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Estherbunny

Estherbunny

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2021-11-03

Nice

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2021-11-03

wow

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2021-11-03

wow

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2021-11-05

😁

@孟浩:摩根大通推荐了12只东南亚股票，你最看好谁？

2021-11-01

coolin?

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2021-10-07

Can't stop wont stop game stop

2021-11-03

a

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2021-10-01

today is a good day

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href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> 之外，还有谁？让我们一起来看看，欢迎大家给我回复，说说哪个股票值得买入？<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> ，相信虎友对它都很了解，是东南亚三大银行之一，也是新交所市值最大的公司，过去五年的平均股息达4.3%，过去十年的平均年化回报率达10%。摩根大通看好他的原因主要是因为其财务管理服务扩大，以及数字化程度提高。此外，星展银行曾预计到今年年底其加密货币交易规模将增加1倍。随着数字货币增长，未来3年每年将增长20%-30%。 <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 是一家消费互联网公司。公司建立了一个集数字娱乐、电子商务、数字金融服务于一体的综合平台。Sea旗下三大业务包括数字游戏（Garena）、电子商务（Shopee）、数字金融（SeaMoney），其游戏与电商业务在东南亚位居龙头之位。摩根大通看好他的原因主要是因为其电商业务收入增长，亏损减少，此外Garena还推出自研「吃鸡」游戏FreeFire，从2017年开始持续贡献玩家与流水，成为最火热爆款游戏。截止2021年Q2，Garena季度活游戏用户规模达到7.25亿人，成为绝对的东南亚游戏市场龙头。 <a href=\"https://laohu8.com/S/AYALY\">$Ayala Corp.(AYALY)$</a> 是菲律宾历史最悠久、规模最大的企业集团。该公司拥有多种多样的商业利益，包括在零售、教育、房","listText":"摩根大通刚刚更新了11月的亚洲股票推荐清单，除了<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> 之外，还有谁？让我们一起来看看，欢迎大家给我回复，说说哪个股票值得买入？<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> ，相信虎友对它都很了解，是东南亚三大银行之一，也是新交所市值最大的公司，过去五年的平均股息达4.3%，过去十年的平均年化回报率达10%。摩根大通看好他的原因主要是因为其财务管理服务扩大，以及数字化程度提高。此外，星展银行曾预计到今年年底其加密货币交易规模将增加1倍。随着数字货币增长，未来3年每年将增长20%-30%。 <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 是一家消费互联网公司。公司建立了一个集数字娱乐、电子商务、数字金融服务于一体的综合平台。Sea旗下三大业务包括数字游戏（Garena）、电子商务（Shopee）、数字金融（SeaMoney），其游戏与电商业务在东南亚位居龙头之位。摩根大通看好他的原因主要是因为其电商业务收入增长，亏损减少，此外Garena还推出自研「吃鸡」游戏FreeFire，从2017年开始持续贡献玩家与流水，成为最火热爆款游戏。截止2021年Q2，Garena季度活游戏用户规模达到7.25亿人，成为绝对的东南亚游戏市场龙头。 <a href=\"https://laohu8.com/S/AYALY\">$Ayala Corp.(AYALY)$</a> 是菲律宾历史最悠久、规模最大的企业集团。该公司拥有多种多样的商业利益，包括在零售、教育、房","text":"摩根大通刚刚更新了11月的亚洲股票推荐清单，除了$Sea Ltd(SE)$ $星展集团控股(D05.SI)$ 之外，还有谁？让我们一起来看看，欢迎大家给我回复，说说哪个股票值得买入？$星展集团控股(D05.SI)$ ，相信虎友对它都很了解，是东南亚三大银行之一，也是新交所市值最大的公司，过去五年的平均股息达4.3%，过去十年的平均年化回报率达10%。摩根大通看好他的原因主要是因为其财务管理服务扩大，以及数字化程度提高。此外，星展银行曾预计到今年年底其加密货币交易规模将增加1倍。随着数字货币增长，未来3年每年将增长20%-30%。 $Sea Ltd(SE)$ 是一家消费互联网公司。公司建立了一个集数字娱乐、电子商务、数字金融服务于一体的综合平台。Sea旗下三大业务包括数字游戏（Garena）、电子商务（Shopee）、数字金融（SeaMoney），其游戏与电商业务在东南亚位居龙头之位。摩根大通看好他的原因主要是因为其电商业务收入增长，亏损减少，此外Garena还推出自研「吃鸡」游戏FreeFire，从2017年开始持续贡献玩家与流水，成为最火热爆款游戏。截止2021年Q2，Garena季度活游戏用户规模达到7.25亿人，成为绝对的东南亚游戏市场龙头。 $Ayala Corp.(AYALY)$ 是菲律宾历史最悠久、规模最大的企业集团。该公司拥有多种多样的商业利益，包括在零售、教育、房","images":[{"img":"https://static.tigerbbs.com/1d72d6388c6dc948eadb0f1e457bbbeb","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848224438","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841434488,"gmtCreate":1635932761935,"gmtModify":1635932850926,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841434488","repostId":"1194982054","repostType":4,"repost":{"id":"1194982054","pubTimestamp":1635932371,"share":"https://www.laohu8.com/m/news/1194982054?lang=&edition=full","pubTime":"2021-11-03 17:39","market":"us","language":"en","title":"NIO: Hop On For 100% Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1194982054","media":"Seeking Alpha","summary":"Summary\n\nNIO released disappointing October deliveries, despite strong demand.\nThough there are shor","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO released disappointing October deliveries, despite strong demand.</li>\n <li>Though there are short-term headwinds, NIO's long-term growth prospects continue to be good.</li>\n <li>I estimate the stock could double in price in the next 2 years.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0953fe30e0f3f44b551e2b2196bc0a4\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Sezeryadigar/E+ via Getty Images</span></p>\n<p><b>Thesis Summary</b></p>\n<p>NIO Inc. (NIO) is one of the fastest Chinese EV companies, with ambitious plans to expand globally. However, recent production figures for October have been unimpressive, sending the stock back under $40/share. But this does not change the long-term prospects of the company. I believe NIO’s shares could easily double in the next 12 months based on my valuation.</p>\n<p><b>Short-term headwinds</b></p>\n<p>NIO Inc. just reported its&nbsp;deliveries for October,leaving investors anything but pleased. Overall, the company delivered 3,6677 vehicles, which was down 27.5% YoY. Though these headline numbers are disappointing, they are not the result of a slump in demand, as much as what I consider to be temporary headwinds. NIO cited “restructuring and manufacturing of upgrade lines” as the main reasons behind the decrease in deliveries. This does seem like a compelling argument, especially when we consider that new orders reached an all-time high in October.</p>\n<p>So the real question would be, how much of an impact will these manufacturing upgrades have? Will we see them affect next month's numbers? And is there more that the company might not be telling us?</p>\n<p>It is important to point out that, whatever happened to NIO in the last month, seems to be an isolated event. Rivals like Li Auto (LI) and XPeng Inc. (XPEV) delivered&nbsp;month-on-month increases.Though chip shortages and'' supply constraints” have surely had an impact on all these companies, NIO’s rivals seem to have fared better. Having said that, I do believe NIO will overcome these short-term headwinds, and still holds the most promise looking forward.</p>\n<p><b>Long-term tailwinds</b></p>\n<p>Despite the poor monthly results, the long-term prospects of NIO remain attractive, nothing has changed there. The issue of manufacturing has been widely discussed since NIO doesn’t have its production facilities yet. However, back in May,NIO renewed its agreement&nbsp;with Jianghuai Automobile Group Co (JAC). Through this agreement, NIO expects to double its production, up to 240,000 units per year from now to 2024.</p>\n<p>More importantly though, NIO has even more ambitious plans in the future, since the company will be spearheading the construction of the Neo Park, an industrial cluster for EVs based in the city of Hefei.