsp;take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.</p>\n<p><b>Conclusion</b></p>\n<p>I am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).</p>\n<p>To summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.</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>Zoom Video Communications: Zoom In To This Buying Opportunity</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\">\nZoom Video Communications: Zoom In To This Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://seekingalpha.com/article/4475606-zoom-in-to-this-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170036266","content_text":"Summary\n\nZoom is no longer a hypergrowth stock but is still a profitable business that can grow its earnings at 10-13% annually.\nThe company dominates the web conferencing market that it serves in.\nThe new advertising revenue stream will be a major revenue growth catalyst.\n\nAlistair Berg/DigitalVision via Getty Images\nInvestment Thesis\nDue to overblown fears of declining revenue growth, Zoom Video Communications (NASDAQ:ZM) has fallen 59% from its 1-year high into fair value territory of $185 as of close on Friday, 10 December 2021. Investors and analysts are unable to change their opinion on the company and continue to consider ZM as a hyper-growth stock that has slowed.\nI believe the critical investor should instead reframe his/her view and see Zoom as a company that is dominating 50% of the web conferencing market ahead of rivals like Cisco WebEx (NASDAQ:CSCO), GoToWebinar, and Microsoft Teams (NASDAQ:MSFT). They should see Zoom as a business with high double-digit profit margin that brought in more than $1.65 billion in profits this year, and is capable of sustaining a respectable 13% average growth for the next 3 to 5 years. Further, ZM's potential to bring in a new revenue stream cannot be underestimated. For these reasons, I have a bullish view on the ZM stock. Read more in the sections below.\nCompany Background\nZoom is a video-first communications platform led by founder Mr. Eric Yuan. It is a relatively new company that IPOed in 2019. ZM shares closed at $76.30 on 1 January 2020, when the Coronavirus pandemic had yet to present itself. Exactly 11 months later, fueled by the Covid-induced global lockdown that created a demand for the company's product that allows for easy connectivity between students, families and organizations, ZM's shares rose to a high of $478.36.\nZoom not only became a household name, it also became a verb. From the time the company IPOed 3 years ago, it increased its revenue by 1,645% and its net income by 60,746%. Operating margin improved from 1.87% in 2019 to 27.3% in the TTM period (Q3 FY 2022). Net margin soared from 2.29% to 29.27% over the same period. ROE was at 34% TTM, even with the massive correction in 2021. In 2021 alone, it generated enough free cash flow to pay off 88% of all its debts. No wonder the company has beaten analysts' earnings and revenue expectations consecutively for the past 11 quarters.\nSo why did the shares of such a wonderful company decline 59% from its most recent 1-year high to close at $185 on 10 December 2021?\nDeclining growth led to negative sentiments\nZoom's growth is forecast (see graph below) to decline next year. The company received a consensus analysts EPS forecast of $4.40 for fiscal year 2022, a -9.28% decline from the $4.85 for the current year, after which it is expected to rebound by 11.02% in 2023.\nSource: FAST Graphs\nThese estimates are very similar to analysts' growth forecast collated by Yahoo! Finance (see table below), which projected a -8.8% decline in 2022.\nSource: Yahoo! Finance\nTo be fair to ZM's management, they had been transparent with their own conservative view of the business prospects. As early January 2021, management cautioned through the annual report that:\n\n Renewals of subscriptions to our platform may decline or fluctuate because of several factors, such as dissatisfaction with our products and support, a customer or host no longer having a need for our products, including any new customers or hosts that have subscribed to our services during the COVID-19 pandemic that may subsequently reduce or discontinue their use after the impact of the pandemic has tapered, or the perception that competitive products provide better, more secure, or less expensive options.\n\nSource:2021 Annual Report\nThe stock started trading in a downward channel soon after, despite the next four quarters of earnings beat.\nSource: Finviz.com\nThen, on the same day in the month of November 2021, ten analysts dropped ZM's price targets. Bank of America Securities led the charge with a 29.9% price target drop from $385 to $270. And the market reacted with a 16% drop in a single day. The slide continued till it closed at $185 on 10 December.\nTo add to the downward pressure, \"smart-money\" has been dumping ZM shares for the past year.\nSource: Author's own, using data from Morningstar\nMany fund and institutional investors have sold off their ZM shares, and most of these liquidated all or most of their shares.\nSource: Morningstar\nAlthough there were “smart-money” who purchased shares too, to be clear, there had not been new purchase of ZM shares by most institutional investors from 30 June 2021 onwards. And the few funds that bought ZM shares in the second half of 2021 were predominantly from ARK and T. Rowe.\nZoom dominates the web conferencing market\nThere are many competing web conference alternatives. In March 2020, ZM was still a small player in the United States with 13.62% of the fragmented web conferencing market. CISCO’s Webex and Microsoft Teams are among the strongest competitors with their own free versions.\nSource: Statista\nBut by October 2020, ZM's share of the US market had surged to the forefront at a massive 38.67%.\nSource: Wallstreetzen\nBesides the US, ZM also dominated the global web conferencing market with a whopping 36.2% market share.\nSource: Wallstreetzen\nBy June 2021, ZM had widened the lead to take over 50% of the market share.\nSource: Trustradius\nHow did the company zoom ahead of much more established companies?\nGreat products, loved by users, that even competitors need to integrate\nZM has been recognized as a UCaaS leader in Gartner’s Magic Quadrant since 2015.\nSource: Zoom\nAccording to the blog cited above, in Gartner's report ZM scored the highest for the Meetings and Service & Support in the Critical Capabilities for UCaaS. Worldwide.\nA check on Android PlayStore confirmed that the ZM apps are well regarded, garnering at least 4 stars.\nSource: Google Play Store\nThe company has a whole suite of products that they can upsell to their existing customers, to encourage them to upgrade to more premium offerings, including additional optional products that can be purchased as add-ons.\nSource: DNA-AV\nThis is useful for smaller businesses owners who may not want to subscribe to the enterprise account but they want services for ad hoc events. Or there are services that companies can consider adding on after testing zoom for a while. Such services are Audio Conferencing ($100/month), Large Meetings ($50/month), Cloud Storage ($50/month), and premier support packages to encourage upgrades to paid subscriptions. And customers are biting. ZM’s net dollar expansion rate for companies with more than 10 employees in 2021, 2020, and 2019 was above 130%, translating into 14 consecutive quarters of net dollar expansion rate above 130%. This shows that sales to the existing customers grew by 30% from 2020 to 2021. The company's total revenue in the third quarter of 2021 was $1.05 billion, up 35% year over year.\nAll the above demonstrates that customers are happy with the products and services, products which the company is continuously striving to improve, expand and enhance. ZM is investing more into R&D to develop better products. R&D expenditure has increased 14 times from $22 million in 2018 almost $300 million in 2021. Zoom is also acquiring businesses with the potential to value-add their existing products, such as the Kites GMBH's Machine Translation Technology that can help \"break down language barriers and making seamless cross-language interaction a reality of everyday life\". I can imagine having a video conference with someone who cannot speak in English but thanks to almost instantaneous and accurate translation of speech-to-text displayed as closed captions, we can still understand each other.\nZM's market dominance gives it a moat\nZM market dominance creates a network effect that forces their competitors like Google Workspace and Microsoft Teams to integrate ZM API into their own video conference interface in order to communicate with their clients who use Zoom. Thus, instead of replacing ZM, competitors have to \"use\" ZM.\nSource: Zoom App Marketplace\nFinancials\nZoom is in great financial state. The company has posted positive and growing EPS from September 2019 till date - up from $0.01 then to $1.11 in October 2021, or an 11,000% increase in 8 quarters. Revenue has risen 532% from $166 million to $1.05 billion in the same period. Its TTM EPS is $3.76 which is even greater than that of companies with larger market caps like UL ($2.33) and PFE ($3.50).\nFor the past 12 months, Zoom generated $1.65 billion of free cash flow. That alone is almost enough to pay off 88% of the company's $1.89 billion of total liabilities, not to mention that it is sitting on more than $5.4 billion in cash while generating $395 million in free cash flow just in Q3.\nSource: Q3 FY22 Earnings Presentation\nNew advertising revenue stream will be the next earnings growth catalyst\nZM has several hundred million users, and has decided to expand into getting advertising revenue from its free account users. With its dominant position both in the US as well as globally, this is the next natural step to take. This is huge, in my opinion. There are many successful companies that adopted a freemium business model to attract users, and after amassing a huge following, start selling advertisements. Facebook, YouTube, Google are among the most profitable businesses on earth that used this model.\nZM is starting this new revenue stream from a place of strength - it is already a cash flow positive and a consistently profitable company. Its only revenue stream now is centered around its subscription service and that is already highly profitable with gross profit margin of 72.8%. Once this new stream of revenue from advertisement enters its books, ZM will no longer be just a web conferencing platform but also a company that sell advertisements. The additional revenue growth from the advertising business will go a long way to make up for the forecasted decline in EPS growth.\nValuation: ZM is buyable now\nIs the ZM stock expensive at $185? After all, with growth expected to decrease in 2022, is ZM still a \"growth\" company that warrants a premium valuation? I will try to value ZM in three ways.\n1. Quick-and-dirty Method 1 with PE\nThis is the first of my back-of-the-napkin, quick-and-dirty valuation approach. Based on the projected full-year earnings of $4.87 in 2021, and assuming a more reasonable PE of 40 for a fast-growing company, a fair price for ZM could be around 40 x $4.87 = $194.80. At the current price of $185, this translates into a small margin of safety. I believe that starting a small position in ZM, say one-tenth the total amount you intend to invest in ZM at the current price is fine.