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2021-11-09

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It will be released in the U.S. and Canada in early 2022, followed by rollouts in the UK, Australia and Germany.</p>\n<p>In its simplest definition, the Guide attaches to the top of your TV or in front of it. The AI functions in the camera will track your movement in real-time, giving feedback on the screen if the exercise is being done correctly. It can be controlled with your voice.</p>\n<p>“Peloton Guide demystifies strength training to create a more engaging experience that will help members stay motivated. We combined our world-class instructors and class content with the best machine learning technology to create a whole new way to train. This is just the beginning for Peloton strength. Guide will keep getting smarter so it can grow stronger alongside our members,\" said Peloton co-founder and chief product officer Tom Cortese in a statement.</p>\n<p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-11/7b24f380-4149-11ec-97df-704eff37a4d2\" tg-width=\"2004\" tg-height=\"1142\" width=\"100%\" height=\"auto\"><span>The newest Peloton product, the Peloton Guide.Peloton</span></p>\n<p>For Peloton's sake, it better sell a lot of Guides this holiday season.</p>\n<p>Peloton's stock crashed more than 30% on Nov. 5 after the company said that connected fitness subscribers of 2.49 million was roughly in-line with analyst estimates. The number of workouts on the platform trended lower for the second consecutive quarter. Sales fell well short of analyst estimates, and the company posted a wider loss than expected.</p>\n<p>The stock has stayed under pressure since the report.</p>\n<p>Peloton also slashed its full-fiscal year outlook.</p>\n<p>The company sees full-year sales of $4.4 billion to $4.8 million, down sharply from $5.4 billion previously. Peloton expected a full-year adjusted operating loss of $425 million to $475 million. The company had expected an operating loss of $325 million.</p>\n<p>To be sure, the bulls on Peloton were few and far between in the wake of its disappointing earnings day. Analysts across the board cut their forward financial estimates, and voiced concern the new outlook wasn't \"kitchen sink.\"</p>\n<p>\"The results suggest Peloton's post-pandemic surge has dissipated, pressuring its ability to forecast, ironic as most consumer companies are now cheering visibility... a fact echoed through price cuts, as everyone flags inflation/scarcity. We worry lowered numbers remain too optimistic and that the biggest issues may actually lie ahead — in racing to meet pandemic-driven demand, the company embarked on a massive investment spree (Tonic, Precor, POP) dwindling cash and ballooning inventory just as demand tapered,\" said long-time Peloton bear Simeon Siegel at BMO Capital Markets.</p>\n<p>Siegel reiterated an Underperform rating on Peloton and issued a $45 price target.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton reveals a $495 webcam that tracks your body movements amid pressure</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\">\nPeloton reveals a $495 webcam that tracks your body movements amid pressure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece of dust-collecting hardware, but rather a high-tech $495 webcam.\nOn Tuesday, the company revealed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLNT":"Planet Fitness Inc","PTON":"Peloton Interactive, Inc."},"source_url":"https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2182570750","content_text":"Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece of dust-collecting hardware, but rather a high-tech $495 webcam.\nOn Tuesday, the company revealed the long rumored Peloton Guide. It will be released in the U.S. and Canada in early 2022, followed by rollouts in the UK, Australia and Germany.\nIn its simplest definition, the Guide attaches to the top of your TV or in front of it. The AI functions in the camera will track your movement in real-time, giving feedback on the screen if the exercise is being done correctly. It can be controlled with your voice.\n“Peloton Guide demystifies strength training to create a more engaging experience that will help members stay motivated. We combined our world-class instructors and class content with the best machine learning technology to create a whole new way to train. This is just the beginning for Peloton strength. Guide will keep getting smarter so it can grow stronger alongside our members,\" said Peloton co-founder and chief product officer Tom Cortese in a statement.\nThe newest Peloton product, the Peloton Guide.Peloton\nFor Peloton's sake, it better sell a lot of Guides this holiday season.\nPeloton's stock crashed more than 30% on Nov. 5 after the company said that connected fitness subscribers of 2.49 million was roughly in-line with analyst estimates. The number of workouts on the platform trended lower for the second consecutive quarter. Sales fell well short of analyst estimates, and the company posted a wider loss than expected.\nThe stock has stayed under pressure since the report.\nPeloton also slashed its full-fiscal year outlook.\nThe company sees full-year sales of $4.4 billion to $4.8 million, down sharply from $5.4 billion previously. Peloton expected a full-year adjusted operating loss of $425 million to $475 million. The company had expected an operating loss of $325 million.\nTo be sure, the bulls on Peloton were few and far between in the wake of its disappointing earnings day. Analysts across the board cut their forward financial estimates, and voiced concern the new outlook wasn't \"kitchen sink.\"\n\"The results suggest Peloton's post-pandemic surge has dissipated, pressuring its ability to forecast, ironic as most consumer companies are now cheering visibility... a fact echoed through price cuts, as everyone flags inflation/scarcity. We worry lowered numbers remain too optimistic and that the biggest issues may actually lie ahead — in racing to meet pandemic-driven demand, the company embarked on a massive investment spree (Tonic, Precor, POP) dwindling cash and ballooning inventory just as demand tapered,\" said long-time Peloton bear Simeon Siegel at BMO Capital Markets.\nSiegel reiterated an Underperform rating on Peloton and issued a $45 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845197661,"gmtCreate":1636297994974,"gmtModify":1636297995059,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/845197661","repostId":"2181740934","repostType":4,"repost":{"id":"2181740934","pubTimestamp":1636261200,"share":"https://www.laohu8.com/m/news/2181740934?lang=&edition=full","pubTime":"2021-11-07 13:00","market":"us","language":"en","title":"SolarWinds investors allege board knew about cyber risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2181740934","media":"The Straits Times","summary":"NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they ","content":"<div>\n<p>NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>SolarWinds investors allege board knew about cyber risks</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\">\nSolarWinds investors allege board knew about cyber risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWI":"SolarWinds Corp"},"source_url":"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181740934","content_text":"NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created a vulnerability in thousands of its customers' systems.\nThe lawsuit filed in Delaware on Thursday (Nov 4) appears to be the first based on records shareholders demanded from the company after Reuters reported last December that malicious code inserted into one of the company's software updates left United States government agencies and companies exposed.\nThe lawsuit names a mix of current and former directors as defendants.\nA SolarWinds spokesman said the company does not comment on pending litigation, but noted it is focused on \"deepening\" customer relationships and \"openly discussing our Secure by Design initiatives as we look to set the standard for secure software development\".\nLed by a Missouri pension fund, the investors allege that the board failed to implement procedures to monitor cyber-security risks, such as requiring the company's management to report on those risks regularly.\nThey are seeking damages on behalf of the company and to reform the company's policies on cyber-security oversight.\nThe lawsuit is the latest fallout over the breach of SolarWinds' software, which gave hackers access to the data of thousands of companies and government offices that used its products and which US officials have attributed to Russia.\nSolarWinds has said it is cooperating with investigations into the breach by the US Securities and Exchange Commission, Department of Justice and others. The company has moved to dismiss another shareholder lawsuit seeking damages for a decline in its share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842369142,"gmtCreate":1636136286398,"gmtModify":1636136286499,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842369142","repostId":"2181710190","repostType":4,"repost":{"id":"2181710190","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":1636120628,"share":"https://www.laohu8.com/m/news/2181710190?lang=&edition=full","pubTime":"2021-11-05 21:57","market":"us","language":"en","title":"Canada Goose beats quarterly revenue estimates on strong demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2181710190","media":"Reuters","summary":"Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Frida","content":"<p>Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.</p>\n<p>Canada Goose&nbsp;stock&nbsp;Popped&nbsp;17%&nbsp;in&nbsp;morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/02c814d2ca61cfe21b1d5d6529a6a585\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Luxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.</p>\n<p>Chinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.</p>\n<p>Revenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.</p>\n<p>Net income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.</p>\n<p>($1 = 1.2475 Canadian dollars)</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>Canada Goose beats quarterly revenue estimates on strong demand</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\">\nCanada Goose beats quarterly revenue estimates on strong demand\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\">2021-11-05 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.</p>\n<p>Canada Goose&nbsp;stock&nbsp;Popped&nbsp;17%&nbsp;in&nbsp;morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/02c814d2ca61cfe21b1d5d6529a6a585\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Luxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.</p>\n<p>Chinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.</p>\n<p>Revenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.</p>\n<p>Net income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.</p>\n<p>($1 = 1.2475 Canadian dollars)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOS":"加拿大鹅"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181710190","content_text":"Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.\nCanada Goose stock Popped 17% in morning trading.\n\nLuxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.\nChinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.\nRevenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.\nNet income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.\n($1 = 1.2475 Canadian dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848973609,"gmtCreate":1635957878236,"gmtModify":1635957878326,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848973609","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</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>Netflix Stock: 3 Metrics To Watch In November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841968602,"gmtCreate":1635868997687,"gmtModify":1635868997687,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/841968602","repostId":"1196473052","repostType":4,"repost":{"id":"1196473052","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":1635867252,"share":"https://www.laohu8.com/m/news/1196473052?lang=&edition=full","pubTime":"2021-11-02 23:34","market":"us","language":"en","title":"Sea Limited stock rose 1.8% to return to $360","url":"https://stock-news.laohu8.com/highlight/detail?id=1196473052","media":"Tiger Newspress","summary":"Sea Limited stock rose 1.8% to return to $360 in morning trading.Sea Limited plans to announce its t","content":"<p>Sea Limited stock rose 1.8% to return to $360&nbsp;in&nbsp;morning trading.Sea Limited&nbsp;plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.</p>\n<p><img src=\"https://static.tigerbbs.com/83a11802a42006187d6abc47352eba1a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited stock rose 1.8% to return to $360</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited stock rose 1.8% to return to $360\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\">2021-11-02 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Limited stock rose 1.8% to return to $360&nbsp;in&nbsp;morning trading.Sea Limited&nbsp;plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.</p>\n<p><img src=\"https://static.tigerbbs.com/83a11802a42006187d6abc47352eba1a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196473052","content_text":"Sea Limited stock rose 1.8% to return to $360 in morning trading.Sea Limited plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853414484,"gmtCreate":1634828972138,"gmtModify":1634829019863,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853414484","repostId":"1174670603","repostType":4,"repost":{"id":"1174670603","pubTimestamp":1634826703,"share":"https://www.laohu8.com/m/news/1174670603?lang=&edition=full","pubTime":"2021-10-21 22:31","market":"us","language":"en","title":"Roku warns of YouTube TV split over search disputes","url":"https://stock-news.laohu8.com/highlight/detail?id=1174670603","media":"seekingalpha","summary":"Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if ","content":"<p>Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.</p>\n<p>\"Recently we have seen a disturbing trend that threatens the vibrant and competitive TV streaming ecosystem,\" Roku says in a blog entry. \"Rather than embracing a mutually beneficial partnership approach, some Big Tech enterprises are using their market power to extend control over independent businesses, like Roku, to benefit their broader business objectives at the expense of the consumer, putting a fair and open competitive streaming marketplace at risk.\"</p>\n<p>Since April, Roku says, it's been working with Google to renew the partnership and says it is committed to keep YouTube TV available while pursuing a new deal.</p>\n<p>But it says it's not concerned about money: \"We have not asked for a single change in the financial terms of our existing agreement. In fact, Roku does not earn a single dollar from YouTube’s ad supported video sharing service today, whereas Google makes hundreds of millions of dollars from the YouTube app on Roku.\"</p>\n<p>It says Google continues to interfere with Roku's independent search results, requiring a preference for YouTube over other providers, and that Google is discriminating by demanding search, voice and data features that it doesn't insist on from other streaming platforms.</p>\n<p>The dispute has been festering for months.In May, YouTube TV set up a workaround allowing Roku customers access to YouTube TV from within its YouTube app.</p>","source":"seekingalpha","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>Roku warns of YouTube TV split over search disputes</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\">\nRoku warns of YouTube TV split over search disputes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.\n\"Recently we have seen a disturbing trend ...</p>\n\n<a href=\"https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1174670603","content_text":"Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.\n\"Recently we have seen a disturbing trend that threatens the vibrant and competitive TV streaming ecosystem,\" Roku says in a blog entry. \"Rather than embracing a mutually beneficial partnership approach, some Big Tech enterprises are using their market power to extend control over independent businesses, like Roku, to benefit their broader business objectives at the expense of the consumer, putting a fair and open competitive streaming marketplace at risk.\"\nSince April, Roku says, it's been working with Google to renew the partnership and says it is committed to keep YouTube TV available while pursuing a new deal.\nBut it says it's not concerned about money: \"We have not asked for a single change in the financial terms of our existing agreement. In fact, Roku does not earn a single dollar from YouTube’s ad supported video sharing service today, whereas Google makes hundreds of millions of dollars from the YouTube app on Roku.