</p>\n<blockquote>\n Neo Park in the capital of Anhui province will have production capacities for one million electric cars and 100 GWh of batteries per year on an area of 11.3 square kilometres, as well as research and development facilities, according to Chinese media reports on the start of construction. More than 50,000 jobs are planned, including more than 10,000 in research and development. The initial investment is 50 billion yuan (about 6.4 billion euros).\n</blockquote>\n<p>Source:Electrive.com</p>\n<p>For these reasons, I am not concerned when it comes to NIO’s long-term production capabilities.</p>\n<p>The other significant tailwind for NIO is its impending international expansion. NIO is already doing very well in China, as new orders are still holding strong even in October. It is true though that NIO faces intense competition in this area, few of the up and coming Chinese EV companies have any current plans for international expansion, which NIO does.</p>\n<p>NIO&nbsp;launched its ES8 in Norway&nbsp;one month ago, on the 1st of October, and this might also be partly behind the recent slowdown in production. NIO has shifted its focus towards this region, as it seeks to get a foot into Europe’s largest EV market. NIO has also brought its “lifestyle brand” to Norway, opening up a NIO House in Oslo, and partnering up with two local artists, Anette Moi and Sandra Blikas, to launch its NIO Norway collection. The company plans to expand from Oslo and have 20 NIO Power stations in Oslo by the end of 2022. Though these are ambitious plans, it's important to note that revenues and sales from Norway are not expected to be sizable during this first phase.</p>\n<blockquote>\n Regarding the delivery in Norway, we believe for this year, the contribution is not going to be that significant because our priority is to make sure we can ensure high user satisfaction in the Norway market by building our brand, expanding our sales and service network.\n</blockquote>\n<p>Source:William Bin Li, CEO, NIO Q2 2021 earnings conference call</p>\n<p>Ultimately though, NIO is laying the groundwork for prolonged long-term success, growing both its brand and production capacity.</p>\n<p><b>Valuation</b></p>\n<p>NIO is a fast-growing company in the EV sector, and while high revenue growth is expected, profitability is still far away. With that said, I believe the most adequate way to value such a company is by utilising a Price/Sales ratio. Using current analyst estimates from Seeking Alpha, and assuming a future rate of dilution and multiple, we can arrive at a target price for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a669b2529a958cabb360b2325d1781a2\" tg-width=\"1280\" tg-height=\"612\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Let’s take the year 2023, which has estimates by 20 analysts, giving us a reasonable margin of safety. Estimates for 2023 range from $10,66B to $17,61B. I’ll use a conservative middle range number of $14B. December 2022 is about 2 years away, so we should also take into account some share dilution. Let’s assume a generous 6% rate of dilution, putting NIO’s outstanding shares close to 2B. Assuming a P/S ratio of 12, slightly below today’s, we would achieve a target price of $84/share. This is over twice today’s price, a 100% possible gain in slightly over two years.</p>\n<p><b>Risks</b></p>\n<p>Although I am bullish on NIO and the EV sector, there are important risk factors that we must take into account.</p>\n<p>For starters, there is the persistent threat of chip shortages. CNBC recently reported that the shortage could last until 2023, which would certainly put a dampener on worldwide production.</p>\n<p>Another important but less discussed issue, though, is the fact that large quantities of lithium are required to produce the batteries that power EVs. In the last year, lithium prices&nbsp;have more than quadrupled, and this may become an issue moving forward. Higher lithium prices will either limit production or hurt margins, neither of which is a good outcome for EV makers.</p>\n<p>Lastly, NIO, together with other Chinese EV companies, may&nbsp;faces the&nbsp;threat of regulation. </p>\n<p><b>Takeaway</b></p>\n<p>In conclusion, NIO is at these prices one of my highest conviction plays. $40/share is a great place to accumulate given the increased interest by both investors and consumers in the EV space. NIO is my favourite company both home and abroad, given its growth plans and a strong emphasis on building brand value. The current headwinds will be temporary, and growth will resume soon.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Hop On For 100% Upside Potential</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: Hop On For 100% Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4464339-nio-hop-on-for-100-percent-upside-potential><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO released disappointing October deliveries, despite strong demand.\nThough there are short-term headwinds, NIO's long-term growth prospects continue to be good.\nI estimate the stock could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4464339-nio-hop-on-for-100-percent-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4464339-nio-hop-on-for-100-percent-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194982054","content_text":"Summary\n\nNIO released disappointing October deliveries, despite strong demand.\nThough there are short-term headwinds, NIO's long-term growth prospects continue to be good.\nI estimate the stock could double in price in the next 2 years.\n\nSezeryadigar/E+ via Getty Images\nThesis Summary\nNIO Inc. (NIO) is one of the fastest Chinese EV companies, with ambitious plans to expand globally. However, recent production figures for October have been unimpressive, sending the stock back under $40/share. But this does not change the long-term prospects of the company. I believe NIO’s shares could easily double in the next 12 months based on my valuation.