\n2. Quick-and-dirty Method 2 with FCF\nZM's market cap as of 10 December 2021 is $55.2 billion. Its latest free-cash-flow TTM is $1.65 billion. Analysts think that ZM will grow 13.58% annually for the next five years. For margin of safety, I assume that the company has 0% growth in 2022, 5% growth in 2023, and 10% growth in 2024, 2025, and 2026, and I arrive at $1.94 billion of average FCF for the next five years. For a rate of return of 10%, a fair value market cap for ZM comes to $19.4 billion. Based on this current market cap, with 293,000 shares outstanding, I reached a fair value of $66. Based on this calculation, ZM is overvalued. However, I do not see the price retreating to 2019 level when EPS has increased 11,000% from $0.01 in Sep 2019 to $1.11 in October 2021.\n3. Discounted Cash Flow\nI used the following assumptions for revenue growth, profit margin, free cash flow margin, P/E and P/FCF to derive the possible intrinsic value of ZM.\n\nSource: Author's calculations, using the everythingmoney website\nIn my most bullish scenario, the intrinsic value of the share is between $209.70 and $289.24. And if the share price drops below $153.28, the price in the most probably mid-range scenario, I will load up the truck to own this money-printing machine. At the current price of $185, I believe that it is possible to initiate a one-tenth position in ZM, leaving some room to dollar-cost-average down if poor sentiments were to continue.\nTwo of the three different valuation methods used above suggest that ZM is currently slightly undervalued. However, all the valuation above and analysts' projections that were quoted did not take into consideration three things: the potential catalysts that can propel ZM's growth like the new advertising revenue stream, the development of value-added products from its recent acquisitions that can add value to the company, and last but not least the management's proven ability to beat the odds 100% of the time so far.\nConclusion\nI am bullish on ZM not because it is a hyper-growth stock. Sustaining the fast-pace of adoption of the company's services of the past two years cannot be a reasonably expectation for anyone. With the ever-increasing vaccination rates in developed nations and the lesser need for companies in making work-from-home arrangements, it will not be surprising to expect that earnings will decline next year. And at a 50% market share, it is near-impossible for Zoom to keep growing at the same pace as before. What is more important is to examine the business beyond 2022. Analysts expect EPS to grow by around 10-13% for the next 3-5 years, based on estimates taken from all three sources cited above (FAST Graphs, Yahoo! Finance, and Seeking Alpha).\nTo summarize, I am bullish because I see ZM as a profitable founder-led company that dominates its core market, has new potential revenue streams, consistent high net dollar expansion rate, and a huge and growing ability to generate more than $1 billion in free cash flow annually, and is able to keep growing EPS at a healthy 10-13% annually for the next 3-5 years. That is a rate of return that I am happy with. Investing with the crowd is the surest way to mediocre results. Just because everyone from retail investors to fund managers to institutional investors are dumping ZM shares, it does not mean that you have to. If anything, this negative sentiment has created an opportunity to own shares of this wonderful business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699048489,"gmtCreate":1639728677595,"gmtModify":1639728677595,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>ggoing to rebound?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>ggoing to rebound?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$ggoing to rebound?","images":[{"img":"https://static.tigerbbs.com/01f4f240b5c79e8ed13fcabdbb805e6f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699048489","isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690238378,"gmtCreate":1639668458480,"gmtModify":1639668458700,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690238378","repostId":"2191943009","repostType":2,"repost":{"id":"2191943009","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639668003,"share":"https://www.laohu8.com/m/news/2191943009?lang=&edition=full","pubTime":"2021-12-16 23:20","market":"hk","language":"en","title":"Adobe Shares Drop As Q1, FY22 Outlook Trail Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2191943009","media":"Benzinga","summary":"Adobe Inc (NASDAQ: ADBE) ","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc</strong> (NASDAQ:ADBE) reported fourth-quarter FY21 revenue growth of 20% year-on-year to $4.11 billion, beating the consensus of $4.09 billion.</p>\n<ul>\n<li>Revenue for the Digital Media segment was $3.01 billion, up 21% Y/Y. Creative revenue grew 19% Y/Y to $2.48 billion, while Document Cloud revenue rose 29% to $532 million.</li>\n<li>Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> segment revenue was $1.01 billion, up 23% Y/Y. Digital Experience subscription revenue was $886 million, up 27% Y/Y.</li>\n<li>Digital Media Annualized Recurring Revenue rose $571 million Q/Q to $12.24 billion exiting the quarter. Creative ARR grew to $10.30 billion, while Document Cloud ARR grew to $1.93 billion.</li>\n<li>Adobe generated $2.1 billion in operating cash flow and held $5.8 billion in cash and equivalents.</li>\n<li>Non-GAAP EPS of $3.20 was in-line with the consensus.</li>\n<li>\"Adobe's vision, category leadership, ground-breaking technology, and large and loyal customer base position us well for fiscal 2022 and beyond,\" Chair and CEO Shantanu Narayen said.</li>\n<li>\"With an estimated $205 billion addressable market, we are well-positioned for significant growth in the years ahead with our industry-leading products and platforms,\" CFO Dan Durn said. </li>\n<li><strong>Outlook: </strong>Adobe sees Q1 FY22 revenue of $4.23 billion, below the consensus of $4.34 billion. It sees non-GAAP EPS of $3.35, missing the consensus of $3.38.</li>\n<li>Adobe sees FY22 revenue of $17.9 billion, below the consensus of $18.2 billion. It sees non-GAAP EPS of $13.70, missing the consensus of $14.26.</li>\n<li><strong>Price Action:</strong> ADBE shares traded lower by 8.60% at $576.13 in the premarket session on the last check Thursday.</li>\n</ul>\n</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>Adobe Shares Drop As Q1, FY22 Outlook Trail Estimates</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\">\nAdobe Shares Drop As Q1, FY22 Outlook Trail Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-16 23:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc</strong> (NASDAQ:ADBE) reported fourth-quarter FY21 revenue growth of 20% year-on-year to $4.11 billion, beating the consensus of $4.09 billion.</p>\n<ul>\n<li>Revenue for the Digital Media segment was $3.01 billion, up 21% Y/Y. Creative revenue grew 19% Y/Y to $2.48 billion, while Document Cloud revenue rose 29% to $532 million.</li>\n<li>Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> segment revenue was $1.01 billion, up 23% Y/Y. Digital Experience subscription revenue was $886 million, up 27% Y/Y.</li>\n<li>Digital Media Annualized Recurring Revenue rose $571 million Q/Q to $12.24 billion exiting the quarter. Creative ARR grew to $10.30 billion, while Document Cloud ARR grew to $1.93 billion.</li>\n<li>Adobe generated $2.1 billion in operating cash flow and held $5.8 billion in cash and equivalents.</li>\n<li>Non-GAAP EPS of $3.20 was in-line with the consensus.</li>\n<li>\"Adobe's vision, category leadership, ground-breaking technology, and large and loyal customer base position us well for fiscal 2022 and beyond,\" Chair and CEO Shantanu Narayen said.</li>\n<li>\"With an estimated $205 billion addressable market, we are well-positioned for significant growth in the years ahead with our industry-leading products and platforms,\" CFO Dan Durn said. </li>\n<li><strong>Outlook: </strong>Adobe sees Q1 FY22 revenue of $4.23 billion, below the consensus of $4.34 billion. It sees non-GAAP EPS of $3.35, missing the consensus of $3.38.</li>\n<li>Adobe sees FY22 revenue of $17.9 billion, below the consensus of $18.2 billion. It sees non-GAAP EPS of $13.70, missing the consensus of $14.26.</li>\n<li><strong>Price Action:</strong> ADBE shares traded lower by 8.60% at $576.13 in the premarket session on the last check Thursday.</li>\n</ul>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4528":"SaaS概念","ADBE":"Adobe","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4023":"应用软件","BK4554":"元宇宙及AR概念"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24643336/adobe-shares-drop-as-q1-fy22-outlook-trail-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191943009","content_text":"Adobe Inc (NASDAQ:ADBE) reported fourth-quarter FY21 revenue growth of 20% year-on-year to $4.11 billion, beating the consensus of $4.09 billion.\n\nRevenue for the Digital Media segment was $3.01 billion, up 21% Y/Y. Creative revenue grew 19% Y/Y to $2.48 billion, while Document Cloud revenue rose 29% to $532 million.\nDigital Experience segment revenue was $1.01 billion, up 23% Y/Y. Digital Experience subscription revenue was $886 million, up 27% Y/Y.\nDigital Media Annualized Recurring Revenue rose $571 million Q/Q to $12.24 billion exiting the quarter. Creative ARR grew to $10.30 billion, while Document Cloud ARR grew to $1.93 billion.\nAdobe generated $2.1 billion in operating cash flow and held $5.8 billion in cash and equivalents.\nNon-GAAP EPS of $3.20 was in-line with the consensus.\n\"Adobe's vision, category leadership, ground-breaking technology, and large and loyal customer base position us well for fiscal 2022 and beyond,\" Chair and CEO Shantanu Narayen said.\n\"With an estimated $205 billion addressable market, we are well-positioned for significant growth in the years ahead with our industry-leading products and platforms,\" CFO Dan Durn said. \nOutlook: Adobe sees Q1 FY22 revenue of $4.23 billion, below the consensus of $4.34 billion. It sees non-GAAP EPS of $3.35, missing the consensus of $3.38.\nAdobe sees FY22 revenue of $17.9 billion, below the consensus of $18.2 billion. It sees non-GAAP EPS of $13.70, missing the consensus of $14.26.\nPrice Action: ADBE shares traded lower by 8.60% at $576.13 in the premarket session on the last check Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607377967,"gmtCreate":1639494194557,"gmtModify":1639494249624,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>still correction?","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>still correction?","text":"$GLOBALFOUNDRIES Inc.(GFS)$still correction?","images":[{"img":"https://static.tigerbbs.com/fa8fde433d538919c1909ce4733a9cce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607377967","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607353827,"gmtCreate":1639492731988,"gmtModify":1639492760286,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607353827","repostId":"607946436","repostType":1,"repost":{"id":607946436,"gmtCreate":1639479120000,"gmtModify":1639482506985,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524030243818067","authorIdStr":"3524030243818067"},"themes":[],"title":"元宇宙这么火，别忘了任天堂","htmlText":"和元宇宙有关的前景还没有反映在任天堂的股价中。 电子游戏在新冠疫情大流行时期迎来了复兴，但该行业的原始玩家却被甩在了后面。任天堂(NTDOY)的美国存托凭证在2021年下跌了29%。 这家日本电子游戏巨头仍然在制作深受粉丝喜爱的游戏，但投资者今年大部分时间都在寻找那些对“元宇宙”做出重大承诺的公司。(metaverse，指的是能够实现社交互动和商业的虚拟世界。) 这推动了Roblox (RBLX)和英伟达(NVDA)等公司股票今年大幅上涨。Roblox 是一家为游戏玩家提供创建在线世界工具的公司，在最近的一次投资者会议上，它提到了“ metaverse”17次。 Roblox自3月份直接上市以来股价已经上涨了160%。该公司正面临多年的年度亏损，按明年的销售额计算目前市销率为21倍，而任天堂仅为3.5倍。 与此同时，任天堂的发展战略依然很保守。在上个月一份48页的盈利报告中，它没有提到元宇宙，尽管爆款游戏《集合啦！动物森友会》本身就是一个迷你元宇宙。 这款游戏有虚拟货币、服装和在线功能，玩家可以在自己亲自建设的热带岛屿上与朋友互动。自2020年3月发行以来，该游戏已售出近3500万部。 可是和元宇宙有关的前景还没有反映在任天堂的股价中。华尔街预计，在截至明年3月的2022财年，任天堂美国存托凭证的每股收益将为3.74美元，低于2021财年的4.64美元。预计销售额将从162亿美元降至145亿美元，供应链问题和半导体短缺是造成预期降幅的部分原因，这将是六年来的首次下降。 