\"\nIt says Google continues to interfere with Roku's independent search results, requiring a preference for YouTube over other providers, and that Google is discriminating by demanding search, voice and data features that it doesn't insist on from other streaming platforms.\nThe dispute has been festering for months.In May, YouTube TV set up a workaround allowing Roku customers access to YouTube TV from within its YouTube app.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859743367,"gmtCreate":1634738190723,"gmtModify":1634738534952,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859743367","repostId":"2176438191","repostType":4,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850974232,"gmtCreate":1634549907208,"gmtModify":1634550295907,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850974232","repostId":"1117595956","repostType":4,"repost":{"id":"1117595956","pubTimestamp":1634547456,"share":"https://www.laohu8.com/m/news/1117595956?lang=&edition=full","pubTime":"2021-10-18 16:57","market":"us","language":"en","title":"Stock Futures Fall After Weak China Growth Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1117595956","media":"The Wall Street Journal","summary":"China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previou","content":"<blockquote>\n <b>China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.</b>\n</blockquote>\n<p>U.S. stock futures edged lower after data showed that&nbsp;China’s economic growth slowed sharply&nbsp;in the third quarter, and investors weighed the risk to global growth from stickier-than-anticipated inflation, supply-chain problems and heightened demand for energy.</p>\n<p>Futures for the S&amp;P 500 declined 0.2% Monday, indicating that the broad market index will dip after&nbsp;notching its best week since July&nbsp;last week. Contracts for the tech-focused Nasdaq-100 fell 0.3% and futures for the Dow Jones Industrial Average edged 0.2% lower.</p>\n<p>Data out Monday showed China’s economy grew 4.9% in the third quarter from a year prior, a slowdown from the second quarter’s 7.9% rate. Power shortages and supply-chain problems added to the impact of Beijing’s efforts to rein in its property and technology sectors.</p>\n<p>The slower growth data are “a reminder that China is expected to lose some of its momentum, but also how these global issues like the energy crisis and supply chain issues will filter through to global growth,” said Edward Park, chief investment officer at U.K. investment firm Brooks Macdonald. “There’s just a bit of rebasing of expectations for China and the rest of the world.”</p>\n<p>Major indexes in Asia closed slightly lower. China’s Shanghai Composite was down 0.1%, while the CSI 300 index of large stocks listed in either Shanghai or Shenzhen closed 1.2% lower. Hong Kong’s Hang Seng rose at the end of trading, to close up 0.3%.</p>\n<p>“We’re in a mid-cycle slowdown,” said David Chao, global market strategist for the Asia Pacific ex-Japan region at Invesco, adding that Chinese markets were in for continued uncertainty and volatility in the near term. Still, he added: “Keep in mind the government has many tools to propel the economy forward.”</p>\n<p>Brent crude futures, the benchmark in global oil markets, rose 0.9% to $85.65 a barrel. Last week, Brent crude notched its eighth consecutive week of gains—its longest such streak since a 10-week period through April 30, 1999.</p>\n<p>A strong start to earnings season has underpinned hopes that companies can weather mounting challenges. Albertsons and&nbsp;State Street&nbsp;are set to report quarterly results before the market opens.</p>\n<p>Bitcoin, the world’s largest cryptocurrency by market value, gained 4.1% from its 5 p.m. ET level Sunday to trade at $61,932.69. The U.S.’s first&nbsp;bitcoin exchange-traded fundis expected to start trading Tuesday.</p>\n<p>In bond markets, the yield on the 10-year Treasury note ticked up to 1.603% Monday, from 1.574% Friday. Yields rise when prices fall.</p>\n<p>Overseas, the pan-continental Stoxx Europe 600 fell 0.4%, with losses led by the travel and leisure sector.</p>\n<p>U.S. industrial production data for September, due at 9:15 a.m. ET, is expected to show a seventh consecutive monthly increase. The measure of output at factories, mines and utilities has been buoyed by strong consumer demand for manufactured goods, though supply-chain disruptions and a semiconductor shortage could curtail auto production and drag down headline figures.</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>Stock Futures Fall After Weak China Growth Data</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\">\nStock Futures Fall After Weak China Growth Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.\n\nU.S. stock futures edged lower after data showed that China’s economic growth slowed ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117595956","content_text":"China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.\n\nU.S. stock futures edged lower after data showed that China’s economic growth slowed sharply in the third quarter, and investors weighed the risk to global growth from stickier-than-anticipated inflation, supply-chain problems and heightened demand for energy.\nFutures for the S&P 500 declined 0.2% Monday, indicating that the broad market index will dip after notching its best week since July last week. Contracts for the tech-focused Nasdaq-100 fell 0.3% and futures for the Dow Jones Industrial Average edged 0.2% lower.\nData out Monday showed China’s economy grew 4.9% in the third quarter from a year prior, a slowdown from the second quarter’s 7.9% rate. Power shortages and supply-chain problems added to the impact of Beijing’s efforts to rein in its property and technology sectors.\nThe slower growth data are “a reminder that China is expected to lose some of its momentum, but also how these global issues like the energy crisis and supply chain issues will filter through to global growth,” said Edward Park, chief investment officer at U.K. investment firm Brooks Macdonald. “There’s just a bit of rebasing of expectations for China and the rest of the world.”\nMajor indexes in Asia closed slightly lower. China’s Shanghai Composite was down 0.1%, while the CSI 300 index of large stocks listed in either Shanghai or Shenzhen closed 1.2% lower. Hong Kong’s Hang Seng rose at the end of trading, to close up 0.3%.\n“We’re in a mid-cycle slowdown,” said David Chao, global market strategist for the Asia Pacific ex-Japan region at Invesco, adding that Chinese markets were in for continued uncertainty and volatility in the near term. Still, he added: “Keep in mind the government has many tools to propel the economy forward.”\nBrent crude futures, the benchmark in global oil markets, rose 0.9% to $85.65 a barrel. Last week, Brent crude notched its eighth consecutive week of gains—its longest such streak since a 10-week period through April 30, 1999.\nA strong start to earnings season has underpinned hopes that companies can weather mounting challenges. Albertsons and State Street are set to report quarterly results before the market opens.\nBitcoin, the world’s largest cryptocurrency by market value, gained 4.1% from its 5 p.m. ET level Sunday to trade at $61,932.69. The U.S.’s first bitcoin exchange-traded fundis expected to start trading Tuesday.\nIn bond markets, the yield on the 10-year Treasury note ticked up to 1.603% Monday, from 1.574% Friday. Yields rise when prices fall.\nOverseas, the pan-continental Stoxx Europe 600 fell 0.4%, with losses led by the travel and leisure sector.\nU.S. industrial production data for September, due at 9:15 a.m. ET, is expected to show a seventh consecutive monthly increase. The measure of output at factories, mines and utilities has been buoyed by strong consumer demand for manufactured goods, though supply-chain disruptions and a semiconductor shortage could curtail auto production and drag down headline figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829619144,"gmtCreate":1633496882229,"gmtModify":1633497121714,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829619144","repostId":"1176774236","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829610581,"gmtCreate":1633496855806,"gmtModify":1633497121460,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829610581","repostId":"1117147045","repostType":4,"repost":{"id":"1117147045","pubTimestamp":1633489335,"share":"https://www.laohu8.com/m/news/1117147045?lang=&edition=full","pubTime":"2021-10-06 11:02","market":"us","language":"en","title":"Top 3 Automotive Semiconductor Stocks To Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117147045","media":"Seeking Alpha","summary":"Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growt","content":"<p><b>Summary</b></p>\n<ul>\n <li>Despite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.</li>\n <li>Automotive MCUs are essential in various vehicle electronic systems and are forecasted to grow at a long-term CAGR of 11.18% based on the 20-year average.</li>\n <li>The rise of autonomous vehicles is expected to spur demand for complex and advanced ADAS SoCs with autonomous vehicle unit growth projected to grow at a 73.9% average rate.</li>\n <li>Finally, automakers are incorporating more LEDs in their designs and to meet rising regulatory requirements as LED content grew at a CAGR of 18.8%.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ecf357b9a91355cebad80e4c912bca\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Company Logos</span></p>\n<p>Semiconductors are used in all types of electronic devices across multiple applications. Automotive&nbsp;accounts&nbsp;for 10% of the semiconductor market. Although the outlook of vehicle sales in terms of unit sales growth is flattish as the average vehicle age continue to rise due to increased reliability and better maintenance capabilities as well as the rise of alternative transportation modes such as the emergence of ride-sharing, semiconductor growth is still expected to be strong driven by rising automotive features and functionalities across safety, infotainment, connectivity and automation. In this analysis, we analyzed the trends of rising chip content per vehicle across the automotive MCU, ADAS SoC and LED chips with the evolution of technological advancements which is a continuous trend across centuries since the invention of the automobile. The global vehicle sales growth has averaged at 1.9% since 2011. Among several factors driving growth includes rising GDP per capita of 2.1% on average in the past 10 years. We estimate the GDP per capita to rise by 2.7% until 2030 based on global&nbsp;GDP&nbsp;and&nbsp;population&nbsp;growth forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dab0ed2ce4b2194b2aa9e8171a411a0\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OCIA, MacroTrends, Khaveen Investments</span></p>\n<p>Although GDP per capita is rising, vehicle sales have been diverging from GDP growth as the average age of vehicles is also increasing to 11.85 years in 2020 worldwide on average. Vehicle owners are more&nbsp;comfortable&nbsp;holding cars longer because cars are more reliable than in the past and vehicle service contracts and other insurance products mitigate repair costs. IHS Markit&nbsp;predicts&nbsp;that the average vehicle age to continue rising, we expect this to be negative to vehicle growth as consumers hold on to their vehicles longer.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2607e627d74510558fe49d2964281f2e\" tg-width=\"475\" tg-height=\"425\" width=\"100%\" height=\"auto\"><span>Source: WolfStreet, Statista</span></p>\n<p>Moreover, we also expect the rise of the ride-sharing market to weigh on vehicle sales growth as people opt for alternative modes of transport. We assumed that the expected rise of ridesharing drivers to affect vehicle sales based on&nbsp;studies&nbsp;from MDPI which indicates that between 2 to 4.5 of vehicles could be replaced per ridesharing driver, Thus, we accounted for this trend in our projections by estimating the number of global ridesharing drivers at 14.2 mln and increasing by an average rate of 4.8% annually through 2030. Overall, we expect the vehicle unit sales growth to remain flattish beyond 2022 and derived a projected vehicle growth rate of 1.24% from 2023 to 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e471dd7dccfcac3165fd44f07949e57f\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>* E = B x C;A = E - F.Source: OCIA, Statista, MacroTrends, Khaveen Investments</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34311f8c2c8263b2e3e4556e8b46cf31\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OCIA, Statista, MacroTrends, Khaveen Investments</span></p>\n<p>In 2020, the top automaker by sales is tabulated below with Toyota and Volkswagen as the top 2 leading automakers in the world. These automakers have set targets to produce more electric vehicles for example BMW (OTCPK:BMWYY) is&nbsp;pushing&nbsp;for 15% to 25% of sales to be electric vehicles by 2025 while Honda (HMC) is striving for two thirds by 2030.</p>\n<p><b>Top Automakers in the World (2020)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40f179aa0bdaea075776d46ef0499fc\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OICA</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3a9c7e7e386452d904c98710820c9e8\" tg-width=\"604\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>Source: OICA</span></p>\n<p>The chart below shows the timeline for the deployment of advanced driver assistance systems with the vision of fully automated driving. The increasing adoption of more advanced features and functionalities are key for semiconductor growth as more content is required to power more complex electronics. Since the 1980s, the number of technologies and functionalities that provides an enhanced driving experience has increased with the rise of features such as ABS, adaptive cruise control, blind-spot warning, collision warnings, etc. In the future, more functionalities and support are expected to be adopted in vehicles like automated parking, on-demand mobility and even fully autonomous vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcda881b59b281eb3686d9f1b359f2\" tg-width=\"640\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Source: ResearchGate</span></p>\n<p>Overall, the rising applications of advanced automotive features and functionalities could spur the growth of the semiconductor market. For example, microcontrollers are used to&nbsp;control&nbsp;air conditioners, power windows, braking, headlights, and steering. Its adaptability and flexibility provide high performance and low power consumptions and the increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce more microcontrollers. With increasing vehicle autonomy, advanced ADAS SoC chips will be increasingly crucial to enable seamless driverless vehicle performance. Furthermore, the rise of EV and AV could also spur the growth of LEDs for automotive interiors as automakers&nbsp;capitalize&nbsp;on the benefits of driverless vehicles providing passengers with more freedom and seek greater comfort and atmosphere through enhanced lighting.</p>\n<p><b>Automotive Microcontrollers</b></p>\n<p>A microcontroller gathers input, processes this information, and outputs a certain action based on the information gathered. The&nbsp;increasing demand&nbsp;for comfort, safety and fuel economic vehicles drives the automakers to introduce microcontrollers. These new functions require local intelligence that can only be optimized using powerful microcontrollers. Microcontrollers ensure robust functionality in a harsh environment. Intense competition among automakers drives them to seek an innovative solution to differentiate their vehicles without compromising safety and cost. Microcontrollers in automobiles are present in large equipment to small devices and are used to manage air conditioners, power windows, braking, headlights, and steering. Microcontroller's adaptability and flexibility provide high performance and low power consumption and bring a revolutionary change in all aspects of the automobile industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b911a4f11ae85ef681eb11f30355e57f\" tg-width=\"575\" tg-height=\"249\" width=\"100%\" height=\"auto\"><span>Source: ee News</span></p>\n<p>The communication in automobiles, which is established by&nbsp;various microcontrollers, has control over both fail-safe systems and automotive fault-tolerant systems, where the microcontrollers cannot only serve to respond to mishaps and faults that occur to the car (anti-lock brake interference, accelerator, and broken lights), but also to duplicate as secondary units that continuously check the car (anti-lock brake interference, accelerator, and broken lights). When the car tires slip on a snow-covered road, this is an example of fault tolerance. The incident elicited a response from the driver, but it was also detected by a sensor microcontroller, which engaged the anti-clock braking system when the driver slammed on the brakes.