\nShort-term headwinds\nNIO Inc. just reported its deliveries for October,leaving investors anything but pleased. Overall, the company delivered 3,6677 vehicles, which was down 27.5% YoY. Though these headline numbers are disappointing, they are not the result of a slump in demand, as much as what I consider to be temporary headwinds. NIO cited “restructuring and manufacturing of upgrade lines” as the main reasons behind the decrease in deliveries. This does seem like a compelling argument, especially when we consider that new orders reached an all-time high in October.\nSo the real question would be, how much of an impact will these manufacturing upgrades have? Will we see them affect next month's numbers? And is there more that the company might not be telling us?\nIt is important to point out that, whatever happened to NIO in the last month, seems to be an isolated event. Rivals like Li Auto (LI) and XPeng Inc. (XPEV) delivered month-on-month increases.Though chip shortages and'' supply constraints” have surely had an impact on all these companies, NIO’s rivals seem to have fared better. Having said that, I do believe NIO will overcome these short-term headwinds, and still holds the most promise looking forward.\nLong-term tailwinds\nDespite the poor monthly results, the long-term prospects of NIO remain attractive, nothing has changed there. The issue of manufacturing has been widely discussed since NIO doesn’t have its production facilities yet. However, back in May,NIO renewed its agreement with Jianghuai Automobile Group Co (JAC). Through this agreement, NIO expects to double its production, up to 240,000 units per year from now to 2024.\nMore importantly though, NIO has even more ambitious plans in the future, since the company will be spearheading the construction of the Neo Park, an industrial cluster for EVs based in the city of Hefei.\n\n Neo Park in the capital of Anhui province will have production capacities for one million electric cars and 100 GWh of batteries per year on an area of 11.3 square kilometres, as well as research and development facilities, according to Chinese media reports on the start of construction. More than 50,000 jobs are planned, including more than 10,000 in research and development. The initial investment is 50 billion yuan (about 6.4 billion euros).\n\nSource:Electrive.com\nFor these reasons, I am not concerned when it comes to NIO’s long-term production capabilities.\nThe other significant tailwind for NIO is its impending international expansion. NIO is already doing very well in China, as new orders are still holding strong even in October. It is true though that NIO faces intense competition in this area, few of the up and coming Chinese EV companies have any current plans for international expansion, which NIO does.\nNIO launched its ES8 in Norway one month ago, on the 1st of October, and this might also be partly behind the recent slowdown in production. NIO has shifted its focus towards this region, as it seeks to get a foot into Europe’s largest EV market. NIO has also brought its “lifestyle brand” to Norway, opening up a NIO House in Oslo, and partnering up with two local artists, Anette Moi and Sandra Blikas, to launch its NIO Norway collection. The company plans to expand from Oslo and have 20 NIO Power stations in Oslo by the end of 2022. Though these are ambitious plans, it's important to note that revenues and sales from Norway are not expected to be sizable during this first phase.\n\n Regarding the delivery in Norway, we believe for this year, the contribution is not going to be that significant because our priority is to make sure we can ensure high user satisfaction in the Norway market by building our brand, expanding our sales and service network.\n\nSource:William Bin Li, CEO, NIO Q2 2021 earnings conference call\nUltimately though, NIO is laying the groundwork for prolonged long-term success, growing both its brand and production capacity.\nValuation\nNIO is a fast-growing company in the EV sector, and while high revenue growth is expected, profitability is still far away. With that said, I believe the most adequate way to value such a company is by utilising a Price/Sales ratio. Using current analyst estimates from Seeking Alpha, and assuming a future rate of dilution and multiple, we can arrive at a target price for NIO.\nSource: Seeking Alpha\nLet’s take the year 2023, which has estimates by 20 analysts, giving us a reasonable margin of safety. Estimates for 2023 range from $10,66B to $17,61B. I’ll use a conservative middle range number of $14B. December 2022 is about 2 years away, so we should also take into account some share dilution. Let’s assume a generous 6% rate of dilution, putting NIO’s outstanding shares close to 2B. Assuming a P/S ratio of 12, slightly below today’s, we would achieve a target price of $84/share. This is over twice today’s price, a 100% possible gain in slightly over two years.\nRisks\nAlthough I am bullish on NIO and the EV sector, there are important risk factors that we must take into account.\nFor starters, there is the persistent threat of chip shortages. CNBC recently reported that the shortage could last until 2023, which would certainly put a dampener on worldwide production.\nAnother important but less discussed issue, though, is the fact that large quantities of lithium are required to produce the batteries that power EVs. In the last year, lithium prices have more than quadrupled, and this may become an issue moving forward. Higher lithium prices will either limit production or hurt margins, neither of which is a good outcome for EV makers.\nLastly, NIO, together with other Chinese EV companies, may faces the threat of regulation. \nTakeaway\nIn conclusion, NIO is at these prices one of my highest conviction plays. $40/share is a great place to accumulate given the increased interest by both investors and consumers in the EV space. NIO is my favourite company both home and abroad, given its growth plans and a strong emphasis on building brand value. The current headwinds will be temporary, and growth will resume soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841434874,"gmtCreate":1635932739512,"gmtModify":1635932849881,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841434874","repostId":"1137621901","repostType":4,"repost":{"id":"1137621901","pubTimestamp":1635931573,"share":"https://www.laohu8.com/m/news/1137621901?lang=&edition=full","pubTime":"2021-11-03 17:26","market":"us","language":"en","title":"Climate change: Yellen calls for 'wholesale transformation of our carbon intensive economies'","url":"https://stock-news.laohu8.com/highlight/detail?id=1137621901","media":"Yahoo","summary":"Treasury Secretary Janet Yellen called for a \"wholesale transformation\" ofcarbon intensive economies","content":"<p>Treasury Secretary Janet Yellen called for a \"wholesale transformation\" ofcarbon intensive economiesat the UN Climate Change Conference (COP26) in Glasgow on Wednesday, urging the private sector to capitalize on an opportunity to help developing nations transition to a carbon free economy.