韦德布什证券(Wedbush Securities)分析师迈克尔·帕切特(Michael Pachter)表示，他认为市场对任天堂Switch游戏机的需求不会下降，该游戏机自2017年上市以来已售出约9300万台。该设备允许玩家通过手持模式和通过电视进行游戏。今年10月，任天堂推出了一款价格更高的机型，配备了","listText":"和元宇宙有关的前景还没有反映在任天堂的股价中。 电子游戏在新冠疫情大流行时期迎来了复兴，但该行业的原始玩家却被甩在了后面。任天堂(NTDOY)的美国存托凭证在2021年下跌了29%。 这家日本电子游戏巨头仍然在制作深受粉丝喜爱的游戏，但投资者今年大部分时间都在寻找那些对“元宇宙”做出重大承诺的公司。(metaverse，指的是能够实现社交互动和商业的虚拟世界。) 这推动了Roblox (RBLX)和英伟达(NVDA)等公司股票今年大幅上涨。Roblox 是一家为游戏玩家提供创建在线世界工具的公司，在最近的一次投资者会议上，它提到了“ metaverse”17次。 Roblox自3月份直接上市以来股价已经上涨了160%。该公司正面临多年的年度亏损，按明年的销售额计算目前市销率为21倍，而任天堂仅为3.5倍。 与此同时，任天堂的发展战略依然很保守。在上个月一份48页的盈利报告中，它没有提到元宇宙，尽管爆款游戏《集合啦！动物森友会》本身就是一个迷你元宇宙。 这款游戏有虚拟货币、服装和在线功能，玩家可以在自己亲自建设的热带岛屿上与朋友互动。自2020年3月发行以来，该游戏已售出近3500万部。 可是和元宇宙有关的前景还没有反映在任天堂的股价中。华尔街预计，在截至明年3月的2022财年，任天堂美国存托凭证的每股收益将为3.74美元，低于2021财年的4.64美元。预计销售额将从162亿美元降至145亿美元，供应链问题和半导体短缺是造成预期降幅的部分原因，这将是六年来的首次下降。 韦德布什证券(Wedbush Securities)分析师迈克尔·帕切特(Michael Pachter)表示，他认为市场对任天堂Switch游戏机的需求不会下降，该游戏机自2017年上市以来已售出约9300万台。该设备允许玩家通过手持模式和通过电视进行游戏。今年10月，任天堂推出了一款价格更高的机型，配备了","text":"和元宇宙有关的前景还没有反映在任天堂的股价中。 电子游戏在新冠疫情大流行时期迎来了复兴，但该行业的原始玩家却被甩在了后面。任天堂(NTDOY)的美国存托凭证在2021年下跌了29%。 这家日本电子游戏巨头仍然在制作深受粉丝喜爱的游戏，但投资者今年大部分时间都在寻找那些对“元宇宙”做出重大承诺的公司。(metaverse，指的是能够实现社交互动和商业的虚拟世界。) 这推动了Roblox (RBLX)和英伟达(NVDA)等公司股票今年大幅上涨。Roblox 是一家为游戏玩家提供创建在线世界工具的公司，在最近的一次投资者会议上，它提到了“ metaverse”17次。 Roblox自3月份直接上市以来股价已经上涨了160%。该公司正面临多年的年度亏损，按明年的销售额计算目前市销率为21倍，而任天堂仅为3.5倍。 与此同时，任天堂的发展战略依然很保守。在上个月一份48页的盈利报告中，它没有提到元宇宙，尽管爆款游戏《集合啦！动物森友会》本身就是一个迷你元宇宙。 这款游戏有虚拟货币、服装和在线功能，玩家可以在自己亲自建设的热带岛屿上与朋友互动。自2020年3月发行以来，该游戏已售出近3500万部。 可是和元宇宙有关的前景还没有反映在任天堂的股价中。华尔街预计，在截至明年3月的2022财年，任天堂美国存托凭证的每股收益将为3.74美元，低于2021财年的4.64美元。预计销售额将从162亿美元降至145亿美元，供应链问题和半导体短缺是造成预期降幅的部分原因，这将是六年来的首次下降。 韦德布什证券(Wedbush Securities)分析师迈克尔·帕切特(Michael Pachter)表示，他认为市场对任天堂Switch游戏机的需求不会下降，该游戏机自2017年上市以来已售出约9300万台。该设备允许玩家通过手持模式和通过电视进行游戏。今年10月，任天堂推出了一款价格更高的机型，配备了","images":[{"img":"https://static.tigerbbs.com/9b6554e97b18478d8db9141c97c9da40","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c9993499921d426bb1aa11d10a3359ec","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/bd50dbdcd6204e0f91af49ea317ea3b9","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607946436","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604243994,"gmtCreate":1639406765027,"gmtModify":1639406769605,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604243994","repostId":"1184212173","repostType":4,"repost":{"id":"1184212173","pubTimestamp":1639403650,"share":"https://www.laohu8.com/m/news/1184212173?lang=&edition=full","pubTime":"2021-12-13 21:54","market":"us","language":"en","title":"Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be Small","url":"https://stock-news.laohu8.com/highlight/detail?id=1184212173","media":"Bloomberg","summary":"Wall Street’s chief bull and bear now agree on one thing: any stock market correction next year will","content":"<p>Wall Street’s chief bull and bear now agree on one thing: any stock market correction next year will likely be a moderate pullback, rather than a dramatic plunge.</p>\n<p>Morgan Stanley strategists led by Michael Wilson said Monday that they are now more confident that the S&amp;P 500 index will drop about 6.6% by the end of 2022 to 4,400 points. While this is among the most pessimistic Wall Street estimates for next year tracked by Bloomberg, it’s far from predicting a bear market.</p>\n<p>Over at Goldman Sachs Group Inc., strategists reiterated their forecast that stocks will continue advancing next year, although at a “slower pace.” They too, however, said that a small retreat is likely in the cards.</p>\n<p>“While these levels do not tell us that a bear market is imminent, they do imply higher risks of a correction and more vulnerability to disappointments (growth or interest rate driven),” the strategists led by Peter Oppenheimer wrote in a note. Current index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.</p>\n<p>Equities have been resilient to tapering and omicron risks, with the S&amp;P 500 surging to a record high on Friday. With bond yields remaining low, investors continue to see stocks as the main vehicle of returns. But after this year’s rally, expectations for next year’s gains are muted, with the Deutsche Bank AG survey showing fund managers on average forecasting just a 4.2% gain for U.S. equities in 2022.</p>\n<p>Now that the omicron’s risk to growth has come down, Morgan Stanley strategists point to the U.S. Federal Reserve’s likely “much faster” tapering compared to 2014 as one of the key risks for stocks.</p>\n<p>Goldman and Morgan Stanley agree that stock picking will become more important in 2022, as the post-pandemic rebound that almost indiscriminately pushed equities higher fizzles.</p>\n<p>“Stock picking will be difficult but a necessary condition to generate meaningful returns in 2022 as the market separates the winners and losers and index basically goes nowhere over the next 12 months,” Morgan Stanley said in its note to clients.</p>\n<p>Goldman Sachs recommends a more “eclectic” approach next year, with a focus on “improving value coupled with profitable and cash generative growth companies.”</p>\n<p></p>","source":"lsy1584095487587","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>Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be Small</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; 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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\">\nGoldman, Morgan Stanley Say Any Drop in Stocks Likely to Be Small\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-morgan-stanley-drop-stocks-103708908.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street’s chief bull and bear now agree on one thing: any stock market correction next year will likely be a moderate pullback, rather than a dramatic plunge.\nMorgan Stanley strategists led by ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-morgan-stanley-drop-stocks-103708908.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","MS":"摩根士丹利"},"source_url":"https://finance.yahoo.com/news/goldman-morgan-stanley-drop-stocks-103708908.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184212173","content_text":"Wall Street’s chief bull and bear now agree on one thing: any stock market correction next year will likely be a moderate pullback, rather than a dramatic plunge.\nMorgan Stanley strategists led by Michael Wilson said Monday that they are now more confident that the S&P 500 index will drop about 6.6% by the end of 2022 to 4,400 points. While this is among the most pessimistic Wall Street estimates for next year tracked by Bloomberg, it’s far from predicting a bear market.\nOver at Goldman Sachs Group Inc., strategists reiterated their forecast that stocks will continue advancing next year, although at a “slower pace.” They too, however, said that a small retreat is likely in the cards.\n“While these levels do not tell us that a bear market is imminent, they do imply higher risks of a correction and more vulnerability to disappointments (growth or interest rate driven),” the strategists led by Peter Oppenheimer wrote in a note. Current index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.\nEquities have been resilient to tapering and omicron risks, with the S&P 500 surging to a record high on Friday. With bond yields remaining low, investors continue to see stocks as the main vehicle of returns. But after this year’s rally, expectations for next year’s gains are muted, with the Deutsche Bank AG survey showing fund managers on average forecasting just a 4.2% gain for U.S. equities in 2022.\nNow that the omicron’s risk to growth has come down, Morgan Stanley strategists point to the U.S. Federal Reserve’s likely “much faster” tapering compared to 2014 as one of the key risks for stocks.\nGoldman and Morgan Stanley agree that stock picking will become more important in 2022, as the post-pandemic rebound that almost indiscriminately pushed equities higher fizzles.\n“Stock picking will be difficult but a necessary condition to generate meaningful returns in 2022 as the market separates the winners and losers and index basically goes nowhere over the next 12 months,” Morgan Stanley said in its note to clients.\nGoldman Sachs recommends a more “eclectic” approach next year, with a focus on “improving value coupled with profitable and cash generative growth companies.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604690979,"gmtCreate":1639380806896,"gmtModify":1639380828308,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Sound interesting","listText":"Sound interesting","text":"Sound interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604690979","repostId":"2190677202","repostType":2,"repost":{"id":"2190677202","pubTimestamp":1639353437,"share":"https://www.laohu8.com/m/news/2190677202?lang=&edition=full","pubTime":"2021-12-13 07:57","market":"us","language":"en","title":"Tesla Stock: Headed to $1,580?","url":"https://stock-news.laohu8.com/highlight/detail?id=2190677202","media":"Motley Fool","summary":"One analyst thinks the electric-car maker's shares could rise 55% over the next 12 months.","content":"<p><b>Tesla</b> (NASDAQ:TSLA) has taken a hit recently. The stock has slid 16% since the beginning of November, even as the <b>S&amp;P 500</b> rose more than 2% over that same timeframe.</p>\n<p>But despite the stock's bearish trend recently, one analyst thinks the electric-car maker's shares will soar over the next 12 months. The analyst's updated price target for the stock calls for an impressive 55% upside from where shares closed on Friday. Based on Tesla's share count today, this implies a $1.6 trillion market capitalization.</p>\n<p>Here's why this analyst is so bullish.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08e769c2d92397bfa34e2a502c09a26b\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"><span>Tesla factory. Image source: The Motley Fool.</span></p>\n<h2>55% upside?</h2>\n<p>Last Wednesday, New Street analyst and longtime Tesla bull Pierre Ferragu boosted his 12-month price target on Tesla stock from $1,290 to $1,580.</p>\n<p>Ferragu justifies his price target with a view for record fourth-quarter deliveries, impressive production rates at the company's factory in Shanghai, huge revenue growth next year, and more.</p>\n<p>Starting with Ferragu's estimates for Tesla's fourth-quarter deliveries, he says that the electric-car company's deliveries could come in as high as 280,000 to 285,000 in Q4. The midpoint of this range would imply 56% year-over-year growth and 17% sequential growth -- an impressive feat in a supply constrained environment. This would put total deliveries for the year at 910,000, or about 87% higher than last year.</p>\n<p>The analyst also thinks that Tesla's total revenue next year can approach $80 billion. This is about $9 billion higher than the current consensus analyst estimate calls for. Notably, Ferragu believes that Tesla is now producing electric vehicles at its factory in China at an annualized rate of more than 700,000 -- well above what Tesla initially said the factory would do. Adding this production to Tesla's factory in Fremont and the company's new factories in Texas and Germany will help sales soar next year, the analyst believes.</p>\n<h2>Valuation may be the biggest risk facing Tesla investors</h2>\n<p>But the riskiest part of this thesis may be Ferragu's view on the high valuation he believes Tesla stock will command. Ferragu thinks Tesla can trade at 50 to 100 times earnings for the foreseeable future. While the electric-car maker definitely deserves to trade at a multiple like this today, based on the company's strong growth prospects, there's always a chance that growth slows materially in the future. If growth does slow materially over the next five years, Tesla's price-to-earnings ratio could fall below Ferragu's target range.