</p>\n<p>From 1998 to 2011, we estimate that the number of MCUs in an average vehicle has grown at a CAGR of 8.2% from&nbsp;18&nbsp;to&nbsp;over&nbsp;50 MCUs as functionalities and features rise and become more common such as airbags, steering, suspension, braking, body control functions and power train. Premium vehicles have greater adoption of advanced functionalities thus requiring greater MCUs. An electronic control unit (ECU) is an&nbsp;embedded systeminautomotive electronics&nbsp;that controls one or more of the&nbsp;electrical systems&nbsp;or subsystems in a vehicle with MCUs as the main chip of the system. For example, a BMW 7 series in 2018 is&nbsp;estimated&nbsp;to have over 150 ECUs than the same model in&nbsp;2014&nbsp;with 65 between 60 to 65 ECUs which translates to a CAGR of 23.3% in the period as more advanced functionalities were introduced such as stability management systems, GPS based navigation systems, By-wire steering and braking systems, voice recognition; collision warning systems. With the continued development of new technologies and adoption across vehicles, the MCU content per vehicle is expected to rise with new&nbsp;features&nbsp;such as blind-spot information system, reversing assistant, adaptive cruise control, active roll mitigation, night vision assist, driver fatigue alert, rear cross-traffic alert, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3f3bd932a75f26d373639312813ed0a\" tg-width=\"903\" tg-height=\"332\" width=\"100%\" height=\"auto\"><span>Source: Elprocus, Kpit, Khaveen Investments</span></p>\n<p>The market players in the automotive microcontrollers market include Renesas (OTCPK:RNECF), NXP(NASDAQ:NXPI), Infineon (OTCQX:IFNNY), Texas Instruments (TXN) and Microchip Technology (MCHP). Renesas and NXP are the market leaders with former leverages on&nbsp;its dominant market share&nbsp;in MCU and its broad product portfolio. The latter offers comprehensive solutions for safe, connected vehicles and its S32G high-performance processor can significantly enhance calculated performance while simplifying software complexity. Infineon is a leader in the&nbsp;production&nbsp;of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Texas Instruments leverages technology to introduce an&nbsp;all-encompassing solution. Microchip Technology has a wide&nbsp;breadth&nbsp;of a portfolio of automotive-grade microcontrollers (MCUs).</p>\n<p><b>Market Share of Automotive Microcontrollers (2018 to 2020)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c907489e7885515f5dde40a5589e02d\" tg-width=\"905\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Source: Infineon, Strategy Analytics</span></p>\n<p>Based on the market share data from Strategy Analytics, Renesas and NXP are the top market leaders with market shares above 26% in 2020 respectively. However, competition is heating up as Infineon has gained market share to 16.9% in 2020 and 2019 as it acquired Cypress Semiconductors. The other companies trailing behind are Texas Instruments and Microchip. These companies cater to demand from leading automakers and Tier 1 suppliers listed in the table below. We see Infineon's strengths as having a wide customer base especially following its acquisition of Cypress in 2018 which further broadened its customer base to 11 automakers and Tier 1 manufacturers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fbaace4c7b6761af0363a866e6bedd\" tg-width=\"906\" tg-height=\"562\" width=\"100%\" height=\"auto\"><span>Source: Renesas, Dun &amp; Bradstreet, PRNewswire</span></p>\n<p><b>Top Pick: Infineon</b></p>\n<p>Infineon is a leader in the&nbsp;production&nbsp;of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Infineon's product portfolio also includes infotainment-specific microcontrollers, Bluetooth, cellular and GPS controllers, as well as high-frequency ICs, power semiconductors, LEDs and optical transceivers. Following the acquisition of Cypress, it has expanded its MCU product offering spanning across the entire automotive stack.</p>\n<p><img src=\"https://static.tigerbbs.com/d75b54014a53e0b8f82dca98e87ef933\" tg-width=\"640\" tg-height=\"480\" width=\"100%\" height=\"auto\"></p>\n<p>Infineon also recently developed its&nbsp;Traveo II Body microcontroller family. With this product family, Infineon can address a broad variety of automotive applications, including body control modules, door, window, sunroof and seat control units as well as in-cabin smartphone terminals and wireless charging units. This launch follows Infineon's acquisition of Cypress Semiconductor Corporation, which contributed to the product family. Infineon has also&nbsp;introduced&nbsp;its second-generation AURIX (TC3xx) microcontrollers. These are the first embedded safety controllers worldwide to be certified for the highest automotive safety integrity level (ASIL D). Moreover, with the&nbsp;commissioning&nbsp;of the fab in Villach that makes chips on large, 300 mm wafers, Infineon will add a twin to a similar plant in Dresden, Germany and thereby gain flexibility in production.</p>\n<p>Overall, the automotive MCU market consists of various top players with broad product developments and extensive customer bases. Though, we believe that Infineon is the best among the auto MCU suppliers following its acquisition of Cypress which expanded its product offerings across the entire automotive stack and it has key relationships with at least 4 of the top automakers and a large base of Tier 1 manufacturers. Based on our DCF valuation with a discount rate of 9.5% (company's WACC), our model shows an upside of 25.77%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5491210e96a9150a8992683064b88cf1\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>ADAS Soc</b></p>\n<p>The growth of the automotive vehicles market is&nbsp;attributed&nbsp;to the rising number of benefits offered by an unmanned vehicle as compared to traditional vehicles such as reduced road-crash risk, enhanced safety &amp; security, elimination in driver wages, secured mobility for disabled individuals and non-drivers, and increased comfort and flexibility offered by seamless operative systems. Autonomous vehicles are&nbsp;expected&nbsp;to account for about 12% of vehicles by 2030 representing an average annual growth rate of 73.2% by 2030. Assuming that 1 ADAS per vehicle, we assume that the annual growth rate for ADAS to be also at 73.2%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b99fb755a24c9d43dda9f1b6776a252\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Statista, Khaveen Investments</span></p>\n<p>The role of ADAS is to prevent accidents and injuries through more sophisticated vehicle systems. Essential safety-critical ADAS applications include pedestrian detection/avoidance, lane departure warning/correction, traffic sign recognition, automatic emergency braking, blind-spot detection, etc. These systems incorporate the latest interface standards and running multiple vision-based algorithms to support real-time multimedia, vision co-processing, and sensor fusion subsystems. With increasing autonomous capabilities and complexities, more advanced&nbsp;SoCs&nbsp;are required. Hardware designs are becoming increasingly complex and using more advanced nodes to meet performance requirements, its main role is to connect sensors to actuators through interfaces and high-performance ECUs (electronic controller units). The degree of self-driving capabilities is separated into 5 levels.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb74874b41b27ac551840247b4d80ec9\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: Synopsys</span></p>\n<p>Vehicles capable of sensing their environment with the increasing shift towards higher vehicle autonomy requires an&nbsp;increase&nbsp;in the electronic architecture of these vehicles. New integrated domain controllers require higher computing performance, better power efficiency and smaller forms. Mobileye was acquired by Intel (INTC) in 2017 and is developing its EyeQ product line while Qualcomm (QCOM) is trying to expand its presence in the market with the introduction of its Snapdragon Ride Platform. Though, we believe that Nvidia (NVDA) has several advantages over competitors in terms of anticipated performance and product roadmap and securing design wins across major automakers and Tier 1 suppliers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5211e4a065a23e7883e65a2a48edbd\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Company data, Research and Markets, Khaveen Investments</span></p>\n<p><b>Top pick: Nvidia</b></p>\n<p>Nvidia's product development with its Nvidia Drive lineup has been impressive. It&nbsp;introduced&nbsp;the Drive AGX Orin software-defined platform for L5 autonomous driving in 2019 with nearly 7x greater performance than previous-gen Xavier SoCs delivering over 2,000 TOPS with the integration of its GPU solutions. It is expected to begin mass production in 2022 based on Samsung's 8nm process. NVIDIA DRIVE ADAS platform is powered by Orin SoCs for active safety, automated driving, parking applications and AI cockpit capabilities. In comparison with Mobileye's EyeQ 5, the performance achieved is believed to be 24 TOPS but at a lower power consumption of 10 W than Nvidia's 750 W power consumption whereas Qualcomm's Snapdragon&nbsp;platform&nbsp;scales from 30 TOPS for L1/L2 to 700 TOPS at 130W for L4/L5.</p>\n<p>Moreover, another advantage that Nvidia has is its growing adoption of its SoCs by leading automakers. The company has 44 cars and 13 trucks Nvidia Drive partners as well as several robotaxi, Tier 1 suppliers, sensor and software partners. For example, it counts on Toyota and Mercedes Benz as two of the top automakers globally. Also, Volvo Cars, Zoox and SAIC are among the growing number of leading companies&nbsp;using&nbsp;the newest NVIDIA Drive solutions for their autonomous vehicles. Nvidia's automotive design win&nbsp;pipeline&nbsp;stood at $8 bln over the next 6 years. Whereas, Mobileye is&nbsp;active&nbsp;in 49 production programs across over 25 OEMs with key partners such as BMW, Geely (OTCPK:GELYF) and Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfffa1e1393ae33207769eb7245a36cd\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Nvidia</span></p>\n<p>Overall, despite Intel's current market leadership, we believe Nvidia to be the most promising in advanced ADAS SoCs due to its extensive partnerships with major automakers including Toyota, Mercedes Benz and Volvo and has 53 Nvidia DRIVE partners as well as Tier 1 manufacturers and software providers. Moreover, its touted Orin SoC appears to be highly promising with an impressive performance of up to 700 TOPs. As in our&nbsp;previous&nbsp;analysis on Nvidia, we valued the company based on a P/S valuation. Automotive accounts for only around 3% of revenues in FY2020 but we expect it to grow to above 8% of revenues by 2025 at a CAGR of 73.2% based on our projections of AV growth. Additionally, our base case assumes a 50% probability based on its continued progress to complete the Arm deal but also the regulatory approval headwinds. Moreover, we assume 100% of our derived synergies for the combined company to be realized through the acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ecd026760c8c0853a1334b32e841b08\" tg-width=\"725\" tg-height=\"680\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p>Our 1-year average price target for the bear, base and bull case is $271.34.50, $289.40, $318.22 with of an upside of 21.2%, 29.2% and 42.1%</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5ed64560aab637c2118f9752bad164f\" tg-width=\"904\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>Auto LEDs</b></p>\n<p>An LED is a diode that converts electrical energy into light. LEDs are almost 90% more&nbsp;efficient&nbsp;compared with halogen and incandescent lights due to their high-power efficiency and long-lasting nature. Rising demand for LEDs in vehicles is driven by&nbsp;stricter&nbsp;road safety regulations on vehicle lighting to promote passenger safety. The key advantages of LEDs are its design&nbsp;flexibility&nbsp;offered to automakers to accentuate their vehicle designs. Examples of applications where LEDs can be used are headlamps (high and low beam), brake lights, rear combination lamps, centre high mount stop lamps, daytime running lamps (DRLs), turn signals, interior reading lights (map lights), dome lights, accent lights, fog lamps, and position and marker lamps. Also, interior lighting is another area that could provide tremendous opportunities for LED adoption such as in ambient lighting, dashboard and instrument lighting. According to TrendForce, the LED&nbsp;penetration rate&nbsp;for cars has reached 53.1% in 2020 with the LED penetration rate for electric cars at 85% in 2020 and are likely to hit 60% and 90% in 2021 respectively. Besides that, the total number of LEDs for exterior and&nbsp;interior&nbsp;is expected to grow to 330 per vehicle in 2021 compared to 200 in 2019 and representing a CAGR of 28.45% with the additional innovative features. From 2010 to 2019, we estimate the CAGR to be around 16.65% from 50 LEDs per vehicle to 200 in 2019. Though, advancements in manufacturing processes are&nbsp;attributed&nbsp;to the declining ASPs of LEDs which has declined at a CAGR of -12% between 2010 to 2020. We expect that the continued advancement in LED manufacturing to result in declining ASPs by&nbsp;around&nbsp;a 5% CAGR by until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5531a72a1ca25f9d3e69cff8f7c6fa2f\" tg-width=\"902\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: LED Professional, Osram, Khaveen Investments</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a44120f579bede210dd5d2b592cf21fe\" tg-width=\"640\" tg-height=\"729\" width=\"100%\" height=\"auto\"><span>Source: Osram</span></p>\n<p><b>Top pick: Osram ('ams')</b></p>\n<p>In 2020, the key market leaders in the automotive LED market are Osram, Nichia and Lumileds which together accounted for 71.8% of the total market. Osram has consistently maintained its market leadership since 2018 as the number one player in LED packages with a market share of 36% in 2020 from 34.4% in the prior year. Based in Japan, Nichia is a top producer of LED packages which are&nbsp;characterized&nbsp;by high efficiency, flexible cluster configurations, and high luminous flux density. The company is a&nbsp;partner&nbsp;of Infineon and are also&nbsp;developing&nbsp;microLED technologies through a partnership. It&nbsp;claims&nbsp;that its new LED matrix will offer 180 times greater resolution than comparable solutions currently available. Furthermore, Lumileds is the third-largest LED chip company with a market share of 12.2% in 2020. The company is affiliated with Philips Lighting which serves&nbsp;automakers&nbsp;including Citroen, Ford, Kia (OTCPK:KIMTF), Tesla and Volkswagen. It also&nbsp;offers&nbsp;retrofitted LEDs to the German market allowing drivers to upgrade their headlights from halogen to Philips LED for safer driving.</p>\n<p>Though, we favor Osram as the leading LED supplier due to its solid market leadership, continuous product development and integration opportunities with ams'(OTCPK:AMSSY)optoelectrical solutions. Based in Germany and with a history of more than 100 years, Osram counts on the major German automakers with the likes of&nbsp;Volkswagen, BMW, Audi as partners.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9427d1c021dd4379f16758773c04f83d\" tg-width=\"629\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Source: LEDInside</span></p>\n<p>The company has a broad product portfolio of LED technologies for various aspects of vehicle lighting. It has&nbsp;collaborated&nbsp;with these automakers in product development such as with laser headlight technology as seen in the BMW i8 and the Audi (OTCPK:AUDVF) R8 LMX. Moreover, the company launched microLED developments and its Evyios hybrid headlamp module with 25,600&nbsp;pixels&nbsp;based on MicroLED technology. For more conventional LEDs, Osram's products are also&nbsp;used&nbsp;by its customers such as in the Audi A8.</p>\n<p>The business integration between ams and Osram is underway following the completion of the acquisition by ams. The combined company is running a broad set of programs to drive the creation of synergies and optimize its combined business portfolio. In terms of product innovation from the combined business, management has announced that portfolio alignment is in progress. The combined company possesses an outstanding technological and IP strength with over 15,000 patents. The integration of optics technologies, illumination and sensing across multiple active developments creates emerging opportunities in the automotive segment with a significant development focus including next-gen automotive lighting technology such as highly pixelated headlights and head-up display integrating AR to assist the driver and increase road safety. In addition, the company is also focusing on autonomous driving technologies with LIDAR and ADAS. The combination of ams and Osram edge-emitting laser and VCSEL capabilities for different LIDAR architectures put it in a unique position with a broad portfolio and leveraging the larger customer base of the combined firm.