</p>\n<p>\"Rising to this challenge will require the wholesale transformation of our carbon-intensive economies,\" Yellen stated in prepared remarks. \"It’s a global transition for which we have an estimated price tag: some have put the global figure between $100 and $150 trillion over the next three decades. At the same time, addressing climate change is the greatest economic opportunity of our time.\"</p>\n<p>Yellen specifically pledged U.S. support for Climate Investment Funds (CIF), a multilateral climate finance mechanism to help the poorest countries most affected by climate change, build out climate resilience, and shift to a future free of fossil fuels.</p>\n<p>“Through an innovative leveraging structure, this initiative will help attract significant new private climate finance and provide $500 million per year for the Clean Technology Funds’ programming, including the new Accelerating Coal Transition investment Program,” Yellen stated.</p>\n<p>Financing for developing countries have increasingly become a contentious point of larger climate discussions, with a $100 billion pledge by the world’s advanced economies yet to be paid out more than five years after it was initially promised.</p>\n<p>Developing countries argue they are being unfairly tasked to pay for a climate crisis largely caused by emissions spewed by the world’s richest countries, while the poorest nations have been hit the hardest by&nbsp;extreme weather brought on by climate change.</p>\n<p>On Tuesday, Special Presidential Envoy John Kerry admitted $100 billion&nbsp;would not be enough&nbsp;given that the climate crisis is intensifying and time is running out to cap global warming at 1.5 degrees Celsius, a goal climate scientists have said would avert a catastrophe.</p>\n<p>“$100 billion doesn't do it, folks,\" Kerry said. \"It's trillions of dollars that are needed. And the only way we will get this done is if trillions of dollars are forthcoming.\"</p>\n<p>President Biden has already announced a U.S. commitment to quadruple international climate finance by 2024, to more than $11 billion. The private sector is expected to pick up the bulk of the investments, because of the sheer scale and cost of&nbsp;the effort needed to sunset coalpowered plants and invest in renewable energy, among other measures.</p>\n<p>Yellen stated the private sector stands \"ready to supply the financing\" to avoid the worst of the climate crisis. Some of the world’s largest multinational companies, including Amazon (AMZN) and Microsoft (MSFT), as well as asset managers have made the trip to Glasgow to seek&nbsp;investment opportunities in the green transition.</p>\n<p>However, commercial banks have been slow to line up capital for projects. While Citigroup (C), Morgan Stanley (MS), and Bank of America (BAC) have committed to shifting its investments to businesses that reduce carbon emissions, major banks from India, Japan, and Australia haven’t followed.</p>\n<p>Yellen, who mentioned \"investments that will be profitable in sustainable investments\" to Congressional testimony last month, asserted in her COP26 remarks that \"it is simply cost effective to go green.\"</p>\n<p>The Financial Stability Oversight Council, chaired by Yellen,released a reportlast month laying out actions needed to build resilience in the financial system from the risk of climate change, including enhanced climate-related disclosures.</p>\n<p>“CEOs representing trillions in assets are here to show their commitment,\" Yellen stated. \"Financial institutions with collective assets under management of nearly $100 trillion have come together under The Glasgow Financial Alliance for Net Zero, or GFANZ. If these ambitions are realized, those portfolios will be carbon-neutral by 2050 and significantly reduce emissions by 2030.\"</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>Climate change: Yellen calls for 'wholesale transformation of our carbon intensive economies'</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\">\nClimate change: Yellen calls for 'wholesale transformation of our carbon intensive economies'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/climate-change-yellen-cop-26-090040007.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Treasury Secretary Janet Yellen called for a \"wholesale transformation\" ofcarbon intensive economiesat the UN Climate Change Conference (COP26) in Glasgow on Wednesday, urging the private sector to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/climate-change-yellen-cop-26-090040007.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/climate-change-yellen-cop-26-090040007.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137621901","content_text":"Treasury Secretary Janet Yellen called for a \"wholesale transformation\" ofcarbon intensive economiesat the UN Climate Change Conference (COP26) in Glasgow on Wednesday, urging the private sector to capitalize on an opportunity to help developing nations transition to a carbon free economy.\n\"Rising to this challenge will require the wholesale transformation of our carbon-intensive economies,\" Yellen stated in prepared remarks. \"It’s a global transition for which we have an estimated price tag: some have put the global figure between $100 and $150 trillion over the next three decades. At the same time, addressing climate change is the greatest economic opportunity of our time.\"\nYellen specifically pledged U.S. support for Climate Investment Funds (CIF), a multilateral climate finance mechanism to help the poorest countries most affected by climate change, build out climate resilience, and shift to a future free of fossil fuels.