</p>\n<p>Further, investors should note that Tesla has a price-to-earnings ratio of over 300 today. So there's already huge growth priced in from the electric-car maker. Of course, analysts agree that earnings are about to soar. On average, analysts believe that Tesla's earnings per share will increase at an average annualized rate of 73% over the next five years.</p>\n<p>So while Tesla stock is looking more attractive after its recent sell-off, there are still risks to owning shares -- particularly when it comes to the stock's sky-high valuation. Tesla will need to keep executing extremely well over the long haul in order for its stock to be an outperformer from this level.</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>Tesla Stock: Headed to $1,580?</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\">\nTesla Stock: Headed to $1,580?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/12/tesla-stock-headed-to-1580/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) has taken a hit recently. The stock has slid 16% since the beginning of November, even as the S&P 500 rose more than 2% over that same timeframe.\nBut despite the stock's bearish ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/12/tesla-stock-headed-to-1580/\">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","BK4555":"新能源车","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2021/12/12/tesla-stock-headed-to-1580/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190677202","content_text":"Tesla (NASDAQ:TSLA) has taken a hit recently. The stock has slid 16% since the beginning of November, even as the S&P 500 rose more than 2% over that same timeframe.\nBut despite the stock's bearish trend recently, one analyst thinks the electric-car maker's shares will soar over the next 12 months. The analyst's updated price target for the stock calls for an impressive 55% upside from where shares closed on Friday. Based on Tesla's share count today, this implies a $1.6 trillion market capitalization.\nHere's why this analyst is so bullish.\nTesla factory. Image source: The Motley Fool.\n55% upside?\nLast Wednesday, New Street analyst and longtime Tesla bull Pierre Ferragu boosted his 12-month price target on Tesla stock from $1,290 to $1,580.\nFerragu justifies his price target with a view for record fourth-quarter deliveries, impressive production rates at the company's factory in Shanghai, huge revenue growth next year, and more.\nStarting with Ferragu's estimates for Tesla's fourth-quarter deliveries, he says that the electric-car company's deliveries could come in as high as 280,000 to 285,000 in Q4. The midpoint of this range would imply 56% year-over-year growth and 17% sequential growth -- an impressive feat in a supply constrained environment. This would put total deliveries for the year at 910,000, or about 87% higher than last year.\nThe analyst also thinks that Tesla's total revenue next year can approach $80 billion. This is about $9 billion higher than the current consensus analyst estimate calls for. Notably, Ferragu believes that Tesla is now producing electric vehicles at its factory in China at an annualized rate of more than 700,000 -- well above what Tesla initially said the factory would do. Adding this production to Tesla's factory in Fremont and the company's new factories in Texas and Germany will help sales soar next year, the analyst believes.\nValuation may be the biggest risk facing Tesla investors\nBut the riskiest part of this thesis may be Ferragu's view on the high valuation he believes Tesla stock will command. Ferragu thinks Tesla can trade at 50 to 100 times earnings for the foreseeable future. While the electric-car maker definitely deserves to trade at a multiple like this today, based on the company's strong growth prospects, there's always a chance that growth slows materially in the future. If growth does slow materially over the next five years, Tesla's price-to-earnings ratio could fall below Ferragu's target range.\nFurther, investors should note that Tesla has a price-to-earnings ratio of over 300 today. So there's already huge growth priced in from the electric-car maker. Of course, analysts agree that earnings are about to soar. On average, analysts believe that Tesla's earnings per share will increase at an average annualized rate of 73% over the next five years.\nSo while Tesla stock is looking more attractive after its recent sell-off, there are still risks to owning shares -- particularly when it comes to the stock's sky-high valuation. Tesla will need to keep executing extremely well over the long haul in order for its stock to be an outperformer from this level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605603460,"gmtCreate":1639149006862,"gmtModify":1639149007133,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Next Target price?","listText":"Next Target price?","text":"Next Target price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605603460","repostId":"606620894","repostType":1,"repost":{"id":606620894,"gmtCreate":1638873660215,"gmtModify":1639468403823,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468322318173915","authorIdStr":"3468322318173915"},"themes":[],"title":"","htmlText":"\n \n \n  美股分析：2022年特斯拉的目标价，不再是1000了。\n \n","listText":"美股分析：2022年特斯拉的目标价，不再是1000了。","text":"美股分析：2022年特斯拉的目标价，不再是1000了。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606620894","isVote":1,"tweetType":2,"object":{"id":"bda6c2cd57284517a9e6711eee4dc5f3","tweetId":"606620894","title":"美股分析：2022年特斯拉的目标价，不再是1000了。","videoUrl":"http://v.tigerbbs.com/1638873656918ea02aeb4f384ef55c43484a441e606ba.mp4","poster":"https://static.tigerbbs.com/f0e359d0f2406073d17144ae1429189b","shareLink":"http://v.tigerbbs.com/1638873656918ea02aeb4f384ef55c43484a441e606ba.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605609844,"gmtCreate":1639148942642,"gmtModify":1639156587832,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Outside potential more?","listText":"Outside potential more?","text":"Outside potential more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605609844","repostId":"1160142374","repostType":2,"repost":{"id":"1160142374","pubTimestamp":1639144465,"share":"https://www.laohu8.com/m/news/1160142374?lang=&edition=full","pubTime":"2021-12-10 21:54","market":"us","language":"en","title":"Can Apple Stock Climb Another 45%? What History Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1160142374","media":"TheStreet","summary":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?Apple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era , AAPL has produced very solid, but still lower average one-year gains of 36%.Now, shareholders look forward. Is it reasonable to expect AAPL","content":"<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?</p>\n<p>Apple stock&nbsp;has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e746370f51d8b99a1b176c6863eb1b1\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in Chongqing, China.</span></p>\n<p>Now, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.</p>\n<p><b>What to expect of AAPL</b></p>\n<p>I have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter&nbsp;of sales and growth opportunities in 2022. On the other hand, a few bears think that&nbsp;AAPL could be overpriced&nbsp;by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.</p>\n<p>But to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&amp;P 500’s historical performance. But they are fairly standard for a stock like AAPL.</p>\n<p>The chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.</p>\n<p>Notice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfdba2437dc07efd8b0ae81f1b68a9ac\" tg-width=\"845\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Figure 2: Average 1-year gains in AAPL since 2007.</span></p>\n<p>The chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&amp;P 500 or even the Nasdaq.</p>\n<p>Averages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.</p>\n<p>Below is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ad9d93eed25fc47e9b5d7f45d4b354d\" tg-width=\"862\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Figure 3: Distribution of 1-year returns in AAPL, near peaks.</span></p>\n<p><b>The Apple Maven’s take</b></p>\n<p>Can AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.</p>\n<p>However, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.</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>Can Apple Stock Climb Another 45%? What History Says</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\">\nCan Apple Stock Climb Another 45%? What History Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?\nApple stock ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160142374","content_text":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?\nApple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.\nFigure 1: Apple store in Chongqing, China.\nNow, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.\nWhat to expect of AAPL\nI have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter of sales and growth opportunities in 2022. On the other hand, a few bears think that AAPL could be overpriced by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.\nBut to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&P 500’s historical performance. But they are fairly standard for a stock like AAPL.\nThe chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.\nNotice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.\nFigure 2: Average 1-year gains in AAPL since 2007.\nThe chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&P 500 or even the Nasdaq.\nAverages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.\nBelow is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.\nFigure 3: Distribution of 1-year returns in AAPL, near peaks.\nThe Apple Maven’s take\nCan AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.\nHowever, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602472060,"gmtCreate":1639062277319,"gmtModify":1639062287625,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>correction...persitst","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>correction...persitst","text":"$Grab Holdings(GRAB)$correction...persitst","images":[{"img":"https://static.tigerbbs.com/fdbb449959445eab0a7c31f2277a11ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602472060","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606226123,"gmtCreate":1638887622420,"gmtModify":1638887622603,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Any time rebound soon?","listText":"Any time rebound soon?","text":"Any time rebound soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606226123","repostId":"1191828969","repostType":2,"repost":{"id":"1191828969","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":1638792831,"share":"https://www.laohu8.com/m/news/1191828969?lang=&edition=full","pubTime":"2021-12-06 20:13","market":"us","language":"en","title":"Grab shares slid more than 4% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1191828969","media":"Tiger Newspress","summary":"Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.","content":"<p>Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.</p>\n<p><img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" 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>Grab shares slid more than 4% 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\">\nGrab shares slid more than 4% 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\">2021-12-06 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.