</p>\n<p>Overall, we believe that Osram which is owned by AMS to be the most promising LED chipmaker due to its solid market leadership as the leading player and exciting product development spanning across various LED technologies. Not to mention, we previouslyanalyzed the integration benefits between Osram and AMS' sensor resulting in a massive portfolio of product patents with key developments in LiDAR and microLEDs for EV and AV. Based on our DCF valuation with a discount rate of 7.1% (company's WACC), our model shows an upside of 28.65%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ece55afb466744e5a00c6d4bf205184e\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>Verdict</b></p>\n<p>Despite the flattish growth outlook of automotive sales in units at a projected rate of 1.24%, the rising semiconductor content in vehicles driven by the rising adoption of modern vehicle features and functionalities for safety, entertainment and connectivity bodes well for the semiconductor players. For example, we expect that with increasing vehicle functionality and more complex electronic systems in vehicles, the rise of MCU content in vehicles could continue at a long-term CAGR of 11.18%. With an extensive portfolio across the automotive stack, we believe Infineon could be a prime beneficiary of the growth opportunity with many relationships with automakers and Tier 1 suppliers. Moreover, the future rise of autonomous vehicle capability is expected is to drive demand for advanced ADAS SoCs in vehicles and we projected AV sales to grow by an average annual rate of 73.2% to 2030. Nvidia has extensive client wins of Nvidia Drive partners with a strong portfolio and roadmap. Lastly, we expect the rising LED adoption and content growth in both vehicle interior and exterior with a projected market growth rate of 12.9% to 2030 to benefit companies like Osram as our top pick as the leading LED chip supplier with key relationships in the German automobile industry and integration opportunities with ams. Overall, we rate Infineon as a<i>Buy</i>with a target price of&nbsp;<i>$54.37</i>, Nvidia as a Buy with a target price of&nbsp;<i>$289.40</i>&nbsp;and ams AG as a&nbsp;<i>Buy</i>&nbsp;with a target price of&nbsp;<i>$12.53.</i></p>\n<p><img src=\"https://static.tigerbbs.com/ad4fb0b3fa547a13a5131717eee6c47e\" tg-width=\"904\" tg-height=\"354\" 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>Top 3 Automotive Semiconductor Stocks To Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 3 Automotive Semiconductor Stocks To Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","IFNNF":"Infineon Technologies AG","OSAGF":"Osram Licht AG"},"source_url":"https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117147045","content_text":"Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.\nAutomotive MCUs are essential in various vehicle electronic systems and are forecasted to grow at a long-term CAGR of 11.18% based on the 20-year average.\nThe rise of autonomous vehicles is expected to spur demand for complex and advanced ADAS SoCs with autonomous vehicle unit growth projected to grow at a 73.9% average rate.\nFinally, automakers are incorporating more LEDs in their designs and to meet rising regulatory requirements as LED content grew at a CAGR of 18.8%.\n\nSource: Company Logos\nSemiconductors are used in all types of electronic devices across multiple applications. Automotive accounts for 10% of the semiconductor market. Although the outlook of vehicle sales in terms of unit sales growth is flattish as the average vehicle age continue to rise due to increased reliability and better maintenance capabilities as well as the rise of alternative transportation modes such as the emergence of ride-sharing, semiconductor growth is still expected to be strong driven by rising automotive features and functionalities across safety, infotainment, connectivity and automation. In this analysis, we analyzed the trends of rising chip content per vehicle across the automotive MCU, ADAS SoC and LED chips with the evolution of technological advancements which is a continuous trend across centuries since the invention of the automobile. The global vehicle sales growth has averaged at 1.9% since 2011. Among several factors driving growth includes rising GDP per capita of 2.1% on average in the past 10 years. We estimate the GDP per capita to rise by 2.7% until 2030 based on global GDP and population growth forecasts.\nSource: OCIA, MacroTrends, Khaveen Investments\nAlthough GDP per capita is rising, vehicle sales have been diverging from GDP growth as the average age of vehicles is also increasing to 11.85 years in 2020 worldwide on average. Vehicle owners are more comfortable holding cars longer because cars are more reliable than in the past and vehicle service contracts and other insurance products mitigate repair costs. IHS Markit predicts that the average vehicle age to continue rising, we expect this to be negative to vehicle growth as consumers hold on to their vehicles longer.\nSource: WolfStreet, Statista\nMoreover, we also expect the rise of the ride-sharing market to weigh on vehicle sales growth as people opt for alternative modes of transport. We assumed that the expected rise of ridesharing drivers to affect vehicle sales based on studies from MDPI which indicates that between 2 to 4.5 of vehicles could be replaced per ridesharing driver, Thus, we accounted for this trend in our projections by estimating the number of global ridesharing drivers at 14.2 mln and increasing by an average rate of 4.8% annually through 2030. Overall, we expect the vehicle unit sales growth to remain flattish beyond 2022 and derived a projected vehicle growth rate of 1.24% from 2023 to 2030.\n* E = B x C;A = E - F.Source: OCIA, Statista, MacroTrends, Khaveen Investments\nSource: OCIA, Statista, MacroTrends, Khaveen Investments\nIn 2020, the top automaker by sales is tabulated below with Toyota and Volkswagen as the top 2 leading automakers in the world. These automakers have set targets to produce more electric vehicles for example BMW (OTCPK:BMWYY) is pushing for 15% to 25% of sales to be electric vehicles by 2025 while Honda (HMC) is striving for two thirds by 2030.\nTop Automakers in the World (2020)\nSource: OICA\nSource: OICA\nThe chart below shows the timeline for the deployment of advanced driver assistance systems with the vision of fully automated driving. The increasing adoption of more advanced features and functionalities are key for semiconductor growth as more content is required to power more complex electronics. Since the 1980s, the number of technologies and functionalities that provides an enhanced driving experience has increased with the rise of features such as ABS, adaptive cruise control, blind-spot warning, collision warnings, etc. In the future, more functionalities and support are expected to be adopted in vehicles like automated parking, on-demand mobility and even fully autonomous vehicles.\nSource: ResearchGate\nOverall, the rising applications of advanced automotive features and functionalities could spur the growth of the semiconductor market. For example, microcontrollers are used to control air conditioners, power windows, braking, headlights, and steering. Its adaptability and flexibility provide high performance and low power consumptions and the increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce more microcontrollers. With increasing vehicle autonomy, advanced ADAS SoC chips will be increasingly crucial to enable seamless driverless vehicle performance. Furthermore, the rise of EV and AV could also spur the growth of LEDs for automotive interiors as automakers capitalize on the benefits of driverless vehicles providing passengers with more freedom and seek greater comfort and atmosphere through enhanced lighting.\nAutomotive Microcontrollers\nA microcontroller gathers input, processes this information, and outputs a certain action based on the information gathered. The increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce microcontrollers. These new functions require local intelligence that can only be optimized using powerful microcontrollers. Microcontrollers ensure robust functionality in a harsh environment. Intense competition among automakers drives them to seek an innovative solution to differentiate their vehicles without compromising safety and cost. Microcontrollers in automobiles are present in large equipment to small devices and are used to manage air conditioners, power windows, braking, headlights, and steering. Microcontroller's adaptability and flexibility provide high performance and low power consumption and bring a revolutionary change in all aspects of the automobile industry.\nSource: ee News\nThe communication in automobiles, which is established by various microcontrollers, has control over both fail-safe systems and automotive fault-tolerant systems, where the microcontrollers cannot only serve to respond to mishaps and faults that occur to the car (anti-lock brake interference, accelerator, and broken lights), but also to duplicate as secondary units that continuously check the car (anti-lock brake interference, accelerator, and broken lights). When the car tires slip on a snow-covered road, this is an example of fault tolerance. The incident elicited a response from the driver, but it was also detected by a sensor microcontroller, which engaged the anti-clock braking system when the driver slammed on the brakes.\nFrom 1998 to 2011, we estimate that the number of MCUs in an average vehicle has grown at a CAGR of 8.2% from 18 to over 50 MCUs as functionalities and features rise and become more common such as airbags, steering, suspension, braking, body control functions and power train. Premium vehicles have greater adoption of advanced functionalities thus requiring greater MCUs. An electronic control unit (ECU) is an embedded systeminautomotive electronics that controls one or more of the electrical systems or subsystems in a vehicle with MCUs as the main chip of the system. For example, a BMW 7 series in 2018 is estimated to have over 150 ECUs than the same model in 2014 with 65 between 60 to 65 ECUs which translates to a CAGR of 23.3% in the period as more advanced functionalities were introduced such as stability management systems, GPS based navigation systems, By-wire steering and braking systems, voice recognition; collision warning systems. With the continued development of new technologies and adoption across vehicles, the MCU content per vehicle is expected to rise with new features such as blind-spot information system, reversing assistant, adaptive cruise control, active roll mitigation, night vision assist, driver fatigue alert, rear cross-traffic alert, etc.\nSource: Elprocus, Kpit, Khaveen Investments\nThe market players in the automotive microcontrollers market include Renesas (OTCPK:RNECF), NXP(NASDAQ:NXPI), Infineon (OTCQX:IFNNY), Texas Instruments (TXN) and Microchip Technology (MCHP). Renesas and NXP are the market leaders with former leverages on its dominant market share in MCU and its broad product portfolio. The latter offers comprehensive solutions for safe, connected vehicles and its S32G high-performance processor can significantly enhance calculated performance while simplifying software complexity. Infineon is a leader in the production of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Texas Instruments leverages technology to introduce an all-encompassing solution. Microchip Technology has a wide breadth of a portfolio of automotive-grade microcontrollers (MCUs).\nMarket Share of Automotive Microcontrollers (2018 to 2020)\nSource: Infineon, Strategy Analytics\nBased on the market share data from Strategy Analytics, Renesas and NXP are the top market leaders with market shares above 26% in 2020 respectively. However, competition is heating up as Infineon has gained market share to 16.9% in 2020 and 2019 as it acquired Cypress Semiconductors. The other companies trailing behind are Texas Instruments and Microchip. These companies cater to demand from leading automakers and Tier 1 suppliers listed in the table below. We see Infineon's strengths as having a wide customer base especially following its acquisition of Cypress in 2018 which further broadened its customer base to 11 automakers and Tier 1 manufacturers.\nSource: Renesas, Dun & Bradstreet, PRNewswire\nTop Pick: Infineon\nInfineon is a leader in the production of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Infineon's product portfolio also includes infotainment-specific microcontrollers, Bluetooth, cellular and GPS controllers, as well as high-frequency ICs, power semiconductors, LEDs and optical transceivers. Following the acquisition of Cypress, it has expanded its MCU product offering spanning across the entire automotive stack.\n\nInfineon also recently developed its Traveo II Body microcontroller family. With this product family, Infineon can address a broad variety of automotive applications, including body control modules, door, window, sunroof and seat control units as well as in-cabin smartphone terminals and wireless charging units. This launch follows Infineon's acquisition of Cypress Semiconductor Corporation, which contributed to the product family. Infineon has also introduced its second-generation AURIX (TC3xx) microcontrollers. These are the first embedded safety controllers worldwide to be certified for the highest automotive safety integrity level (ASIL D). Moreover, with the commissioning of the fab in Villach that makes chips on large, 300 mm wafers, Infineon will add a twin to a similar plant in Dresden, Germany and thereby gain flexibility in production.\nOverall, the automotive MCU market consists of various top players with broad product developments and extensive customer bases. Though, we believe that Infineon is the best among the auto MCU suppliers following its acquisition of Cypress which expanded its product offerings across the entire automotive stack and it has key relationships with at least 4 of the top automakers and a large base of Tier 1 manufacturers. Based on our DCF valuation with a discount rate of 9.5% (company's WACC), our model shows an upside of 25.77%.\nSource: Khaveen Investments\nADAS Soc\nThe growth of the automotive vehicles market is attributed to the rising number of benefits offered by an unmanned vehicle as compared to traditional vehicles such as reduced road-crash risk, enhanced safety & security, elimination in driver wages, secured mobility for disabled individuals and non-drivers, and increased comfort and flexibility offered by seamless operative systems. Autonomous vehicles are expected to account for about 12% of vehicles by 2030 representing an average annual growth rate of 73.2% by 2030. Assuming that 1 ADAS per vehicle, we assume that the annual growth rate for ADAS to be also at 73.2%.\nSource: Statista, Khaveen Investments\nThe role of ADAS is to prevent accidents and injuries through more sophisticated vehicle systems. Essential safety-critical ADAS applications include pedestrian detection/avoidance, lane departure warning/correction, traffic sign recognition, automatic emergency braking, blind-spot detection, etc. These systems incorporate the latest interface standards and running multiple vision-based algorithms to support real-time multimedia, vision co-processing, and sensor fusion subsystems. With increasing autonomous capabilities and complexities, more advanced SoCs are required. Hardware designs are becoming increasingly complex and using more advanced nodes to meet performance requirements, its main role is to connect sensors to actuators through interfaces and high-performance ECUs (electronic controller units). The degree of self-driving capabilities is separated into 5 levels.\nSource: Synopsys\nVehicles capable of sensing their environment with the increasing shift towards higher vehicle autonomy requires an increase in the electronic architecture of these vehicles. New integrated domain controllers require higher computing performance, better power efficiency and smaller forms. Mobileye was acquired by Intel (INTC) in 2017 and is developing its EyeQ product line while Qualcomm (QCOM) is trying to expand its presence in the market with the introduction of its Snapdragon Ride Platform. Though, we believe that Nvidia (NVDA) has several advantages over competitors in terms of anticipated performance and product roadmap and securing design wins across major automakers and Tier 1 suppliers.\nSource: Company data, Research and Markets, Khaveen Investments\nTop pick: Nvidia\nNvidia's product development with its Nvidia Drive lineup has been impressive. It introduced the Drive AGX Orin software-defined platform for L5 autonomous driving in 2019 with nearly 7x greater performance than previous-gen Xavier SoCs delivering over 2,000 TOPS with the integration of its GPU solutions. It is expected to begin mass production in 2022 based on Samsung's 8nm process. NVIDIA DRIVE ADAS platform is powered by Orin SoCs for active safety, automated driving, parking applications and AI cockpit capabilities. In comparison with Mobileye's EyeQ 5, the performance achieved is believed to be 24 TOPS but at a lower power consumption of 10 W than Nvidia's 750 W power consumption whereas Qualcomm's Snapdragon platform scales from 30 TOPS for L1/L2 to 700 TOPS at 130W for L4/L5.