\n“Through an innovative leveraging structure, this initiative will help attract significant new private climate finance and provide $500 million per year for the Clean Technology Funds’ programming, including the new Accelerating Coal Transition investment Program,” Yellen stated.\nFinancing for developing countries have increasingly become a contentious point of larger climate discussions, with a $100 billion pledge by the world’s advanced economies yet to be paid out more than five years after it was initially promised.\nDeveloping countries argue they are being unfairly tasked to pay for a climate crisis largely caused by emissions spewed by the world’s richest countries, while the poorest nations have been hit the hardest by extreme weather brought on by climate change.\nOn Tuesday, Special Presidential Envoy John Kerry admitted $100 billion would not be enough given that the climate crisis is intensifying and time is running out to cap global warming at 1.5 degrees Celsius, a goal climate scientists have said would avert a catastrophe.\n“$100 billion doesn't do it, folks,\" Kerry said. \"It's trillions of dollars that are needed. And the only way we will get this done is if trillions of dollars are forthcoming.\"\nPresident Biden has already announced a U.S. commitment to quadruple international climate finance by 2024, to more than $11 billion. The private sector is expected to pick up the bulk of the investments, because of the sheer scale and cost of the effort needed to sunset coalpowered plants and invest in renewable energy, among other measures.\nYellen stated the private sector stands \"ready to supply the financing\" to avoid the worst of the climate crisis. Some of the world’s largest multinational companies, including Amazon (AMZN) and Microsoft (MSFT), as well as asset managers have made the trip to Glasgow to seek investment opportunities in the green transition.\nHowever, commercial banks have been slow to line up capital for projects. While Citigroup (C), Morgan Stanley (MS), and Bank of America (BAC) have committed to shifting its investments to businesses that reduce carbon emissions, major banks from India, Japan, and Australia haven’t followed.\nYellen, who mentioned \"investments that will be profitable in sustainable investments\" to Congressional testimony last month, asserted in her COP26 remarks that \"it is simply cost effective to go green.\"\nThe Financial Stability Oversight Council, chaired by Yellen,released a reportlast month laying out actions needed to build resilience in the financial system from the risk of climate change, including enhanced climate-related disclosures.\n“CEOs representing trillions in assets are here to show their commitment,\" Yellen stated. \"Financial institutions with collective assets under management of nearly $100 trillion have come together under The Glasgow Financial Alliance for Net Zero, or GFANZ. If these ambitions are realized, those portfolios will be carbon-neutral by 2050 and significantly reduce emissions by 2030.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841438024,"gmtCreate":1635932271363,"gmtModify":1635932284251,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841438024","repostId":"1104890335","repostType":4,"repost":{"id":"1104890335","pubTimestamp":1635931950,"share":"https://www.laohu8.com/m/news/1104890335?lang=&edition=full","pubTime":"2021-11-03 17:32","market":"us","language":"en","title":"Microsoft Is a High-Quality Name with a Premium Price Tag","url":"https://stock-news.laohu8.com/highlight/detail?id=1104890335","media":"InvestorPlace","summary":"MSFT stock sports solid profitability and growth -- but that comes at a cost","content":"<p><b>Microsoft</b>&nbsp;(NASDAQ:<b><u>MSFT</u></b>) is one of the premier tech giants on the market. The company has solid fundamentals and some special features that make investors happy, such as buybacks and dividend increases. With gains of about 50% year-to-date (YTD), MSFT stock has also outperformed the broader U.S. stock market. Now all eyes are on the fiscal 2022 first-quarter earnings report, which the company released on Oct. 26.</p>\n<p>Does MSFT stock have more upside potential this year? The earnings report is crucial to the company maintaining its strong momentum. Mainly, the two factors that now concern me about Microsoft are the premium reflected in its stock price and the potential slowdown in its revenue growth.</p>\n<p>Here’s what you should know about MSFT stock moving forward.</p>\n<p><b>MSFT Stock: Consistency and a Strong Balance Sheet</b></p>\n<p>Microsoft is a textbook top-quality stock. It’s highly profitable and has increased revenue and shareholder equity as well as reduced debt. At the same time, it has also implemented a share buyback program and consistently increased its dividend. In fact, that consistency is something I appreciate the most about MSFT stock.</p>\n<p>The growth numbers speak for themselves here. Data taken from<i>Morningstar</i>shows solid&nbsp;3-year average growth&nbsp;for revenue (15.06%), operating income (25.87%), net income (54.63%) and diluted earnings per share (EPS) (55.77%). The strong balance sheet is another positive factor. Microsoft has reduced its debt-equity (D/E) ratio to o.42.</p>\n<p>On top of all this, one of my favorite financial metrics — free cash flow (FCF) — is also demonstrating strength for this name. The free cash flow has consistently increased for years now. For fiscal 2021, Microsoft reported FCF of $56.12 billion, an increase of 24% year-over-year (YOY). This FCF was particularly exceptional, as the company reported a high gross margin (68.9%), operating margin (41.6%) and net margin (36.4%) for the period as well.</p>\n<p>All told, Microsoft was firing on all cylinders last year — and it seems to be continuing that strength.</p>\n<p><b>Dividend Increases and Share Repurchases</b></p>\n<p>Like I noted before, another reason to like MSFT stock are its dividend increases and share repurchases. The company’s consistency in this department is noteworthy. What’s more, on Sept. 14, Microsoft&nbsp;announced&nbsp;some very positive news for shareholders.</p>\n<p>The news? A quarterly dividend of 62 cents — an 11% increase over the previous quarter — as well as a “new share repurchase program authorizing up to $60 billion in share repurchases.”