</p>\n<p><img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></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":"1191828969","content_text":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606076893,"gmtCreate":1638803943900,"gmtModify":1638803949040,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606076893","repostId":"608052000","repostType":1,"repost":{"id":608052000,"gmtCreate":1638584876117,"gmtModify":1638704602813,"author":{"id":"3493935227624916","authorId":"3493935227624916","name":"启程巴芒阁","avatar":"https://static.tigerbbs.com/fc5ff2f0ae271b3ffe78eb9193f8ffd1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493935227624916","authorIdStr":"3493935227624916"},"themes":[],"title":"活久见，中丐股灾","htmlText":"中概跌成了中丐，还群龙无首先来看一组数字：恒生科技指数（HK:HSTECH）从年内高点11001点，下跌到5925，下跌了46%。年初至今，腾讯下跌17%，阿里巴巴下跌48%，百度下跌36%，小米集团下跌40%，快手下跌29%，美团下跌18%，滴滴下跌56%，海底捞下跌69%，拼多多下跌69%，好未来下跌93%。昨天，周五，滴滴下跌22%，网易有道下跌17%，瑞幸下跌16%，理想汽车下跌15.95%，爱奇艺下跌15.74%，高途12%，小鹏9%，阿里巴巴8%，拼多多8%，百度7%，京东7%，哔哩哔哩7%，网易6%，腾讯4.94%，互联网大厂无一幸免。如果有一个指数，来反映中国概念股的总体情况下，昨天发生的应该是一次股灾，应该触发熔断机制。可惜中国互联公司由于各种原因散落在美股、港股、A股，没有一个指数来反映整体的市场情况，也没有手段来防范系统性风险。在已经看似跌无可跌的情况下，周五美股，又给投资者上了一节生动的股市风险课，普跌10%。大跌原因每次大跌，都会出来找原因，那这次大跌又是什么引起的呢？我来简单分析一下，不一定对。原因一，滴滴这只独角兽，宣布美股退市，准备香港IPO，引发大家猜想，不会所有中概股都要退市吧。原因二，中国互联网走到了衰退期，内卷严重，没有高成长，估值自然要下降。原因三，国内政策不断的加强对互联网行业的监管，让投资者信心备受打击，强监管下再无野蛮生长，甚至会遇到像针对在线教育行业的双减一样，直接把核心业务变成非营利，直接扑街。原因四，中国互联网，烧钱买流量，亏钱买增长的商业模式，是一个巨大的泡沫，一旦营收不达预期，泡沫即可破裂。怎么应对这种行情，先说说我的情况，仅当参考。我是中概股的重仓者，腾讯、阿里、小米、美团、海底捞、快手都有持仓，一些还是重仓。我现在的心态是跌麻了，一种装死的状态，学习乌龟开始冬眠了。昨天在美股大跌的情况下，小仓位补仓了阿里巴巴，老","listText":"中概跌成了中丐，还群龙无首先来看一组数字：恒生科技指数（HK:HSTECH）从年内高点11001点，下跌到5925，下跌了46%。年初至今，腾讯下跌17%，阿里巴巴下跌48%，百度下跌36%，小米集团下跌40%，快手下跌29%，美团下跌18%，滴滴下跌56%，海底捞下跌69%，拼多多下跌69%，好未来下跌93%。昨天，周五，滴滴下跌22%，网易有道下跌17%，瑞幸下跌16%，理想汽车下跌15.95%，爱奇艺下跌15.74%，高途12%，小鹏9%，阿里巴巴8%，拼多多8%，百度7%，京东7%，哔哩哔哩7%，网易6%，腾讯4.94%，互联网大厂无一幸免。如果有一个指数，来反映中国概念股的总体情况下，昨天发生的应该是一次股灾，应该触发熔断机制。可惜中国互联公司由于各种原因散落在美股、港股、A股，没有一个指数来反映整体的市场情况，也没有手段来防范系统性风险。在已经看似跌无可跌的情况下，周五美股，又给投资者上了一节生动的股市风险课，普跌10%。大跌原因每次大跌，都会出来找原因，那这次大跌又是什么引起的呢？我来简单分析一下，不一定对。原因一，滴滴这只独角兽，宣布美股退市，准备香港IPO，引发大家猜想，不会所有中概股都要退市吧。原因二，中国互联网走到了衰退期，内卷严重，没有高成长，估值自然要下降。原因三，国内政策不断的加强对互联网行业的监管，让投资者信心备受打击，强监管下再无野蛮生长，甚至会遇到像针对在线教育行业的双减一样，直接把核心业务变成非营利，直接扑街。原因四，中国互联网，烧钱买流量，亏钱买增长的商业模式，是一个巨大的泡沫，一旦营收不达预期，泡沫即可破裂。怎么应对这种行情，先说说我的情况，仅当参考。我是中概股的重仓者，腾讯、阿里、小米、美团、海底捞、快手都有持仓，一些还是重仓。我现在的心态是跌麻了，一种装死的状态，学习乌龟开始冬眠了。昨天在美股大跌的情况下，小仓位补仓了阿里巴巴，老","text":"中概跌成了中丐，还群龙无首先来看一组数字：恒生科技指数（HK:HSTECH）从年内高点11001点，下跌到5925，下跌了46%。年初至今，腾讯下跌17%，阿里巴巴下跌48%，百度下跌36%，小米集团下跌40%，快手下跌29%，美团下跌18%，滴滴下跌56%，海底捞下跌69%，拼多多下跌69%，好未来下跌93%。昨天，周五，滴滴下跌22%，网易有道下跌17%，瑞幸下跌16%，理想汽车下跌15.95%，爱奇艺下跌15.74%，高途12%，小鹏9%，阿里巴巴8%，拼多多8%，百度7%，京东7%，哔哩哔哩7%，网易6%，腾讯4.94%，互联网大厂无一幸免。如果有一个指数，来反映中国概念股的总体情况下，昨天发生的应该是一次股灾，应该触发熔断机制。可惜中国互联公司由于各种原因散落在美股、港股、A股，没有一个指数来反映整体的市场情况，也没有手段来防范系统性风险。在已经看似跌无可跌的情况下，周五美股，又给投资者上了一节生动的股市风险课，普跌10%。大跌原因每次大跌，都会出来找原因，那这次大跌又是什么引起的呢？我来简单分析一下，不一定对。原因一，滴滴这只独角兽，宣布美股退市，准备香港IPO，引发大家猜想，不会所有中概股都要退市吧。原因二，中国互联网走到了衰退期，内卷严重，没有高成长，估值自然要下降。原因三，国内政策不断的加强对互联网行业的监管，让投资者信心备受打击，强监管下再无野蛮生长，甚至会遇到像针对在线教育行业的双减一样，直接把核心业务变成非营利，直接扑街。原因四，中国互联网，烧钱买流量，亏钱买增长的商业模式，是一个巨大的泡沫，一旦营收不达预期，泡沫即可破裂。怎么应对这种行情，先说说我的情况，仅当参考。我是中概股的重仓者，腾讯、阿里、小米、美团、海底捞、快手都有持仓，一些还是重仓。我现在的心态是跌麻了，一种装死的状态，学习乌龟开始冬眠了。昨天在美股大跌的情况下，小仓位补仓了阿里巴巴，老","images":[{"img":"https://static.tigerbbs.com/2ba057f2eacea77478d622231333e576","width":"688","height":"4759"},{"img":"https://static.tigerbbs.com/07349a891ca10592d3cbc1d17508009e","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/055c4c25008fec00f2da28d192502160","width":"688","height":"1491"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608052000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606052156,"gmtCreate":1638802799691,"gmtModify":1638802799837,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BITO\">$ProShares Bitcoin Strategy ETF(BITO)$</a>mmore downside...?","listText":"<a href=\"https://laohu8.com/S/BITO\">$ProShares Bitcoin Strategy ETF(BITO)$</a>mmore downside...?","text":"$ProShares Bitcoin Strategy ETF(BITO)$mmore downside...?","images":[{"img":"https://static.tigerbbs.com/c20633bd138a3f3b440fbd7451813dd9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606052156","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601593954,"gmtCreate":1638541830806,"gmtModify":1638541830929,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Any support.entry level?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Any support.entry level?","text":"$Tiger Brokers(TIGR)$Any support.entry level?","images":[{"img":"https://static.tigerbbs.com/f9e1fbb9c2673a73a9231e747856afa9","width":"1080","height":"2351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601593954","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603350667,"gmtCreate":1638369139342,"gmtModify":1638369139609,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Uptrend.?","listText":"Uptrend.?","text":"Uptrend.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603350667","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p>\n<p>COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p>\n<p>The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p>\n<p>Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p>\n<p><b>Wall Street is neutral on Moderna</b></p>\n<p>Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p>\n<p>The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p>\n<p>Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p>\n<p><b>Pfizer: moderate buy, but experts are skeptical</b></p>\n<p>Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p>\n<p>JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p>\n<p>The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p>\n<p><b>Wall Street Memes’ take</b></p>\n<p>COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p>\n<p>Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p>\n<p>Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603350316,"gmtCreate":1638369126086,"gmtModify":1638369126306,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Uptrend intact?","listText":"Uptrend intact?","text":"Uptrend intact?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603350316","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p>\n<p>COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p>\n<p>The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p>\n<p>Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p>\n<p><b>Wall Street is neutral on Moderna</b></p>\n<p>Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p>\n<p>The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p>\n<p>Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p>\n<p><b>Pfizer: moderate buy, but experts are skeptical</b></p>\n<p>Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p>\n<p>JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p>\n<p>The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p>\n<p><b>Wall Street Memes’ take</b></p>\n<p>COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p>\n<p>Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p>\n<p>Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609601497,"gmtCreate":1638273240631,"gmtModify":1638273240726,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609601497","repostId":"2184886689","repostType":2,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":858137162,"gmtCreate":1635002178501,"gmtModify":1635002188051,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Indicator","listText":"Indicator","text":"Indicator","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858137162","repostId":"2177121214","repostType":2,"repost":{"id":"2177121214","pubTimestamp":1634955373,"share":"https://www.laohu8.com/m/news/2177121214?lang=&edition=full","pubTime":"2021-10-23 10:16","market":"hk","language":"en","title":"Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2177121214","media":"MarketWatch","summary":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to","content":"<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9f78b50a9dd062f4cfa784d46b7801c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Getty Images</span></p>\n<p>The same factors that torpedoed <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.</p>\n<p>Google&nbsp;(GOOGL) could be hindered by a change in Apple Inc.'s&nbsp;privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.</p>\n<p>\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt &amp; Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Alphabet, and others.\"</p>\n<p>Google's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.</p>\n<p>A bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.</p>\n<p>\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.</p>\n<p>Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are just as optimistic, projecting earnings of $23.73 a share on average.</p>\n<p><b>Revenue: </b>Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs <a href=\"https://laohu8.com/S/TAC\">$(TAC)$</a>, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.</p>\n<p><b>Stock movement: </b>Google's stock has soared 56% so far this year, while the S&amp;P 500 index has increased 21%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Google's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.</p>\n<p>Cowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries</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\">\nGoogle earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that ...</p>\n\n<a href=\"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177121214","content_text":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that torpedoed Snap Inc.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.\nGoogle (GOOGL) could be hindered by a change in Apple Inc.'s privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.\n\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt & Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including Facebook, Alphabet, and others.\"\nGoogle's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.\nA bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.\n\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.\nWhat to expect\nEarnings: Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.\nContributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are just as optimistic, projecting earnings of $23.73 a share on average.\nRevenue: Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs $(TAC)$, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.\nStock movement: Google's stock has soared 56% so far this year, while the S&P 500 index has increased 21%.\nWhat analysts are saying\nGoogle's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.\nCowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826761308,"gmtCreate":1634055141611,"gmtModify":1634055141750,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Great article","listText":"Great article","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826761308","repostId":"2174962131","repostType":2,"repost":{"id":"2174962131","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":1634052674,"share":"https://www.laohu8.com/m/news/2174962131?lang=&edition=full","pubTime":"2021-10-12 23:31","market":"us","language":"en","title":"Fed's Clarida: employment test to begin bond taper all but met","url":"https://stock-news.laohu8.com/highlight/detail?id=2174962131","media":"Reuters","summary":"Oct 12 (Reuters) - The U.S. Federal Reserve has all but met its employment goal to move ahead with r","content":"<p>Oct 12 (Reuters)&nbsp;- The U.S. Federal Reserve has all but met its employment goal to move ahead with reducing its bond buying program, Fed Vice Chair Richard Clarida said on Tuesday, cementing expectations the central bank will start withdrawing its crisis-era stimulus as soon as next month.