\nMoreover, another advantage that Nvidia has is its growing adoption of its SoCs by leading automakers. The company has 44 cars and 13 trucks Nvidia Drive partners as well as several robotaxi, Tier 1 suppliers, sensor and software partners. For example, it counts on Toyota and Mercedes Benz as two of the top automakers globally. Also, Volvo Cars, Zoox and SAIC are among the growing number of leading companies using the newest NVIDIA Drive solutions for their autonomous vehicles. Nvidia's automotive design win pipeline stood at $8 bln over the next 6 years. Whereas, Mobileye is active in 49 production programs across over 25 OEMs with key partners such as BMW, Geely (OTCPK:GELYF) and Ford.\nSource: Nvidia\nOverall, despite Intel's current market leadership, we believe Nvidia to be the most promising in advanced ADAS SoCs due to its extensive partnerships with major automakers including Toyota, Mercedes Benz and Volvo and has 53 Nvidia DRIVE partners as well as Tier 1 manufacturers and software providers. Moreover, its touted Orin SoC appears to be highly promising with an impressive performance of up to 700 TOPs. As in our previous analysis on Nvidia, we valued the company based on a P/S valuation. Automotive accounts for only around 3% of revenues in FY2020 but we expect it to grow to above 8% of revenues by 2025 at a CAGR of 73.2% based on our projections of AV growth. Additionally, our base case assumes a 50% probability based on its continued progress to complete the Arm deal but also the regulatory approval headwinds. Moreover, we assume 100% of our derived synergies for the combined company to be realized through the acquisition.\nSource: Khaveen Investments\nOur 1-year average price target for the bear, base and bull case is $271.34.50, $289.40, $318.22 with of an upside of 21.2%, 29.2% and 42.1%\nSource: Khaveen Investments\nAuto LEDs\nAn LED is a diode that converts electrical energy into light. LEDs are almost 90% more efficient compared with halogen and incandescent lights due to their high-power efficiency and long-lasting nature. Rising demand for LEDs in vehicles is driven by stricter road safety regulations on vehicle lighting to promote passenger safety. The key advantages of LEDs are its design flexibility offered to automakers to accentuate their vehicle designs. Examples of applications where LEDs can be used are headlamps (high and low beam), brake lights, rear combination lamps, centre high mount stop lamps, daytime running lamps (DRLs), turn signals, interior reading lights (map lights), dome lights, accent lights, fog lamps, and position and marker lamps. Also, interior lighting is another area that could provide tremendous opportunities for LED adoption such as in ambient lighting, dashboard and instrument lighting. According to TrendForce, the LED penetration rate for cars has reached 53.1% in 2020 with the LED penetration rate for electric cars at 85% in 2020 and are likely to hit 60% and 90% in 2021 respectively. Besides that, the total number of LEDs for exterior and interior is expected to grow to 330 per vehicle in 2021 compared to 200 in 2019 and representing a CAGR of 28.45% with the additional innovative features. From 2010 to 2019, we estimate the CAGR to be around 16.65% from 50 LEDs per vehicle to 200 in 2019. Though, advancements in manufacturing processes are attributed to the declining ASPs of LEDs which has declined at a CAGR of -12% between 2010 to 2020. We expect that the continued advancement in LED manufacturing to result in declining ASPs by around a 5% CAGR by until 2030.\nSource: LED Professional, Osram, Khaveen Investments\nSource: Osram\nTop pick: Osram ('ams')\nIn 2020, the key market leaders in the automotive LED market are Osram, Nichia and Lumileds which together accounted for 71.8% of the total market. Osram has consistently maintained its market leadership since 2018 as the number one player in LED packages with a market share of 36% in 2020 from 34.4% in the prior year. Based in Japan, Nichia is a top producer of LED packages which are characterized by high efficiency, flexible cluster configurations, and high luminous flux density. The company is a partner of Infineon and are also developing microLED technologies through a partnership. It claims that its new LED matrix will offer 180 times greater resolution than comparable solutions currently available. Furthermore, Lumileds is the third-largest LED chip company with a market share of 12.2% in 2020. The company is affiliated with Philips Lighting which serves automakers including Citroen, Ford, Kia (OTCPK:KIMTF), Tesla and Volkswagen. It also offers retrofitted LEDs to the German market allowing drivers to upgrade their headlights from halogen to Philips LED for safer driving.\nThough, we favor Osram as the leading LED supplier due to its solid market leadership, continuous product development and integration opportunities with ams'(OTCPK:AMSSY)optoelectrical solutions. Based in Germany and with a history of more than 100 years, Osram counts on the major German automakers with the likes of Volkswagen, BMW, Audi as partners.\nSource: LEDInside\nThe company has a broad product portfolio of LED technologies for various aspects of vehicle lighting. It has collaborated with these automakers in product development such as with laser headlight technology as seen in the BMW i8 and the Audi (OTCPK:AUDVF) R8 LMX. Moreover, the company launched microLED developments and its Evyios hybrid headlamp module with 25,600 pixels based on MicroLED technology. For more conventional LEDs, Osram's products are also used by its customers such as in the Audi A8.\nThe business integration between ams and Osram is underway following the completion of the acquisition by ams. The combined company is running a broad set of programs to drive the creation of synergies and optimize its combined business portfolio. In terms of product innovation from the combined business, management has announced that portfolio alignment is in progress. The combined company possesses an outstanding technological and IP strength with over 15,000 patents. The integration of optics technologies, illumination and sensing across multiple active developments creates emerging opportunities in the automotive segment with a significant development focus including next-gen automotive lighting technology such as highly pixelated headlights and head-up display integrating AR to assist the driver and increase road safety. In addition, the company is also focusing on autonomous driving technologies with LIDAR and ADAS. The combination of ams and Osram edge-emitting laser and VCSEL capabilities for different LIDAR architectures put it in a unique position with a broad portfolio and leveraging the larger customer base of the combined firm.\nOverall, we believe that Osram which is owned by AMS to be the most promising LED chipmaker due to its solid market leadership as the leading player and exciting product development spanning across various LED technologies. Not to mention, we previouslyanalyzed the integration benefits between Osram and AMS' sensor resulting in a massive portfolio of product patents with key developments in LiDAR and microLEDs for EV and AV. Based on our DCF valuation with a discount rate of 7.1% (company's WACC), our model shows an upside of 28.65%.\nSource: Khaveen Investments\nVerdict\nDespite the flattish growth outlook of automotive sales in units at a projected rate of 1.24%, the rising semiconductor content in vehicles driven by the rising adoption of modern vehicle features and functionalities for safety, entertainment and connectivity bodes well for the semiconductor players. For example, we expect that with increasing vehicle functionality and more complex electronic systems in vehicles, the rise of MCU content in vehicles could continue at a long-term CAGR of 11.18%. With an extensive portfolio across the automotive stack, we believe Infineon could be a prime beneficiary of the growth opportunity with many relationships with automakers and Tier 1 suppliers. Moreover, the future rise of autonomous vehicle capability is expected is to drive demand for advanced ADAS SoCs in vehicles and we projected AV sales to grow by an average annual rate of 73.2% to 2030. Nvidia has extensive client wins of Nvidia Drive partners with a strong portfolio and roadmap. Lastly, we expect the rising LED adoption and content growth in both vehicle interior and exterior with a projected market growth rate of 12.9% to 2030 to benefit companies like Osram as our top pick as the leading LED chip supplier with key relationships in the German automobile industry and integration opportunities with ams. Overall, we rate Infineon as aBuywith a target price of $54.37, Nvidia as a Buy with a target price of $289.40 and ams AG as a Buy with a target price of $12.53.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829637453,"gmtCreate":1633496801977,"gmtModify":1633497121551,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829637453","repostId":"2173146915","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829637840,"gmtCreate":1633496770785,"gmtModify":1633497121506,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829637840","repostId":"2173146915","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":845197661,"gmtCreate":1636297994974,"gmtModify":1636297995059,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/845197661","repostId":"2181740934","repostType":4,"repost":{"id":"2181740934","pubTimestamp":1636261200,"share":"https://www.laohu8.com/m/news/2181740934?lang=&edition=full","pubTime":"2021-11-07 13:00","market":"us","language":"en","title":"SolarWinds investors allege board knew about cyber risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2181740934","media":"The Straits Times","summary":"NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they ","content":"<div>\n<p>NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>SolarWinds investors allege board knew about cyber risks</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\">\nSolarWinds investors allege board knew about cyber risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWI":"SolarWinds Corp"},"source_url":"http://www.straitstimes.com/tech/tech-news/solarwinds-investors-allege-board-knew-about-cyber-risks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181740934","content_text":"NEW YORK (REUTERS) - SolarWinds investors have sued the software company's directors, alleging they knew about and failed to monitor cyber-security risks to the company ahead of a breach that created a vulnerability in thousands of its customers' systems.\nThe lawsuit filed in Delaware on Thursday (Nov 4) appears to be the first based on records shareholders demanded from the company after Reuters reported last December that malicious code inserted into one of the company's software updates left United States government agencies and companies exposed.\nThe lawsuit names a mix of current and former directors as defendants.\nA SolarWinds spokesman said the company does not comment on pending litigation, but noted it is focused on \"deepening\" customer relationships and \"openly discussing our Secure by Design initiatives as we look to set the standard for secure software development\".\nLed by a Missouri pension fund, the investors allege that the board failed to implement procedures to monitor cyber-security risks, such as requiring the company's management to report on those risks regularly.\nThey are seeking damages on behalf of the company and to reform the company's policies on cyber-security oversight.\nThe lawsuit is the latest fallout over the breach of SolarWinds' software, which gave hackers access to the data of thousands of companies and government offices that used its products and which US officials have attributed to Russia.\nSolarWinds has said it is cooperating with investigations into the breach by the US Securities and Exchange Commission, Department of Justice and others. The company has moved to dismiss another shareholder lawsuit seeking damages for a decline in its share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841968602,"gmtCreate":1635868997687,"gmtModify":1635868997687,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/841968602","repostId":"1196473052","repostType":4,"repost":{"id":"1196473052","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":1635867252,"share":"https://www.laohu8.com/m/news/1196473052?lang=&edition=full","pubTime":"2021-11-02 23:34","market":"us","language":"en","title":"Sea Limited stock rose 1.8% to return to $360","url":"https://stock-news.laohu8.com/highlight/detail?id=1196473052","media":"Tiger Newspress","summary":"Sea Limited stock rose 1.8% to return to $360 in morning trading.Sea Limited plans to announce its t","content":"<p>Sea Limited stock rose 1.8% to return to $360&nbsp;in&nbsp;morning trading.Sea Limited&nbsp;plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.</p>\n<p><img src=\"https://static.tigerbbs.com/83a11802a42006187d6abc47352eba1a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited stock rose 1.8% to return to $360</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited stock rose 1.8% to return to $360\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\">2021-11-02 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Limited stock rose 1.8% to return to $360&nbsp;in&nbsp;morning trading.Sea Limited&nbsp;plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.</p>\n<p><img src=\"https://static.tigerbbs.com/83a11802a42006187d6abc47352eba1a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196473052","content_text":"Sea Limited stock rose 1.8% to return to $360 in morning trading.Sea Limited plans to announce its third quarter 2021 results before the U.S. market opens on November 16, 2021, U.S. Eastern Time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842369142,"gmtCreate":1636136286398,"gmtModify":1636136286499,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842369142","repostId":"2181710190","repostType":4,"repost":{"id":"2181710190","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":1636120628,"share":"https://www.laohu8.com/m/news/2181710190?lang=&edition=full","pubTime":"2021-11-05 21:57","market":"us","language":"en","title":"Canada Goose beats quarterly revenue estimates on strong demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2181710190","media":"Reuters","summary":"Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Frida","content":"<p>Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.</p>\n<p>Canada Goose&nbsp;stock&nbsp;Popped&nbsp;17%&nbsp;in&nbsp;morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/02c814d2ca61cfe21b1d5d6529a6a585\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Luxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.</p>\n<p>Chinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.</p>\n<p>Revenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.</p>\n<p>Net income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.</p>\n<p>($1 = 1.2475 Canadian dollars)</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>Canada Goose beats quarterly revenue estimates on strong demand</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\">\nCanada Goose beats quarterly revenue estimates on strong demand\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\">2021-11-05 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.</p>\n<p>Canada Goose&nbsp;stock&nbsp;Popped&nbsp;17%&nbsp;in&nbsp;morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/02c814d2ca61cfe21b1d5d6529a6a585\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Luxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.</p>\n<p>Chinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.</p>\n<p>Revenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.</p>\n<p>Net income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.</p>\n<p>($1 = 1.2475 Canadian dollars)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOS":"加拿大鹅"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181710190","content_text":"Nov 5 (Reuters) -Canada Goose Holdings Inc beat Wall Street estimates for quarterly revenue on Friday, driven by surging online sales and a strong demand for its luxury parkas amid the reopening of major economies.\nCanada Goose stock Popped 17% in morning trading.\n\nLuxury goods makers have seen a strong recovery from the global health crisis, boosted by pent-up demand for everything from high-end clothing to designer bags and shoes, even as travel restrictions continue to dampen demand from tourists.\nChinese consumers, known to splurge on high-end Western brands, lifted Canada Goose in the quarter as they continued to purchase its parkas and jackets despite fresh lockdowns in some cities due to the Delta variant of the virus.\nRevenue rose to C$232.9 million ($186.69 million) in the second quarter ended Sept. 26, from C$194.8 million a year earlier, beating analysts' estimates of C$206.1 million, according to Refinitiv IBES.\nNet income fell to C$9.0 million, or 8 Canadian cents per share, from C$10.4 million, or 9 Canadian cents per share, a year earlier.