</p>\n<p>For some time, the number of shares outstanding here has been declining while the yearly dividend has been climbing. In particular, Microsoft seems to be keeping up with an average 10% annual increase for its dividend. Notably, though, its current payout of around 27% is both sustainable and also the lowest ratio reported in recent years.</p>\n<p>So, Microsoft has rewarded investors with a consistent dividend policy and consistent share buybacks. That’s a big plus for investors. But the company could easily increase its dividend rate from here, given the current payout ratio. My best guess? Management will soon weigh the tradeoff between future growth and returning capital to its shareholders.</p>\n<p><b>What to Make of Recent Earnings</b></p>\n<p>Dividends and the like aside, though, I have had a different main concern with MSFT stock. My worry? The potential slowdown in revenue and earnings. However, the recent earnings report has revealed some positives.</p>\n<p>When Microsoft&nbsp;released&nbsp;Q1 fiscal 2022 earnings in late October, it showed a “strong start” to the year. Specifically, Executive Vice President and CFO Amy Hood noted that Microsoft Cloud generated “$20.7 billion in revenue for the quarter, up 36% year over year.” Furthermore, revenue for the period came to $45.3 billion, an increase of 22%. Meanwhile, operating income was $20.2 billion — up 27% — and non-GAAP net income was $17.2 billion. The latter was an increase of 24%. Finally, diluted non-GAAP earnings per share (EPS) was $2.27, up 25%.</p>\n<p>These financial results show that a growth slowdown doesn’t seem to be in the cards — at least not yet. But if we do see any misses in the coming quarters? Well, investors may want to take future results with a grain of salt.</p>\n<p>In a word, it all comes down to<i>seasonality</i>. In the company’s&nbsp;annual 10-K report&nbsp;for fiscal 2021, Microsoft stated the following (Page 40):</p>\n<blockquote>\n “Our revenue fluctuates quarterly and is generally higher in the second and fourth quarters of our fiscal year. Second quarter revenue is driven by corporate year-end spending trends in our major markets and holiday season spending by consumers, and fourth quarter revenue is driven by the volume of multi-year on-premises contracts executed during the period.”\n</blockquote>\n<p>So, while investors may be inclined to worry about misses in the future, they may not have to as much — especially for the first and third quarters.</p>\n<p><b>A Diversified Business and Pricey Stock</b></p>\n<p>The last thing I will note about Microsoft, however, is the company’s relevance in recent years — and its diversity.</p>\n<p>For one, Microsoft has embraced the digital work environment whole-heartedly. It has several diversified streams of revenue — from the Xbox to LinkedIn to cloud computing, virtual reality (VR) and artificial intelligence (AI). Moreover, it has also made changes to its&nbsp;investor metrics, heightening transparency and helping investors evaluate the company’s progress accurately. But does all of this mean you should invest in MSFT stock?</p>\n<p>The pluses about the company aside, MSFT is still a tough name to consider buying right now. Of course, relative valuation is just one method of analysis. However, data from&nbsp;<i>CSI Market</i>&nbsp;is&nbsp;mixed&nbsp;on whether Microsoft is undervalued or not. For example, the price-earnings (P/E) ratio is currently 37.26, compared to the Industry P/E of 35 and Sector P/E of 27.</p>\n<p>That said, Microsoft also has a PEG ratio of 0.84. This suggests it is undervalued. Still, checking the&nbsp;trailing price-sales (P/S) ratio of 14, the company’s P/S is higher than the sector median as well. The same goes for the company’s price-book (P/B) ratio and price-cash flow ratio.</p>\n<p>Overall, these metrics suggest that MSFT stock is now trading at a premium.</p>\n<p><b>The Verdict on MSFT Stock</b></p>\n<p>All told, MSFT stock is an excellent name that trades at an extremely high cost.</p>\n<p>This company boasts solid fundamentals and robust growth. It also returns capital to shareholders. Still, it’s incredibly pricey as well. Any selloff would make for a better risk-adjusted investment opportunity here — unless Microsoft hikes its dividend rate even faster or expands its share repurchase program.</p>\n<p>At some point, a slowdown in revenue and EPS may come into play. This factor will be crucial for potential investors. However, that may take a long time to arrive as well.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Is a High-Quality Name with a Premium Price Tag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Is a High-Quality Name with a Premium Price Tag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/11/msft-stock-is-a-high-quality-name-with-a-premium-price-tag/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) is one of the premier tech giants on the market. The company has solid fundamentals and some special features that make investors happy, such as buybacks and dividend increases...</p>\n\n<a href=\"https://investorplace.com/2021/11/msft-stock-is-a-high-quality-name-with-a-premium-price-tag/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2021/11/msft-stock-is-a-high-quality-name-with-a-premium-price-tag/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104890335","content_text":"Microsoft (NASDAQ:MSFT) is one of the premier tech giants on the market. The company has solid fundamentals and some special features that make investors happy, such as buybacks and dividend increases. With gains of about 50% year-to-date (YTD), MSFT stock has also outperformed the broader U.S. stock market. Now all eyes are on the fiscal 2022 first-quarter earnings report, which the company released on Oct. 26.\nDoes MSFT stock have more upside potential this year? The earnings report is crucial to the company maintaining its strong momentum. Mainly, the two factors that now concern me about Microsoft are the premium reflected in its stock price and the potential slowdown in its revenue growth.\nHere’s what you should know about MSFT stock moving forward.\nMSFT Stock: Consistency and a Strong Balance Sheet\nMicrosoft is a textbook top-quality stock. It’s highly profitable and has increased revenue and shareholder equity as well as reduced debt. At the same time, it has also implemented a share buyback program and consistently increased its dividend. In fact, that consistency is something I appreciate the most about MSFT stock.