</p>\n<p>\"I myself believe that the 'substantial further progress' standard has more than been met with regard to our price-stability mandate and has all but been met with regard to our employment mandate,\" Clarida said in prepared remarks to the Institute of International Finance virtual annual meeting, as he repeated that the Fed at its last meeting agreed tapering \"may soon be warranted.\"</p>\n<p>Clarida's upbeat assessment likely echoes the sentiments of his boss, Fed Chair Jerome Powell, who had previously said that he only needed to see a \"decent\" September U.S. jobs report to be ready to begin to taper bond buys in November.</p>\n<p>That jobs report, released by the Labor Department last Friday, showed 194,000 jobs added in September, well short of analyst expectations, but upward revisions to prior months mean the economy has now regained half the jobs deficit it faced in December, when the Fed set a \"substantial further progress\" hurdle on jobs and inflation in order to begin tapering. Fed policymakers are already almost all aligned that higher-than-expected inflation has met their threshold.</p>\n<p>Fed policymakers at their last meeting saw the unemployment rate falling to 4.8% by the end of this year, a benchmark it already reached last month.</p>\n<p>The economy has strengthened and \"conditions in the labor market have continued to improve,\" Clarida said, although he noted the pandemic continues to weigh on employment and participation.</p>\n<p>Prior to the jobs data, Fed policymakers had been split between those who already viewed this year's gains as ample enough to begin reducing the asset purchase program and those awaiting a little more evidence the jobs recovery remained on track. The Fed's next policy meeting is scheduled for Nov. 2-3.</p>\n<p>In his speech, Clarida also repeated the Fed's view that once tapering has begun, it will likely conclude in the middle of next year.</p>\n<p>The Fed has been buying $120 billion of Treasuries and housing-backed securities a month as part of its emergency response to the COVID-19 pandemic in order to help keep borrowing costs low, but has increasingly emphasized the bond buys have outrun their usefulness in the current environment.</p>\n<p>U.S. economic output has already rebounded higher than pre-pandemic levels, Americans are sitting on at least $2.5 trillion in excess savings accumulated during the pandemic, and consumer spending remains strong. Bond buys most directly affect demand whereas economies worldwide are struggling with labor and goods shortages.</p>\n<p>Indeed, the surge in demand as the U.S. economy reopened has caused a spike in inflation with persistent supply bottlenecks set to keep price increases well above the Fed's 2% average inflation goal through the end of the year and into 2022.</p>\n<p>If inflation does not begin to subside next year, as most Fed policymakers including Clarida still expect, the central bank could be forced to raise interest rates from near zero before the labor market is fully healed. \"The risks to inflation are to the upside,\" Clarida acknowledged, although he played down any perception that the Fed will face a choice between its two mandates and said inflation expectations remain anchored.</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>Fed's Clarida: employment test to begin bond taper all but met</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\">\nFed's Clarida: employment test to begin bond taper all but met\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\">2021-10-12 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oct 12 (Reuters)&nbsp;- The U.S. Federal Reserve has all but met its employment goal to move ahead with reducing its bond buying program, Fed Vice Chair Richard Clarida said on Tuesday, cementing expectations the central bank will start withdrawing its crisis-era stimulus as soon as next month.</p>\n<p>\"I myself believe that the 'substantial further progress' standard has more than been met with regard to our price-stability mandate and has all but been met with regard to our employment mandate,\" Clarida said in prepared remarks to the Institute of International Finance virtual annual meeting, as he repeated that the Fed at its last meeting agreed tapering \"may soon be warranted.\"</p>\n<p>Clarida's upbeat assessment likely echoes the sentiments of his boss, Fed Chair Jerome Powell, who had previously said that he only needed to see a \"decent\" September U.S. jobs report to be ready to begin to taper bond buys in November.</p>\n<p>That jobs report, released by the Labor Department last Friday, showed 194,000 jobs added in September, well short of analyst expectations, but upward revisions to prior months mean the economy has now regained half the jobs deficit it faced in December, when the Fed set a \"substantial further progress\" hurdle on jobs and inflation in order to begin tapering. Fed policymakers are already almost all aligned that higher-than-expected inflation has met their threshold.</p>\n<p>Fed policymakers at their last meeting saw the unemployment rate falling to 4.8% by the end of this year, a benchmark it already reached last month.</p>\n<p>The economy has strengthened and \"conditions in the labor market have continued to improve,\" Clarida said, although he noted the pandemic continues to weigh on employment and participation.</p>\n<p>Prior to the jobs data, Fed policymakers had been split between those who already viewed this year's gains as ample enough to begin reducing the asset purchase program and those awaiting a little more evidence the jobs recovery remained on track. The Fed's next policy meeting is scheduled for Nov. 2-3.</p>\n<p>In his speech, Clarida also repeated the Fed's view that once tapering has begun, it will likely conclude in the middle of next year.</p>\n<p>The Fed has been buying $120 billion of Treasuries and housing-backed securities a month as part of its emergency response to the COVID-19 pandemic in order to help keep borrowing costs low, but has increasingly emphasized the bond buys have outrun their usefulness in the current environment.</p>\n<p>U.S. economic output has already rebounded higher than pre-pandemic levels, Americans are sitting on at least $2.5 trillion in excess savings accumulated during the pandemic, and consumer spending remains strong. Bond buys most directly affect demand whereas economies worldwide are struggling with labor and goods shortages.</p>\n<p>Indeed, the surge in demand as the U.S. economy reopened has caused a spike in inflation with persistent supply bottlenecks set to keep price increases well above the Fed's 2% average inflation goal through the end of the year and into 2022.</p>\n<p>If inflation does not begin to subside next year, as most Fed policymakers including Clarida still expect, the central bank could be forced to raise interest rates from near zero before the labor market is fully healed. \"The risks to inflation are to the upside,\" Clarida acknowledged, although he played down any perception that the Fed will face a choice between its two mandates and said inflation expectations remain anchored.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174962131","content_text":"Oct 12 (Reuters) - The U.S. Federal Reserve has all but met its employment goal to move ahead with reducing its bond buying program, Fed Vice Chair Richard Clarida said on Tuesday, cementing expectations the central bank will start withdrawing its crisis-era stimulus as soon as next month.\n\"I myself believe that the 'substantial further progress' standard has more than been met with regard to our price-stability mandate and has all but been met with regard to our employment mandate,\" Clarida said in prepared remarks to the Institute of International Finance virtual annual meeting, as he repeated that the Fed at its last meeting agreed tapering \"may soon be warranted.\"\nClarida's upbeat assessment likely echoes the sentiments of his boss, Fed Chair Jerome Powell, who had previously said that he only needed to see a \"decent\" September U.S. jobs report to be ready to begin to taper bond buys in November.\nThat jobs report, released by the Labor Department last Friday, showed 194,000 jobs added in September, well short of analyst expectations, but upward revisions to prior months mean the economy has now regained half the jobs deficit it faced in December, when the Fed set a \"substantial further progress\" hurdle on jobs and inflation in order to begin tapering. Fed policymakers are already almost all aligned that higher-than-expected inflation has met their threshold.\nFed policymakers at their last meeting saw the unemployment rate falling to 4.8% by the end of this year, a benchmark it already reached last month.\nThe economy has strengthened and \"conditions in the labor market have continued to improve,\" Clarida said, although he noted the pandemic continues to weigh on employment and participation.\nPrior to the jobs data, Fed policymakers had been split between those who already viewed this year's gains as ample enough to begin reducing the asset purchase program and those awaiting a little more evidence the jobs recovery remained on track. The Fed's next policy meeting is scheduled for Nov. 2-3.\nIn his speech, Clarida also repeated the Fed's view that once tapering has begun, it will likely conclude in the middle of next year.\nThe Fed has been buying $120 billion of Treasuries and housing-backed securities a month as part of its emergency response to the COVID-19 pandemic in order to help keep borrowing costs low, but has increasingly emphasized the bond buys have outrun their usefulness in the current environment.\nU.S. economic output has already rebounded higher than pre-pandemic levels, Americans are sitting on at least $2.5 trillion in excess savings accumulated during the pandemic, and consumer spending remains strong. Bond buys most directly affect demand whereas economies worldwide are struggling with labor and goods shortages.\nIndeed, the surge in demand as the U.S. economy reopened has caused a spike in inflation with persistent supply bottlenecks set to keep price increases well above the Fed's 2% average inflation goal through the end of the year and into 2022.\nIf inflation does not begin to subside next year, as most Fed policymakers including Clarida still expect, the central bank could be forced to raise interest rates from near zero before the labor market is fully healed. \"The risks to inflation are to the upside,\" Clarida acknowledged, although he played down any perception that the Fed will face a choice between its two mandates and said inflation expectations remain anchored.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877652660,"gmtCreate":1637928993849,"gmtModify":1637928994011,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>&nbsp; opportunity to enter?","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>&nbsp; opportunity to enter?","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ opportunity to enter?","images":[{"img":"https://static.tigerbbs.com/e3c54fa32b8c93010afb2274dc70320c","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/877652660","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872861416,"gmtCreate":1637476843678,"gmtModify":1637476843816,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Correction on the way?","listText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>Correction on the way?","text":"$Coursera, Inc.