\n($1 = 1.2475 Canadian dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829637453,"gmtCreate":1633496801977,"gmtModify":1633497121551,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829637453","repostId":"2173146915","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859743367,"gmtCreate":1634738190723,"gmtModify":1634738534952,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859743367","repostId":"2176438191","repostType":4,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853414484,"gmtCreate":1634828972138,"gmtModify":1634829019863,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853414484","repostId":"1174670603","repostType":4,"repost":{"id":"1174670603","pubTimestamp":1634826703,"share":"https://www.laohu8.com/m/news/1174670603?lang=&edition=full","pubTime":"2021-10-21 22:31","market":"us","language":"en","title":"Roku warns of YouTube TV split over search disputes","url":"https://stock-news.laohu8.com/highlight/detail?id=1174670603","media":"seekingalpha","summary":"Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if ","content":"<p>Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.</p>\n<p>\"Recently we have seen a disturbing trend that threatens the vibrant and competitive TV streaming ecosystem,\" Roku says in a blog entry. \"Rather than embracing a mutually beneficial partnership approach, some Big Tech enterprises are using their market power to extend control over independent businesses, like Roku, to benefit their broader business objectives at the expense of the consumer, putting a fair and open competitive streaming marketplace at risk.\"</p>\n<p>Since April, Roku says, it's been working with Google to renew the partnership and says it is committed to keep YouTube TV available while pursuing a new deal.</p>\n<p>But it says it's not concerned about money: \"We have not asked for a single change in the financial terms of our existing agreement. In fact, Roku does not earn a single dollar from YouTube’s ad supported video sharing service today, whereas Google makes hundreds of millions of dollars from the YouTube app on Roku.\"</p>\n<p>It says Google continues to interfere with Roku's independent search results, requiring a preference for YouTube over other providers, and that Google is discriminating by demanding search, voice and data features that it doesn't insist on from other streaming platforms.</p>\n<p>The dispute has been festering for months.In May, YouTube TV set up a workaround allowing Roku customers access to YouTube TV from within its YouTube app.</p>","source":"seekingalpha","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>Roku warns of YouTube TV split over search disputes</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\">\nRoku warns of YouTube TV split over search disputes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.\n\"Recently we have seen a disturbing trend ...</p>\n\n<a href=\"https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3756160-roku-warns-of-youtube-tv-split-over-search-disputes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1174670603","content_text":"Roku (ROKU+0.2%) is warning that YouTube TV (GOOG-0.3%,GOOGL-0.2%) maycome off the Roku platform if the two can't come to a deal resolving search concerns.\n\"Recently we have seen a disturbing trend that threatens the vibrant and competitive TV streaming ecosystem,\" Roku says in a blog entry. \"Rather than embracing a mutually beneficial partnership approach, some Big Tech enterprises are using their market power to extend control over independent businesses, like Roku, to benefit their broader business objectives at the expense of the consumer, putting a fair and open competitive streaming marketplace at risk.\"\nSince April, Roku says, it's been working with Google to renew the partnership and says it is committed to keep YouTube TV available while pursuing a new deal.\nBut it says it's not concerned about money: \"We have not asked for a single change in the financial terms of our existing agreement. In fact, Roku does not earn a single dollar from YouTube’s ad supported video sharing service today, whereas Google makes hundreds of millions of dollars from the YouTube app on Roku.\"\nIt says Google continues to interfere with Roku's independent search results, requiring a preference for YouTube over other providers, and that Google is discriminating by demanding search, voice and data features that it doesn't insist on from other streaming platforms.\nThe dispute has been festering for months.In May, YouTube TV set up a workaround allowing Roku customers access to YouTube TV from within its YouTube app.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850974232,"gmtCreate":1634549907208,"gmtModify":1634550295907,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850974232","repostId":"1117595956","repostType":4,"repost":{"id":"1117595956","pubTimestamp":1634547456,"share":"https://www.laohu8.com/m/news/1117595956?lang=&edition=full","pubTime":"2021-10-18 16:57","market":"us","language":"en","title":"Stock Futures Fall After Weak China Growth Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1117595956","media":"The Wall Street Journal","summary":"China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previou","content":"<blockquote>\n <b>China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.</b>\n</blockquote>\n<p>U.S. stock futures edged lower after data showed that&nbsp;China’s economic growth slowed sharply&nbsp;in the third quarter, and investors weighed the risk to global growth from stickier-than-anticipated inflation, supply-chain problems and heightened demand for energy.</p>\n<p>Futures for the S&amp;P 500 declined 0.2% Monday, indicating that the broad market index will dip after&nbsp;notching its best week since July&nbsp;last week. Contracts for the tech-focused Nasdaq-100 fell 0.3% and futures for the Dow Jones Industrial Average edged 0.2% lower.</p>\n<p>Data out Monday showed China’s economy grew 4.9% in the third quarter from a year prior, a slowdown from the second quarter’s 7.9% rate. Power shortages and supply-chain problems added to the impact of Beijing’s efforts to rein in its property and technology sectors.</p>\n<p>The slower growth data are “a reminder that China is expected to lose some of its momentum, but also how these global issues like the energy crisis and supply chain issues will filter through to global growth,” said Edward Park, chief investment officer at U.K. investment firm Brooks Macdonald. “There’s just a bit of rebasing of expectations for China and the rest of the world.”</p>\n<p>Major indexes in Asia closed slightly lower. China’s Shanghai Composite was down 0.1%, while the CSI 300 index of large stocks listed in either Shanghai or Shenzhen closed 1.2% lower. Hong Kong’s Hang Seng rose at the end of trading, to close up 0.3%.</p>\n<p>“We’re in a mid-cycle slowdown,” said David Chao, global market strategist for the Asia Pacific ex-Japan region at Invesco, adding that Chinese markets were in for continued uncertainty and volatility in the near term. Still, he added: “Keep in mind the government has many tools to propel the economy forward.”</p>\n<p>Brent crude futures, the benchmark in global oil markets, rose 0.9% to $85.65 a barrel. Last week, Brent crude notched its eighth consecutive week of gains—its longest such streak since a 10-week period through April 30, 1999.</p>\n<p>A strong start to earnings season has underpinned hopes that companies can weather mounting challenges. Albertsons and&nbsp;State Street&nbsp;are set to report quarterly results before the market opens.</p>\n<p>Bitcoin, the world’s largest cryptocurrency by market value, gained 4.1% from its 5 p.m. ET level Sunday to trade at $61,932.69. The U.S.’s first&nbsp;bitcoin exchange-traded fundis expected to start trading Tuesday.</p>\n<p>In bond markets, the yield on the 10-year Treasury note ticked up to 1.603% Monday, from 1.574% Friday. Yields rise when prices fall.</p>\n<p>Overseas, the pan-continental Stoxx Europe 600 fell 0.4%, with losses led by the travel and leisure sector.</p>\n<p>U.S. industrial production data for September, due at 9:15 a.m. ET, is expected to show a seventh consecutive monthly increase. The measure of output at factories, mines and utilities has been buoyed by strong consumer demand for manufactured goods, though supply-chain disruptions and a semiconductor shortage could curtail auto production and drag down headline figures.</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>Stock Futures Fall After Weak China Growth Data</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\">\nStock Futures Fall After Weak China Growth Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.\n\nU.S. stock futures edged lower after data showed that China’s economic growth slowed ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-10-18-2021-11634542924","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117595956","content_text":"China’s economy grew 4.9% in the third quarter from a year earlier, slowing sharply from the previous period.\n\nU.S. stock futures edged lower after data showed that China’s economic growth slowed sharply in the third quarter, and investors weighed the risk to global growth from stickier-than-anticipated inflation, supply-chain problems and heightened demand for energy.\nFutures for the S&P 500 declined 0.2% Monday, indicating that the broad market index will dip after notching its best week since July last week. Contracts for the tech-focused Nasdaq-100 fell 0.3% and futures for the Dow Jones Industrial Average edged 0.2% lower.\nData out Monday showed China’s economy grew 4.9% in the third quarter from a year prior, a slowdown from the second quarter’s 7.9% rate. Power shortages and supply-chain problems added to the impact of Beijing’s efforts to rein in its property and technology sectors.\nThe slower growth data are “a reminder that China is expected to lose some of its momentum, but also how these global issues like the energy crisis and supply chain issues will filter through to global growth,” said Edward Park, chief investment officer at U.K. investment firm Brooks Macdonald. “There’s just a bit of rebasing of expectations for China and the rest of the world.”\nMajor indexes in Asia closed slightly lower. China’s Shanghai Composite was down 0.1%, while the CSI 300 index of large stocks listed in either Shanghai or Shenzhen closed 1.2% lower. Hong Kong’s Hang Seng rose at the end of trading, to close up 0.3%.\n“We’re in a mid-cycle slowdown,” said David Chao, global market strategist for the Asia Pacific ex-Japan region at Invesco, adding that Chinese markets were in for continued uncertainty and volatility in the near term. Still, he added: “Keep in mind the government has many tools to propel the economy forward.”\nBrent crude futures, the benchmark in global oil markets, rose 0.9% to $85.65 a barrel. Last week, Brent crude notched its eighth consecutive week of gains—its longest such streak since a 10-week period through April 30, 1999.\nA strong start to earnings season has underpinned hopes that companies can weather mounting challenges. Albertsons and State Street are set to report quarterly results before the market opens.\nBitcoin, the world’s largest cryptocurrency by market value, gained 4.1% from its 5 p.m. ET level Sunday to trade at $61,932.69. The U.S.’s first bitcoin exchange-traded fundis expected to start trading Tuesday.\nIn bond markets, the yield on the 10-year Treasury note ticked up to 1.603% Monday, from 1.574% Friday. Yields rise when prices fall.\nOverseas, the pan-continental Stoxx Europe 600 fell 0.4%, with losses led by the travel and leisure sector.\nU.S. industrial production data for September, due at 9:15 a.m. ET, is expected to show a seventh consecutive monthly increase. The measure of output at factories, mines and utilities has been buoyed by strong consumer demand for manufactured goods, though supply-chain disruptions and a semiconductor shortage could curtail auto production and drag down headline figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847961811,"gmtCreate":1636472761503,"gmtModify":1636472761580,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847961811","repostId":"2182570750","repostType":4,"repost":{"id":"2182570750","pubTimestamp":1636464601,"share":"https://www.laohu8.com/m/news/2182570750?lang=&edition=full","pubTime":"2021-11-09 21:30","market":"us","language":"en","title":"Peloton reveals a $495 webcam that tracks your body movements amid pressure","url":"https://stock-news.laohu8.com/highlight/detail?id=2182570750","media":"Yahoo Finance","summary":"Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece ","content":"<p>Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece of dust-collecting hardware, but rather a high-tech $495 webcam.</p>\n<p>On Tuesday, the company revealed the long rumored Peloton Guide. It will be released in the U.S. and Canada in early 2022, followed by rollouts in the UK, Australia and Germany.</p>\n<p>In its simplest definition, the Guide attaches to the top of your TV or in front of it. The AI functions in the camera will track your movement in real-time, giving feedback on the screen if the exercise is being done correctly. It can be controlled with your voice.</p>\n<p>“Peloton Guide demystifies strength training to create a more engaging experience that will help members stay motivated. We combined our world-class instructors and class content with the best machine learning technology to create a whole new way to train. This is just the beginning for Peloton strength. Guide will keep getting smarter so it can grow stronger alongside our members,\" said Peloton co-founder and chief product officer Tom Cortese in a statement.</p>\n<p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-11/7b24f380-4149-11ec-97df-704eff37a4d2\" tg-width=\"2004\" tg-height=\"1142\" width=\"100%\" height=\"auto\"><span>The newest Peloton product, the Peloton Guide.Peloton</span></p>\n<p>For Peloton's sake, it better sell a lot of Guides this holiday season.</p>\n<p>Peloton's stock crashed more than 30% on Nov. 5 after the company said that connected fitness subscribers of 2.49 million was roughly in-line with analyst estimates. The number of workouts on the platform trended lower for the second consecutive quarter. Sales fell well short of analyst estimates, and the company posted a wider loss than expected.</p>\n<p>The stock has stayed under pressure since the report.</p>\n<p>Peloton also slashed its full-fiscal year outlook.</p>\n<p>The company sees full-year sales of $4.4 billion to $4.8 million, down sharply from $5.4 billion previously. Peloton expected a full-year adjusted operating loss of $425 million to $475 million. The company had expected an operating loss of $325 million.</p>\n<p>To be sure, the bulls on Peloton were few and far between in the wake of its disappointing earnings day. Analysts across the board cut their forward financial estimates, and voiced concern the new outlook wasn't \"kitchen sink.\"</p>\n<p>\"The results suggest Peloton's post-pandemic surge has dissipated, pressuring its ability to forecast, ironic as most consumer companies are now cheering visibility... a fact echoed through price cuts, as everyone flags inflation/scarcity. We worry lowered numbers remain too optimistic and that the biggest issues may actually lie ahead — in racing to meet pandemic-driven demand, the company embarked on a massive investment spree (Tonic, Precor, POP) dwindling cash and ballooning inventory just as demand tapered,\" said long-time Peloton bear Simeon Siegel at BMO Capital Markets.</p>\n<p>Siegel reiterated an Underperform rating on Peloton and issued a $45 price target.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton reveals a $495 webcam that tracks your body movements amid pressure</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\">\nPeloton reveals a $495 webcam that tracks your body movements amid pressure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece of dust-collecting hardware, but rather a high-tech $495 webcam.\nOn Tuesday, the company revealed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLNT":"Planet Fitness Inc","PTON":"Peloton Interactive, Inc."},"source_url":"https://finance.yahoo.com/news/peloton-reveals-a-495-webcam-that-tracks-your-body-movements-amid-pressure-130030866.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2182570750","content_text":"Peloton's (PTON) answer to rivals Mirror and Tonal in the strength category isn't a large new piece of dust-collecting hardware, but rather a high-tech $495 webcam.\nOn Tuesday, the company revealed the long rumored Peloton Guide. It will be released in the U.S. and Canada in early 2022, followed by rollouts in the UK, Australia and Germany.\nIn its simplest definition, the Guide attaches to the top of your TV or in front of it. The AI functions in the camera will track your movement in real-time, giving feedback on the screen if the exercise is being done correctly. It can be controlled with your voice.