\nThe growth numbers speak for themselves here. Data taken fromMorningstarshows solid 3-year average growth for revenue (15.06%), operating income (25.87%), net income (54.63%) and diluted earnings per share (EPS) (55.77%). The strong balance sheet is another positive factor. Microsoft has reduced its debt-equity (D/E) ratio to o.42.\nOn top of all this, one of my favorite financial metrics — free cash flow (FCF) — is also demonstrating strength for this name. The free cash flow has consistently increased for years now. For fiscal 2021, Microsoft reported FCF of $56.12 billion, an increase of 24% year-over-year (YOY). This FCF was particularly exceptional, as the company reported a high gross margin (68.9%), operating margin (41.6%) and net margin (36.4%) for the period as well.\nAll told, Microsoft was firing on all cylinders last year — and it seems to be continuing that strength.\nDividend Increases and Share Repurchases\nLike I noted before, another reason to like MSFT stock are its dividend increases and share repurchases. The company’s consistency in this department is noteworthy. What’s more, on Sept. 14, Microsoft announced some very positive news for shareholders.\nThe news? A quarterly dividend of 62 cents — an 11% increase over the previous quarter — as well as a “new share repurchase program authorizing up to $60 billion in share repurchases.”\nFor some time, the number of shares outstanding here has been declining while the yearly dividend has been climbing. In particular, Microsoft seems to be keeping up with an average 10% annual increase for its dividend. Notably, though, its current payout of around 27% is both sustainable and also the lowest ratio reported in recent years.\nSo, Microsoft has rewarded investors with a consistent dividend policy and consistent share buybacks. That’s a big plus for investors. But the company could easily increase its dividend rate from here, given the current payout ratio. My best guess? Management will soon weigh the tradeoff between future growth and returning capital to its shareholders.\nWhat to Make of Recent Earnings\nDividends and the like aside, though, I have had a different main concern with MSFT stock. My worry? The potential slowdown in revenue and earnings. However, the recent earnings report has revealed some positives.\nWhen Microsoft released Q1 fiscal 2022 earnings in late October, it showed a “strong start” to the year. Specifically, Executive Vice President and CFO Amy Hood noted that Microsoft Cloud generated “$20.7 billion in revenue for the quarter, up 36% year over year.” Furthermore, revenue for the period came to $45.3 billion, an increase of 22%. Meanwhile, operating income was $20.2 billion — up 27% — and non-GAAP net income was $17.2 billion. The latter was an increase of 24%. Finally, diluted non-GAAP earnings per share (EPS) was $2.27, up 25%.\nThese financial results show that a growth slowdown doesn’t seem to be in the cards — at least not yet. But if we do see any misses in the coming quarters? Well, investors may want to take future results with a grain of salt.\nIn a word, it all comes down toseasonality. In the company’s annual 10-K report for fiscal 2021, Microsoft stated the following (Page 40):\n\n “Our revenue fluctuates quarterly and is generally higher in the second and fourth quarters of our fiscal year. Second quarter revenue is driven by corporate year-end spending trends in our major markets and holiday season spending by consumers, and fourth quarter revenue is driven by the volume of multi-year on-premises contracts executed during the period.”\n\nSo, while investors may be inclined to worry about misses in the future, they may not have to as much — especially for the first and third quarters.\nA Diversified Business and Pricey Stock\nThe last thing I will note about Microsoft, however, is the company’s relevance in recent years — and its diversity.\nFor one, Microsoft has embraced the digital work environment whole-heartedly. It has several diversified streams of revenue — from the Xbox to LinkedIn to cloud computing, virtual reality (VR) and artificial intelligence (AI). Moreover, it has also made changes to its investor metrics, heightening transparency and helping investors evaluate the company’s progress accurately. But does all of this mean you should invest in MSFT stock?\nThe pluses about the company aside, MSFT is still a tough name to consider buying right now. Of course, relative valuation is just one method of analysis. However, data from CSI Market is mixed on whether Microsoft is undervalued or not. For example, the price-earnings (P/E) ratio is currently 37.26, compared to the Industry P/E of 35 and Sector P/E of 27.\nThat said, Microsoft also has a PEG ratio of 0.84. This suggests it is undervalued. Still, checking the trailing price-sales (P/S) ratio of 14, the company’s P/S is higher than the sector median as well. The same goes for the company’s price-book (P/B) ratio and price-cash flow ratio.\nOverall, these metrics suggest that MSFT stock is now trading at a premium.\nThe Verdict on MSFT Stock\nAll told, MSFT stock is an excellent name that trades at an extremely high cost.\nThis company boasts solid fundamentals and robust growth. It also returns capital to shareholders. Still, it’s incredibly pricey as well. Any selloff would make for a better risk-adjusted investment opportunity here — unless Microsoft hikes its dividend rate even faster or expands its share repurchase program.