(COUR)$Correction on the way?","images":[{"img":"https://static.tigerbbs.com/0a0b300380985cbe5f00fbe6db095ee6","width":"1080","height":"3543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/872861416","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876175491,"gmtCreate":1637286697483,"gmtModify":1637286697594,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>any..more uptrend zone?","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>any..more uptrend zone?","text":"$AEM HOLDINGS LTD(AWX.SI)$any..more uptrend zone?","images":[{"img":"https://static.tigerbbs.com/f86cd7ff41462c1aca500ba297c70bcc","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/876175491","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":602472060,"gmtCreate":1639062277319,"gmtModify":1639062287625,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>correction...persitst","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>correction...persitst","text":"$Grab Holdings(GRAB)$correction...persitst","images":[{"img":"https://static.tigerbbs.com/fdbb449959445eab0a7c31f2277a11ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602472060","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873217899,"gmtCreate":1636947056066,"gmtModify":1636947056066,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>rebound stage?","listText":"<a href=\"https://laohu8.com/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>rebound stage?","text":"$CapitaLandInves(9CI.SI)$rebound stage?","images":[{"img":"https://static.tigerbbs.com/afbc9c68c777dc47d76aaf201114876e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873217899","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879880205,"gmtCreate":1636701854910,"gmtModify":1636702046222,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>is bottom stabilize and going to rebound ?","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>is bottom stabilize and going to rebound ?","text":"$SEMBCORP MARINE LTD(S51.SI)$is bottom stabilize and going to rebound ?","images":[{"img":"https://static.tigerbbs.com/937f86d6cc23a0328b32b5d5df95905a","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879880205","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879301327,"gmtCreate":1636679924974,"gmtModify":1636679925175,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Rebound from correction?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Rebound from correction?","text":"$Tiger Brokers(TIGR)$Rebound from correction?","images":[{"img":"https://static.tigerbbs.com/693b4a2e152b3635a9f58982c6cac40b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/879301327","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844411283,"gmtCreate":1636450887149,"gmtModify":1636451195595,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Correction path....","listText":"Correction path....","text":"Correction path....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844411283","repostId":"1174206210","repostType":4,"repost":{"id":"1174206210","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":1636449009,"share":"https://www.laohu8.com/m/news/1174206210?lang=&edition=full","pubTime":"2021-11-09 17:10","market":"us","language":"en","title":"PayPal shares fell more than 4% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1174206210","media":"Tiger Newspress","summary":"PayPal shares fell more than 4% in premarket trading.PayPal now expects revenue to climb just 18% to","content":"<p>PayPal&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e16c4e872853229cb8799691d439b725\" tg-width=\"884\" tg-height=\"589\" width=\"100%\" height=\"auto\">PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.</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>PayPal shares fell more than 4% 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\">\nPayPal shares fell more than 4% 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\">2021-11-09 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>PayPal&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e16c4e872853229cb8799691d439b725\" tg-width=\"884\" tg-height=\"589\" width=\"100%\" height=\"auto\">PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174206210","content_text":"PayPal shares fell more than 4% in premarket trading.PayPal now expects revenue to climb just 18% to $25.3 billion to $25.4 billion for the year; the company had previously forecast a 20% jump. Total payments volume is now forecast to increase by as much as 34% while adjusted earnings per share is expected to rise 19% to $4.60.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607377967,"gmtCreate":1639494194557,"gmtModify":1639494249624,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>still correction?","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>still correction?","text":"$GLOBALFOUNDRIES Inc.(GFS)$still correction?","images":[{"img":"https://static.tigerbbs.com/fa8fde433d538919c1909ce4733a9cce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607377967","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879975528,"gmtCreate":1636679573000,"gmtModify":1636679643546,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>rrebound strong","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>rrebound strong","text":"$Opendoor Technologies Inc(OPEN)$rrebound strong","images":[{"img":"https://static.tigerbbs.com/44d3b4e3e29b9bce24627008116e7c26","width":"1080","height":"3543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879975528","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840137317,"gmtCreate":1635604328879,"gmtModify":1635604328879,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Electric car is hot","listText":"Electric car is hot","text":"Electric car is hot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840137317","repostId":"1196513869","repostType":2,"repost":{"id":"1196513869","pubTimestamp":1635490949,"share":"https://www.laohu8.com/m/news/1196513869?lang=&edition=full","pubTime":"2021-10-29 15:02","market":"us","language":"en","title":"Nio Is the Same Great Investment Opportunity It Always Was","url":"https://stock-news.laohu8.com/highlight/detail?id=1196513869","media":"InvestorPlace","summary":"In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say tha","content":"<p>In my estimation, investing in&nbsp;<b>Nio</b>(NYSE:<b>NIO</b>) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.</p>\n<p>But the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.</p>\n<p>The reasons that investors should consider Nio remain the same: growth and position.</p>\n<p><b>Losses are Paramount</b></p>\n<p>Naysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.</p>\n<p>If we compare those net losses to&nbsp;<b>Tesla’s</b>(NASDAQ:<b>TSLA</b>), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.</p>\n<p>That should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.</p>\n<p>In my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.</p>\n<p>Nio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.</p>\n<p>For now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.</p>\n<p><b>Deliveries Equally Paramount</b></p>\n<p>In Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.</p>\n<p>However, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.</p>\n<p>So it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:</p>\n<blockquote>\n “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.”\n</blockquote>\n<p>We can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.</p>\n<p>The company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.</p>\n<p><b>What to Do</b></p>\n<p>I remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.</p>\n<p>But Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Is the Same Great Investment Opportunity It Always Was</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Is the Same Great Investment Opportunity It Always Was\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-29 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html\">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://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196513869","content_text":"In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.\nBut the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.\nThe reasons that investors should consider Nio remain the same: growth and position.\nLosses are Paramount\nNaysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.\nIf we compare those net losses to Tesla’s(NASDAQ:TSLA), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.\nThat should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.\nIn my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.\nNio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.\nFor now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.\nDeliveries Equally Paramount\nIn Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.\nHowever, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.\nSo it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:\n\n “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.”\n\nWe can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.\nThe company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.\nWhat to Do\nI remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.\nBut Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844902672,"gmtCreate":1636381592110,"gmtModify":1636381652797,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Any rebound signal?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Any rebound signal?","text":"$Tiger Brokers(TIGR)$Any rebound signal?","images":[{"img":"https://static.tigerbbs.com/cdbe9c79f188b6003c75a79748c4f9cb","width":"1080","height":"3660"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844902672","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845925104,"gmtCreate":1636267972041,"gmtModify":1636267972185,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Commodity stock momentum ready...to factor in&nbsp; the rising inflation","listText":"<a href=\"https://laohu8.com/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Commodity stock momentum ready...to factor in&nbsp; the rising inflation","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$Commodity stock momentum ready...to factor in the rising inflation","images":[{"img":"https://static.tigerbbs.com/79d1e1773db24a9c1515ce68a4f36861","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845925104","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842406665,"gmtCreate":1636211083000,"gmtModify":1636211083140,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Great analysis","listText":"Great analysis","text":"Great analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842406665","repostId":"2181742241","repostType":2,"repost":{"id":"2181742241","pubTimestamp":1636200000,"share":"https://www.laohu8.com/m/news/2181742241?lang=&edition=full","pubTime":"2021-11-06 20:00","market":"us","language":"en","title":"Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?","url":"https://stock-news.laohu8.com/highlight/detail?id=2181742241","media":"Motley Fool","summary":"Probably, but there will be room for other players in the COVID-19 vaccine market, too.","content":"<p><b>Pfizer</b> (NYSE:PFE) and <b>Moderna</b> (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this <i>Motley Fool Live</i> video <b>recorded on Oct. 27</b>, Fool contributors Keith Speights and Brian Orelli address this question, as well as the potential for other companies to succeed.</p>\n<p><b>Keith Speights:</b> Now, here's <a href=\"https://laohu8.com/S/AONE.U\">one</a> that I think that we both can talk about here. Joe asked, \"Where do you see the COVID market going if the pandemic becomes an epidemic?\" He also says, \"Will Moderna and Pfizer&nbsp;continue to lead? Where will <b>CureVac</b> (NASDAQ:CVAC) and <b>Novavax</b> (NASDAQ:NVAX) fit in in such a scenario?\" That's a good question.</p>\n<p><b>Brian Orelli:</b> I wonder whether he means endemic which means it's around all the time. Pandemic would be it comes and then goes. Endemic means it's like the flu. It's around every year, you are never going to actually get rid of it.