\n“Peloton Guide demystifies strength training to create a more engaging experience that will help members stay motivated. We combined our world-class instructors and class content with the best machine learning technology to create a whole new way to train. This is just the beginning for Peloton strength. Guide will keep getting smarter so it can grow stronger alongside our members,\" said Peloton co-founder and chief product officer Tom Cortese in a statement.\nThe newest Peloton product, the Peloton Guide.Peloton\nFor Peloton's sake, it better sell a lot of Guides this holiday season.\nPeloton's stock crashed more than 30% on Nov. 5 after the company said that connected fitness subscribers of 2.49 million was roughly in-line with analyst estimates. The number of workouts on the platform trended lower for the second consecutive quarter. Sales fell well short of analyst estimates, and the company posted a wider loss than expected.\nThe stock has stayed under pressure since the report.\nPeloton also slashed its full-fiscal year outlook.\nThe company sees full-year sales of $4.4 billion to $4.8 million, down sharply from $5.4 billion previously. Peloton expected a full-year adjusted operating loss of $425 million to $475 million. The company had expected an operating loss of $325 million.\nTo be sure, the bulls on Peloton were few and far between in the wake of its disappointing earnings day. Analysts across the board cut their forward financial estimates, and voiced concern the new outlook wasn't \"kitchen sink.\"\n\"The results suggest Peloton's post-pandemic surge has dissipated, pressuring its ability to forecast, ironic as most consumer companies are now cheering visibility... a fact echoed through price cuts, as everyone flags inflation/scarcity. We worry lowered numbers remain too optimistic and that the biggest issues may actually lie ahead — in racing to meet pandemic-driven demand, the company embarked on a massive investment spree (Tonic, Precor, POP) dwindling cash and ballooning inventory just as demand tapered,\" said long-time Peloton bear Simeon Siegel at BMO Capital Markets.\nSiegel reiterated an Underperform rating on Peloton and issued a $45 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848973609,"gmtCreate":1635957878236,"gmtModify":1635957878326,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848973609","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</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>Netflix Stock: 3 Metrics To Watch In November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829637840,"gmtCreate":1633496770785,"gmtModify":1633497121506,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829637840","repostId":"2173146915","repostType":4,"repost":{"id":"2173146915","pubTimestamp":1633492804,"share":"https://www.laohu8.com/m/news/2173146915?lang=&edition=full","pubTime":"2021-10-06 12:00","market":"us","language":"en","title":"1 Machine-Vision Stock Looking Into the Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2173146915","media":"Motley Fool","summary":"Cognex offers intriguing optionality, both by product and by industry.","content":"<p>Despite operating in the industrial sector, <b>Cognex</b> (NASDAQ:CGNX) offers investors software-like margins, boasting a gross profit margin of 76% and a profit margin of 31% as of its most recent quarter. Thanks to these margins, Cognex has always given ample funding to its research, development, and engineering department, making innovation the company's main growth engine.</p>\n<p>With this focus on innovation, Cognex is not your traditional industrial manufacturing company and offers investors uniquely profitable exposure to a historically low-margin industry. Today, Cognex has two specific growth avenues in its crosshairs, as it looks to build upon its booming logistics segment and its companywide deep-learning and Edge Intelligence applications. Let's take a look at how these emerging technologies could mean big business down the road for the machine-vision specialist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85c8657d87b4dc42b4b38fd424791812\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Cognex brings machine vision to life</h2>\n<p>Incorporated in 1981, Cognex&nbsp;develops machine-vision products designed to automate various manufacturing and distribution jobs that would otherwise require human oversight. Operating in <a href=\"https://laohu8.com/S/AONE.U\">one</a> lone segment, machine-vision technology, Cognex serves a variety of markets, including electronics, automotive, logistics, and even life sciences.</p>\n<p>With customers ranging from major automotive manufacturers to smartphone makers, and any type of production company in between, the company's products help guide, inspect, gauge, and identify goods and raw materials worldwide. In fact, thanks to its quickly growing logistics line, Cognex gets to take two bites of the apple in a sense, as its products are not only used by the manufacturer, but also by the e-commerce company that sold it, where its products provide assistance logistically.</p>\n<h2>The logistics market leads the charge</h2>\n<p>Led by sales to its e-commerce customers, logistics has quickly grown to account for over 20% of the company's overall revenue, helping buoy the stock's performance during the pandemic. In fact, logistics has grown to become Cognex's largest market much faster than management expected and now represents the largest portion of the company's sales.&nbsp;Having grown revenue year over year by more than 30% for each of the last four quarters,&nbsp;it's clear to see that logistics is firing on all cylinders.</p>\n<p>Additionally, the logistics segment is transitioning its solutions from customizable to more straightforward, standardized offerings. Speaking to this point on the company's second-quarter earnings call, CEO Robert Willett said: \"These standard solutions are easier to deploy and require less hands-on engineering support from Cognex. We believe this will enable us to scale more easily and report higher gross margins in logistics over the long term.\"</p>\n<p>Since the company already has gross profit margins of 75% and logistics set to become an outsize portion of the business, this transition could act as a significant profit driver for the next few years.</p>\n<p>Over the long term, management expects the logistics market to grow by 15% annually, highlighting that the company's mere 10% share of the market leaves a massive opportunity.</p>\n<h2>High growth prospects</h2>\n<p>While logistics steals the show with its immediate growth potential, Cognex has some previously small bets that are becoming promising growth avenues. Management expects its new deep-learning products to grow by 70% annually for the next few years, prompting Willett to say that the company's stretch goal for the segment is 100% growth over the same time frame.</p>\n<p>Pairing with the company's burgeoning deep-learning capabilities is its continued development of Cognex Edge Intelligence, which acts as an Internet of Things solution for its customers. By enabling real-time decision-making from data on the floor, many customers rely on the product to streamline operations and improve overall efficiency.&nbsp;While management has not yet begun giving specific metrics on this area of the business, it is vitally important to watch Edge Intelligence's development as it holds potential to become a common offering to almost any customer.</p>\n<p>These two machine-learning product lines offer major long-term growth potential and sticky sales from companies that move into the Cognex ecosystem.</p>\n<h2>A bellwether in the making?</h2>\n<p>Despite crushing the S&amp;P 500's return over the last decade with its stock up 1,000%, Cognex still only has a 20% share of what it estimates to be a $4.2 billion market. This history of innovation and proven success, paired with its small overall market share, is the best of both worlds for investors looking for long-term growth. For manufacturers and logistics companies to operate profitably in today's complex world, automation is now more a must have tool rather than just a helpful tool. Thanks to the company's diversification across many industries and its booming e-commerce operations, Cognex is quietly becoming a bellwether in the automation space.</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>1 Machine-Vision Stock Looking Into the Future</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\">\n1 Machine-Vision Stock Looking Into the Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/05/1-machine-vision-stock-looking-into-the-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite operating in the industrial sector, Cognex (NASDAQ:CGNX) offers investors software-like margins, boasting a gross profit margin of 76% and a profit margin of 31% as of its most recent quarter....</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/05/1-machine-vision-stock-looking-into-the-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CGNX":"康耐视科技"},"source_url":"https://www.fool.com/investing/2021/10/05/1-machine-vision-stock-looking-into-the-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173146915","content_text":"Despite operating in the industrial sector, Cognex (NASDAQ:CGNX) offers investors software-like margins, boasting a gross profit margin of 76% and a profit margin of 31% as of its most recent quarter. Thanks to these margins, Cognex has always given ample funding to its research, development, and engineering department, making innovation the company's main growth engine.\nWith this focus on innovation, Cognex is not your traditional industrial manufacturing company and offers investors uniquely profitable exposure to a historically low-margin industry. Today, Cognex has two specific growth avenues in its crosshairs, as it looks to build upon its booming logistics segment and its companywide deep-learning and Edge Intelligence applications. Let's take a look at how these emerging technologies could mean big business down the road for the machine-vision specialist.\nImage source: Getty Images.\nCognex brings machine vision to life\nIncorporated in 1981, Cognex develops machine-vision products designed to automate various manufacturing and distribution jobs that would otherwise require human oversight. Operating in one lone segment, machine-vision technology, Cognex serves a variety of markets, including electronics, automotive, logistics, and even life sciences.\nWith customers ranging from major automotive manufacturers to smartphone makers, and any type of production company in between, the company's products help guide, inspect, gauge, and identify goods and raw materials worldwide. In fact, thanks to its quickly growing logistics line, Cognex gets to take two bites of the apple in a sense, as its products are not only used by the manufacturer, but also by the e-commerce company that sold it, where its products provide assistance logistically.\nThe logistics market leads the charge\nLed by sales to its e-commerce customers, logistics has quickly grown to account for over 20% of the company's overall revenue, helping buoy the stock's performance during the pandemic. In fact, logistics has grown to become Cognex's largest market much faster than management expected and now represents the largest portion of the company's sales. Having grown revenue year over year by more than 30% for each of the last four quarters, it's clear to see that logistics is firing on all cylinders.\nAdditionally, the logistics segment is transitioning its solutions from customizable to more straightforward, standardized offerings. Speaking to this point on the company's second-quarter earnings call, CEO Robert Willett said: \"These standard solutions are easier to deploy and require less hands-on engineering support from Cognex. We believe this will enable us to scale more easily and report higher gross margins in logistics over the long term.\"\nSince the company already has gross profit margins of 75% and logistics set to become an outsize portion of the business, this transition could act as a significant profit driver for the next few years.\nOver the long term, management expects the logistics market to grow by 15% annually, highlighting that the company's mere 10% share of the market leaves a massive opportunity.\nHigh growth prospects\nWhile logistics steals the show with its immediate growth potential, Cognex has some previously small bets that are becoming promising growth avenues. Management expects its new deep-learning products to grow by 70% annually for the next few years, prompting Willett to say that the company's stretch goal for the segment is 100% growth over the same time frame.\nPairing with the company's burgeoning deep-learning capabilities is its continued development of Cognex Edge Intelligence, which acts as an Internet of Things solution for its customers. By enabling real-time decision-making from data on the floor, many customers rely on the product to streamline operations and improve overall efficiency. While management has not yet begun giving specific metrics on this area of the business, it is vitally important to watch Edge Intelligence's development as it holds potential to become a common offering to almost any customer.\nThese two machine-learning product lines offer major long-term growth potential and sticky sales from companies that move into the Cognex ecosystem.\nA bellwether in the making?\nDespite crushing the S&P 500's return over the last decade with its stock up 1,000%, Cognex still only has a 20% share of what it estimates to be a $4.2 billion market. This history of innovation and proven success, paired with its small overall market share, is the best of both worlds for investors looking for long-term growth. For manufacturers and logistics companies to operate profitably in today's complex world, automation is now more a must have tool rather than just a helpful tool. Thanks to the company's diversification across many industries and its booming e-commerce operations, Cognex is quietly becoming a bellwether in the automation space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829619144,"gmtCreate":1633496882229,"gmtModify":1633497121714,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829619144","repostId":"1176774236","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829610581,"gmtCreate":1633496855806,"gmtModify":1633497121460,"author":{"id":"4096598627888600","authorId":"4096598627888600","name":"AxieMan","avatar":"https://static.tigerbbs.com/dc3b1d0a57ea2733dbe9b73458bdb9e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829610581","repostId":"1117147045","repostType":4,"repost":{"id":"1117147045","pubTimestamp":1633489335,"share":"https://www.laohu8.com/m/news/1117147045?lang=&edition=full","pubTime":"2021-10-06 11:02","market":"us","language":"en","title":"Top 3 Automotive Semiconductor Stocks To Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117147045","media":"Seeking Alpha","summary":"Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growt","content":"<p><b>Summary</b></p>\n<ul>\n <li>Despite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.</li>\n <li>Automotive MCUs are essential in various vehicle electronic systems and are forecasted to grow at a long-term CAGR of 11.18% based on the 20-year average.</li>\n <li>The rise of autonomous vehicles is expected to spur demand for complex and advanced ADAS SoCs with autonomous vehicle unit growth projected to grow at a 73.9% average rate.</li>\n <li>Finally, automakers are incorporating more LEDs in their designs and to meet rising regulatory requirements as LED content grew at a CAGR of 18.8%.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ecf357b9a91355cebad80e4c912bca\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Company Logos</span></p>\n<p>Semiconductors are used in all types of electronic devices across multiple applications. Automotive&nbsp;accounts&nbsp;for 10% of the semiconductor market. Although the outlook of vehicle sales in terms of unit sales growth is flattish as the average vehicle age continue to rise due to increased reliability and better maintenance capabilities as well as the rise of alternative transportation modes such as the emergence of ride-sharing, semiconductor growth is still expected to be strong driven by rising automotive features and functionalities across safety, infotainment, connectivity and automation. In this analysis, we analyzed the trends of rising chip content per vehicle across the automotive MCU, ADAS SoC and LED chips with the evolution of technological advancements which is a continuous trend across centuries since the invention of the automobile. The global vehicle sales growth has averaged at 1.9% since 2011. Among several factors driving growth includes rising GDP per capita of 2.1% on average in the past 10 years. We estimate the GDP per capita to rise by 2.7% until 2030 based on global&nbsp;GDP&nbsp;and&nbsp;population&nbsp;growth forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dab0ed2ce4b2194b2aa9e8171a411a0\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OCIA, MacroTrends, Khaveen Investments</span></p>\n<p>Although GDP per capita is rising, vehicle sales have been diverging from GDP growth as the average age of vehicles is also increasing to 11.85 years in 2020 worldwide on average. Vehicle owners are more&nbsp;comfortable&nbsp;holding cars longer because cars are more reliable than in the past and vehicle service contracts and other insurance products mitigate repair costs. IHS Markit&nbsp;predicts&nbsp;that the average vehicle age to continue rising, we expect this to be negative to vehicle growth as consumers hold on to their vehicles longer.