\nAt some point, a slowdown in revenue and EPS may come into play. This factor will be crucial for potential investors. However, that may take a long time to arrive as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841431225,"gmtCreate":1635932234756,"gmtModify":1635932234855,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"a","listText":"a","text":"a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841431225","repostId":"1106997318","repostType":4,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849575304,"gmtCreate":1635770646758,"gmtModify":1635770646758,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"coolin?","listText":"coolin?","text":"coolin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849575304","repostId":"2180277622","repostType":4,"repost":{"id":"2180277622","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":1635769883,"share":"https://www.laohu8.com/m/news/2180277622?lang=&edition=full","pubTime":"2021-11-01 20:31","market":"us","language":"en","title":"Yellen says U.S economy is not overheating","url":"https://stock-news.laohu8.com/highlight/detail?id=2180277622","media":"Reuters","summary":"DUBLIN, Nov 1 (Reuters) - U.S. Treasury Secretary Janet Yellen on Monday said she does not think the","content":"<p>DUBLIN, Nov 1 (Reuters) - U.S. Treasury Secretary Janet Yellen on Monday said she does not think the U.S. economy is overheating and that while inflation is higher than in recent years, it is related to disruption from the COVID-19 pandemic.</p>\n<p>Data last week showed that U.S. consumer spending increased solidly in September, which together with falling COVID-19 infections and recovering consumer confidence bode well for a pickup in economic activity in the final quarter.</p>\n<p>While inflation pressures are broadening out, Yellen reiterated that she believed price rises are transitory.</p>\n<p>\"I would not say the US economy is currently overheating, we're still 5 million jobs below where we were pre-pandemic and labor force participation has declined and the reasons relate to the pandemic,\" Yellen told a news conference in Dublin.</p>\n<p>Yellen predicted that labor supply constraints and supply bottlenecks will ease as the pandemic comes under control, noting that a surge in demand for durable goods in the U.S. had come at a time where it was hard to source some of those goods.</p>\n<p>\"I believe as we get beyond the pandemic, that these pressures release and in that sense, I believe inflation is transitory, and we don't have an economy that is in a longer-run sense overheating.\"</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>Yellen says U.S economy is not overheating</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\">\nYellen says U.S economy is not overheating\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\">2021-11-01 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DUBLIN, Nov 1 (Reuters) - U.S. Treasury Secretary Janet Yellen on Monday said she does not think the U.S. economy is overheating and that while inflation is higher than in recent years, it is related to disruption from the COVID-19 pandemic.</p>\n<p>Data last week showed that U.S. consumer spending increased solidly in September, which together with falling COVID-19 infections and recovering consumer confidence bode well for a pickup in economic activity in the final quarter.</p>\n<p>While inflation pressures are broadening out, Yellen reiterated that she believed price rises are transitory.</p>\n<p>\"I would not say the US economy is currently overheating, we're still 5 million jobs below where we were pre-pandemic and labor force participation has declined and the reasons relate to the pandemic,\" Yellen told a news conference in Dublin.</p>\n<p>Yellen predicted that labor supply constraints and supply bottlenecks will ease as the pandemic comes under control, noting that a surge in demand for durable goods in the U.S. had come at a time where it was hard to source some of those goods.</p>\n<p>\"I believe as we get beyond the pandemic, that these pressures release and in that sense, I believe inflation is transitory, and we don't have an economy that is in a longer-run sense overheating.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180277622","content_text":"DUBLIN, Nov 1 (Reuters) - U.S. Treasury Secretary Janet Yellen on Monday said she does not think the U.S. economy is overheating and that while inflation is higher than in recent years, it is related to disruption from the COVID-19 pandemic.\nData last week showed that U.S. consumer spending increased solidly in September, which together with falling COVID-19 infections and recovering consumer confidence bode well for a pickup in economic activity in the final quarter.\nWhile inflation pressures are broadening out, Yellen reiterated that she believed price rises are transitory.\n\"I would not say the US economy is currently overheating, we're still 5 million jobs below where we were pre-pandemic and labor force participation has declined and the reasons relate to the pandemic,\" Yellen told a news conference in Dublin.\nYellen predicted that labor supply constraints and supply bottlenecks will ease as the pandemic comes under control, noting that a surge in demand for durable goods in the U.S. had come at a time where it was hard to source some of those goods.\n\"I believe as we get beyond the pandemic, that these pressures release and in that sense, I believe inflation is transitory, and we don't have an economy that is in a longer-run sense overheating.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823833591,"gmtCreate":1633610039014,"gmtModify":1633610039079,"author":{"id":"4095487021532720","authorId":"4095487021532720","authorIdStr":"4095487021532720","name":"Estherbunny","avatar":"https://static.tigerbbs.com/4ead0d62faaad0703dd210261a86816a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095487021532720"},"themes":[],"htmlText":"Can't stop wont stop game stop","listText":"Can't 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href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> ，相信虎友对它都很了解，是东南亚三大银行之一，也是新交所市值最大的公司，过去五年的平均股息达4.3%，过去十年的平均年化回报率达10%。摩根大通看好他的原因主要是因为其财务管理服务扩大，以及数字化程度提高。此外，星展银行曾预计到今年年底其加密货币交易规模将增加1倍。随着数字货币增长，未来3年每年将增长20%-30%。 <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 是一家消费互联网公司。公司建立了一个集数字娱乐、电子商务、数字金融服务于一体的综合平台。Sea旗下三大业务包括数字游戏（Garena）、电子商务（Shopee）、数字金融（SeaMoney），其游戏与电商业务在东南亚位居龙头之位。摩根大通看好他的原因主要是因为其电商业务收入增长，亏损减少，此外Garena还推出自研「吃鸡」游戏FreeFire，从2017年开始持续贡献玩家与流水，成为最火热爆款游戏。截止2021年Q2，Garena季度活游戏用户规模达到7.25亿人，成为绝对的东南亚游戏市场龙头。 <a href=\"https://laohu8.com/S/AYALY\">$Ayala Corp.(AYALY)$</a> 是菲律宾历史最悠久、规模最大的企业集团。该公司拥有多种多样的商业利益，包括在零售、教育、房","text":"摩根大通刚刚更新了11月的亚洲股票推荐清单，除了$Sea Ltd(SE)$ $星展集团控股(D05.SI)$ 之外，还有谁？让我们一起来看看，欢迎大家给我回复，说说哪个股票值得买入？$星展集团控股(D05.SI)$ ，相信虎友对它都很了解，是东南亚三大银行之一，也是新交所市值最大的公司，过去五年的平均股息达4.3%，过去十年的平均年化回报率达10%。摩根大通看好他的原因主要是因为其财务管理服务扩大，以及数字化程度提高。此外，星展银行曾预计到今年年底其加密货币交易规模将增加1倍。随着数字货币增长，未来3年每年将增长20%-30%。 $Sea Ltd(SE)$ 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