</p>\n<p>I think Moderna and Pfizer are definitely going to continue to lead because they have such a head start, not just in the ability, doctors having experience with it, but also their ability to manufacture quite a bit of it. I think they will definitely continue to lead.</p>\n<p>Is there room for Novavax and CureVac? I think there probably is.</p>\n<p>I think that it's really going to depend on whether we need more boosters. We don't really know what our memory B cells are going to do and what the virus is going to do. That's basically, the virus mutates enough, then our memory B cells can't take care of the virus then it will be a problem. If the virus doesn't mutate enough and then we're all vaccinated and we have fairly good memory B cells, well then we get infected with the coronavirus and SARS-CoV-2 and our bodies just take care of it and maybe we get sniffles or something.</p>\n<p>But it's not a major issue. We don't worry about the cold. I don't think we'd have much problems. I don't think there was going to be that big of a market for boosters if people aren't dying from COVID-19.</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>Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?</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\">\nWill Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this Motley Fool Live video recorded on Oct....</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/11/06/will-moderna-and-pfizer-continue-to-lead-after-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181742241","content_text":"Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this Motley Fool Live video recorded on Oct. 27, Fool contributors Keith Speights and Brian Orelli address this question, as well as the potential for other companies to succeed.\nKeith Speights: Now, here's one that I think that we both can talk about here. Joe asked, \"Where do you see the COVID market going if the pandemic becomes an epidemic?\" He also says, \"Will Moderna and Pfizer continue to lead? Where will CureVac (NASDAQ:CVAC) and Novavax (NASDAQ:NVAX) fit in in such a scenario?\" That's a good question.\nBrian Orelli: I wonder whether he means endemic which means it's around all the time. Pandemic would be it comes and then goes. Endemic means it's like the flu. It's around every year, you are never going to actually get rid of it.\nI think Moderna and Pfizer are definitely going to continue to lead because they have such a head start, not just in the ability, doctors having experience with it, but also their ability to manufacture quite a bit of it. I think they will definitely continue to lead.\nIs there room for Novavax and CureVac? I think there probably is.\nI think that it's really going to depend on whether we need more boosters. We don't really know what our memory B cells are going to do and what the virus is going to do. That's basically, the virus mutates enough, then our memory B cells can't take care of the virus then it will be a problem. If the virus doesn't mutate enough and then we're all vaccinated and we have fairly good memory B cells, well then we get infected with the coronavirus and SARS-CoV-2 and our bodies just take care of it and maybe we get sniffles or something.\nBut it's not a major issue. We don't worry about the cold. I don't think we'd have much problems. I don't think there was going to be that big of a market for boosters if people aren't dying from COVID-19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857001311,"gmtCreate":1635490189687,"gmtModify":1635490250477,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><a href=\"https://laohu8.com/S/S51.SI\"></a>will the take over happen soon.?have been struggling at this level for long","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><a href=\"https://laohu8.com/S/S51.SI\"></a>will the take over happen soon.?have been struggling at this level for long","text":"$SEMBCORP MARINE LTD(S51.SI)$will the take over happen soon.?have been struggling at this level for long","images":[{"img":"https://static.tigerbbs.com/d80500958d17bbba00a7a62e2c36c6eb","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857001311","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826230915,"gmtCreate":1634023208677,"gmtModify":1634023208677,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Comsumer sector","listText":"Comsumer sector","text":"Comsumer sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826230915","repostId":"2174818528","repostType":4,"repost":{"id":"2174818528","pubTimestamp":1634019998,"share":"https://www.laohu8.com/m/news/2174818528?lang=&edition=full","pubTime":"2021-10-12 14:26","market":"us","language":"en","title":"Analysts Bullish On Starbucks, See Upto 21% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2174818528","media":"Benzinga","summary":"Deutsche Bank analyst Brian Mullan upgraded Starbucks Corp (NASDAQ: SBUX) to Buy from Hold with an u","content":"<ul>\n <li><b>Deutsche Bank</b>&nbsp;analyst Brian Mullan upgraded&nbsp;<b>Starbucks Corp&nbsp;</b>(NASDAQ: SBUX)&nbsp;to Buy from Hold&nbsp;with an unchanged price target of $127, representing a 14% upside.</li>\n <li>The analyst cited valuation for the upgrade following the stock's recent pullback.</li>\n <li>Mullan has a \"reasonable degree of confidence that <a href=\"https://laohu8.com/S/AONE.U\">one</a> can start to 'leg in' here and ultimately be rewarded for taking the risk.\"</li>\n <li><b>BofA&nbsp;</b>analyst Sara Senatore reinstated coverage of Starbucks with a Buy rating and $135 price target, suggesting a 21% upside.</li>\n <li>Sara thinks the growth in the specialty coffee segment continues to outpace that of overall food service globally and in the U.S., but few concepts have been able to achieve as \"meaningful\" of scale as Starbucks.</li>\n <li>Senatore adds that she expects the impact of smaller concepts to be limited in the near term.</li>\n <li><b>Price Action:</b>&nbsp;SBUX shares are trading higher by 0.07% at $111.3 on the last check Monday.</li>\n</ul>\n<p>Latest Ratings for SBUX</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Oct 2021</td>\n   <td>Deutsche Bank</td>\n   <td>Upgrades</td>\n   <td>Hold</td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Oct 2021</td>\n   <td>OTR Global</td>\n   <td>Downgrades</td>\n   <td>Positive</td>\n   <td>Mixed</td>\n  </tr>\n  <tr>\n   <td>Sep 2021</td>\n   <td>Atlantic Equities</td>\n   <td>Downgrades</td>\n   <td>Overweight</td>\n   <td>Neutral</td>\n  </tr>\n </tbody>\n</table>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts Bullish On Starbucks, See Upto 21% Upside</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\">\nAnalysts Bullish On Starbucks, See Upto 21% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analysts-bullish-starbucks-see-upto-174538985.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deutsche Bank analyst Brian Mullan upgraded Starbucks Corp (NASDAQ: SBUX) to Buy from Hold with an unchanged price target of $127, representing a 14% upside.\nThe analyst cited valuation for the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analysts-bullish-starbucks-see-upto-174538985.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://finance.yahoo.com/news/analysts-bullish-starbucks-see-upto-174538985.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2174818528","content_text":"Deutsche Bank analyst Brian Mullan upgraded Starbucks Corp (NASDAQ: SBUX) to Buy from Hold with an unchanged price target of $127, representing a 14% upside.\nThe analyst cited valuation for the upgrade following the stock's recent pullback.\nMullan has a \"reasonable degree of confidence that one can start to 'leg in' here and ultimately be rewarded for taking the risk.\"\nBofA analyst Sara Senatore reinstated coverage of Starbucks with a Buy rating and $135 price target, suggesting a 21% upside.\nSara thinks the growth in the specialty coffee segment continues to outpace that of overall food service globally and in the U.S., but few concepts have been able to achieve as \"meaningful\" of scale as Starbucks.\nSenatore adds that she expects the impact of smaller concepts to be limited in the near term.\nPrice Action: SBUX shares are trading higher by 0.07% at $111.3 on the last check Monday.\n\nLatest Ratings for SBUX\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nOct 2021\nDeutsche Bank\nUpgrades\nHold\nBuy\n\n\nOct 2021\nOTR Global\nDowngrades\nPositive\nMixed\n\n\nSep 2021\nAtlantic Equities\nDowngrades\nOverweight\nNeutral","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606226123,"gmtCreate":1638887622420,"gmtModify":1638887622603,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Any time rebound soon?","listText":"Any time rebound soon?","text":"Any time rebound soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606226123","repostId":"1191828969","repostType":2,"repost":{"id":"1191828969","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":1638792831,"share":"https://www.laohu8.com/m/news/1191828969?lang=&edition=full","pubTime":"2021-12-06 20:13","market":"us","language":"en","title":"Grab shares slid more than 4% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1191828969","media":"Tiger Newspress","summary":"Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.","content":"<p>Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.</p>\n<p><img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" 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>Grab shares slid more than 4% 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\">\nGrab shares slid more than 4% 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\">2021-12-06 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares slid more than 4% in premarket trading.The&nbsp;Singapore ride-hailing firm&nbsp;went on sale last week.</p>\n<p><img src=\"https://static.tigerbbs.com/8de30b544b65a645e7a91a37bfb8d8f8\" tg-width=\"851\" tg-height=\"618\" width=\"100%\" height=\"auto\"></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":"1191828969","content_text":"Grab shares slid more than 4% in premarket trading.The Singapore ride-hailing firm went on sale last week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603350667,"gmtCreate":1638369139342,"gmtModify":1638369139609,"author":{"id":"4093059407761700","authorId":"4093059407761700","name":"Dalang","avatar":"https://static.tigerbbs.com/9884b0395e7dd457fb8aa5df567c286c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093059407761700","authorIdStr":"4093059407761700"},"themes":[],"htmlText":"Uptrend.?","listText":"Uptrend.?","text":"Uptrend.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603350667","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p>\n<p>COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p>\n<p>The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p>\n<p>Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p>\n<p><b>Wall Street is neutral on Moderna</b></p>\n<p>Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p>\n<p>The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p>\n<p>Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p>\n<p><b>Pfizer: moderate buy, but experts are skeptical</b></p>\n<p>Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p>\n<p>JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p>\n<p>The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p>\n<p><b>Wall Street Memes’ take</b></p>\n<p>COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p>\n<p>Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p>\n<p>Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}