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2607e627d74510558fe49d2964281f2e\" tg-width=\"475\" tg-height=\"425\" width=\"100%\" height=\"auto\"><span>Source: WolfStreet, Statista</span></p>\n<p>Moreover, we also expect the rise of the ride-sharing market to weigh on vehicle sales growth as people opt for alternative modes of transport. We assumed that the expected rise of ridesharing drivers to affect vehicle sales based on&nbsp;studies&nbsp;from MDPI which indicates that between 2 to 4.5 of vehicles could be replaced per ridesharing driver, Thus, we accounted for this trend in our projections by estimating the number of global ridesharing drivers at 14.2 mln and increasing by an average rate of 4.8% annually through 2030. Overall, we expect the vehicle unit sales growth to remain flattish beyond 2022 and derived a projected vehicle growth rate of 1.24% from 2023 to 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e471dd7dccfcac3165fd44f07949e57f\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>* E = B x C;A = E - F.Source: OCIA, Statista, MacroTrends, Khaveen Investments</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34311f8c2c8263b2e3e4556e8b46cf31\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OCIA, Statista, MacroTrends, Khaveen Investments</span></p>\n<p>In 2020, the top automaker by sales is tabulated below with Toyota and Volkswagen as the top 2 leading automakers in the world. These automakers have set targets to produce more electric vehicles for example BMW (OTCPK:BMWYY) is&nbsp;pushing&nbsp;for 15% to 25% of sales to be electric vehicles by 2025 while Honda (HMC) is striving for two thirds by 2030.</p>\n<p><b>Top Automakers in the World (2020)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40f179aa0bdaea075776d46ef0499fc\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: OICA</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3a9c7e7e386452d904c98710820c9e8\" tg-width=\"604\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>Source: OICA</span></p>\n<p>The chart below shows the timeline for the deployment of advanced driver assistance systems with the vision of fully automated driving. The increasing adoption of more advanced features and functionalities are key for semiconductor growth as more content is required to power more complex electronics. Since the 1980s, the number of technologies and functionalities that provides an enhanced driving experience has increased with the rise of features such as ABS, adaptive cruise control, blind-spot warning, collision warnings, etc. In the future, more functionalities and support are expected to be adopted in vehicles like automated parking, on-demand mobility and even fully autonomous vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcda881b59b281eb3686d9f1b359f2\" tg-width=\"640\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Source: ResearchGate</span></p>\n<p>Overall, the rising applications of advanced automotive features and functionalities could spur the growth of the semiconductor market. For example, microcontrollers are used to&nbsp;control&nbsp;air conditioners, power windows, braking, headlights, and steering. Its adaptability and flexibility provide high performance and low power consumptions and the increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce more microcontrollers. With increasing vehicle autonomy, advanced ADAS SoC chips will be increasingly crucial to enable seamless driverless vehicle performance. Furthermore, the rise of EV and AV could also spur the growth of LEDs for automotive interiors as automakers&nbsp;capitalize&nbsp;on the benefits of driverless vehicles providing passengers with more freedom and seek greater comfort and atmosphere through enhanced lighting.</p>\n<p><b>Automotive Microcontrollers</b></p>\n<p>A microcontroller gathers input, processes this information, and outputs a certain action based on the information gathered. The&nbsp;increasing demand&nbsp;for comfort, safety and fuel economic vehicles drives the automakers to introduce microcontrollers. These new functions require local intelligence that can only be optimized using powerful microcontrollers. Microcontrollers ensure robust functionality in a harsh environment. Intense competition among automakers drives them to seek an innovative solution to differentiate their vehicles without compromising safety and cost. Microcontrollers in automobiles are present in large equipment to small devices and are used to manage air conditioners, power windows, braking, headlights, and steering. Microcontroller's adaptability and flexibility provide high performance and low power consumption and bring a revolutionary change in all aspects of the automobile industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b911a4f11ae85ef681eb11f30355e57f\" tg-width=\"575\" tg-height=\"249\" width=\"100%\" height=\"auto\"><span>Source: ee News</span></p>\n<p>The communication in automobiles, which is established by&nbsp;various microcontrollers, has control over both fail-safe systems and automotive fault-tolerant systems, where the microcontrollers cannot only serve to respond to mishaps and faults that occur to the car (anti-lock brake interference, accelerator, and broken lights), but also to duplicate as secondary units that continuously check the car (anti-lock brake interference, accelerator, and broken lights). When the car tires slip on a snow-covered road, this is an example of fault tolerance. The incident elicited a response from the driver, but it was also detected by a sensor microcontroller, which engaged the anti-clock braking system when the driver slammed on the brakes.</p>\n<p>From 1998 to 2011, we estimate that the number of MCUs in an average vehicle has grown at a CAGR of 8.2% from&nbsp;18&nbsp;to&nbsp;over&nbsp;50 MCUs as functionalities and features rise and become more common such as airbags, steering, suspension, braking, body control functions and power train. Premium vehicles have greater adoption of advanced functionalities thus requiring greater MCUs. An electronic control unit (ECU) is an&nbsp;embedded systeminautomotive electronics&nbsp;that controls one or more of the&nbsp;electrical systems&nbsp;or subsystems in a vehicle with MCUs as the main chip of the system. For example, a BMW 7 series in 2018 is&nbsp;estimated&nbsp;to have over 150 ECUs than the same model in&nbsp;2014&nbsp;with 65 between 60 to 65 ECUs which translates to a CAGR of 23.3% in the period as more advanced functionalities were introduced such as stability management systems, GPS based navigation systems, By-wire steering and braking systems, voice recognition; collision warning systems. With the continued development of new technologies and adoption across vehicles, the MCU content per vehicle is expected to rise with new&nbsp;features&nbsp;such as blind-spot information system, reversing assistant, adaptive cruise control, active roll mitigation, night vision assist, driver fatigue alert, rear cross-traffic alert, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3f3bd932a75f26d373639312813ed0a\" tg-width=\"903\" tg-height=\"332\" width=\"100%\" height=\"auto\"><span>Source: Elprocus, Kpit, Khaveen Investments</span></p>\n<p>The market players in the automotive microcontrollers market include Renesas (OTCPK:RNECF), NXP(NASDAQ:NXPI), Infineon (OTCQX:IFNNY), Texas Instruments (TXN) and Microchip Technology (MCHP). Renesas and NXP are the market leaders with former leverages on&nbsp;its dominant market share&nbsp;in MCU and its broad product portfolio. The latter offers comprehensive solutions for safe, connected vehicles and its S32G high-performance processor can significantly enhance calculated performance while simplifying software complexity. Infineon is a leader in the&nbsp;production&nbsp;of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Texas Instruments leverages technology to introduce an&nbsp;all-encompassing solution. Microchip Technology has a wide&nbsp;breadth&nbsp;of a portfolio of automotive-grade microcontrollers (MCUs).</p>\n<p><b>Market Share of Automotive Microcontrollers (2018 to 2020)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c907489e7885515f5dde40a5589e02d\" tg-width=\"905\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Source: Infineon, Strategy Analytics</span></p>\n<p>Based on the market share data from Strategy Analytics, Renesas and NXP are the top market leaders with market shares above 26% in 2020 respectively. However, competition is heating up as Infineon has gained market share to 16.9% in 2020 and 2019 as it acquired Cypress Semiconductors. The other companies trailing behind are Texas Instruments and Microchip. These companies cater to demand from leading automakers and Tier 1 suppliers listed in the table below. We see Infineon's strengths as having a wide customer base especially following its acquisition of Cypress in 2018 which further broadened its customer base to 11 automakers and Tier 1 manufacturers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fbaace4c7b6761af0363a866e6bedd\" tg-width=\"906\" tg-height=\"562\" width=\"100%\" height=\"auto\"><span>Source: Renesas, Dun &amp; Bradstreet, PRNewswire</span></p>\n<p><b>Top Pick: Infineon</b></p>\n<p>Infineon is a leader in the&nbsp;production&nbsp;of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Infineon's product portfolio also includes infotainment-specific microcontrollers, Bluetooth, cellular and GPS controllers, as well as high-frequency ICs, power semiconductors, LEDs and optical transceivers. Following the acquisition of Cypress, it has expanded its MCU product offering spanning across the entire automotive stack.</p>\n<p><img src=\"https://static.tigerbbs.com/d75b54014a53e0b8f82dca98e87ef933\" tg-width=\"640\" tg-height=\"480\" width=\"100%\" height=\"auto\"></p>\n<p>Infineon also recently developed its&nbsp;Traveo II Body microcontroller family. With this product family, Infineon can address a broad variety of automotive applications, including body control modules, door, window, sunroof and seat control units as well as in-cabin smartphone terminals and wireless charging units. This launch follows Infineon's acquisition of Cypress Semiconductor Corporation, which contributed to the product family. Infineon has also&nbsp;introduced&nbsp;its second-generation AURIX (TC3xx) microcontrollers. These are the first embedded safety controllers worldwide to be certified for the highest automotive safety integrity level (ASIL D). Moreover, with the&nbsp;commissioning&nbsp;of the fab in Villach that makes chips on large, 300 mm wafers, Infineon will add a twin to a similar plant in Dresden, Germany and thereby gain flexibility in production.</p>\n<p>Overall, the automotive MCU market consists of various top players with broad product developments and extensive customer bases. Though, we believe that Infineon is the best among the auto MCU suppliers following its acquisition of Cypress which expanded its product offerings across the entire automotive stack and it has key relationships with at least 4 of the top automakers and a large base of Tier 1 manufacturers. Based on our DCF valuation with a discount rate of 9.5% (company's WACC), our model shows an upside of 25.77%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5491210e96a9150a8992683064b88cf1\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>ADAS Soc</b></p>\n<p>The growth of the automotive vehicles market is&nbsp;attributed&nbsp;to the rising number of benefits offered by an unmanned vehicle as compared to traditional vehicles such as reduced road-crash risk, enhanced safety &amp; security, elimination in driver wages, secured mobility for disabled individuals and non-drivers, and increased comfort and flexibility offered by seamless operative systems. Autonomous vehicles are&nbsp;expected&nbsp;to account for about 12% of vehicles by 2030 representing an average annual growth rate of 73.2% by 2030. Assuming that 1 ADAS per vehicle, we assume that the annual growth rate for ADAS to be also at 73.2%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b99fb755a24c9d43dda9f1b6776a252\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Statista, Khaveen Investments</span></p>\n<p>The role of ADAS is to prevent accidents and injuries through more sophisticated vehicle systems. Essential safety-critical ADAS applications include pedestrian detection/avoidance, lane departure warning/correction, traffic sign recognition, automatic emergency braking, blind-spot detection, etc. These systems incorporate the latest interface standards and running multiple vision-based algorithms to support real-time multimedia, vision co-processing, and sensor fusion subsystems. With increasing autonomous capabilities and complexities, more advanced&nbsp;SoCs&nbsp;are required. Hardware designs are becoming increasingly complex and using more advanced nodes to meet performance requirements, its main role is to connect sensors to actuators through interfaces and high-performance ECUs (electronic controller units). The degree of self-driving capabilities is separated into 5 levels.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb74874b41b27ac551840247b4d80ec9\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: Synopsys</span></p>\n<p>Vehicles capable of sensing their environment with the increasing shift towards higher vehicle autonomy requires an&nbsp;increase&nbsp;in the electronic architecture of these vehicles. New integrated domain controllers require higher computing performance, better power efficiency and smaller forms. Mobileye was acquired by Intel (INTC) in 2017 and is developing its EyeQ product line while Qualcomm (QCOM) is trying to expand its presence in the market with the introduction of its Snapdragon Ride Platform. Though, we believe that Nvidia (NVDA) has several advantages over competitors in terms of anticipated performance and product roadmap and securing design wins across major automakers and Tier 1 suppliers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5211e4a065a23e7883e65a2a48edbd\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Company data, Research and Markets, Khaveen Investments</span></p>\n<p><b>Top pick: Nvidia</b></p>\n<p>Nvidia's product development with its Nvidia Drive lineup has been impressive. It&nbsp;introduced&nbsp;the Drive AGX Orin software-defined platform for L5 autonomous driving in 2019 with nearly 7x greater performance than previous-gen Xavier SoCs delivering over 2,000 TOPS with the integration of its GPU solutions. It is expected to begin mass production in 2022 based on Samsung's 8nm process. NVIDIA DRIVE ADAS platform is powered by Orin SoCs for active safety, automated driving, parking applications and AI cockpit capabilities. In comparison with Mobileye's EyeQ 5, the performance achieved is believed to be 24 TOPS but at a lower power consumption of 10 W than Nvidia's 750 W power consumption whereas Qualcomm's Snapdragon&nbsp;platform&nbsp;scales from 30 TOPS for L1/L2 to 700 TOPS at 130W for L4/L5.</p>\n<p>Moreover, another advantage that Nvidia has is its growing adoption of its SoCs by leading automakers. The company has 44 cars and 13 trucks Nvidia Drive partners as well as several robotaxi, Tier 1 suppliers, sensor and software partners. For example, it counts on Toyota and Mercedes Benz as two of the top automakers globally. Also, Volvo Cars, Zoox and SAIC are among the growing number of leading companies&nbsp;using&nbsp;the newest NVIDIA Drive solutions for their autonomous vehicles. Nvidia's automotive design win&nbsp;pipeline&nbsp;stood at $8 bln over the next 6 years. Whereas, Mobileye is&nbsp;active&nbsp;in 49 production programs across over 25 OEMs with key partners such as BMW, Geely (OTCPK:GELYF) and Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfffa1e1393ae33207769eb7245a36cd\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Nvidia</span></p>\n<p>Overall, despite Intel's current market leadership, we believe Nvidia to be the most promising in advanced ADAS SoCs due to its extensive partnerships with major automakers including Toyota, Mercedes Benz and Volvo and has 53 Nvidia DRIVE partners as well as Tier 1 manufacturers and software providers. Moreover, its touted Orin SoC appears to be highly promising with an impressive performance of up to 700 TOPs. As in our&nbsp;previous&nbsp;analysis on Nvidia, we valued the company based on a P/S valuation. Automotive accounts for only around 3% of revenues in FY2020 but we expect it to grow to above 8% of revenues by 2025 at a CAGR of 73.2% based on our projections of AV growth. Additionally, our base case assumes a 50% probability based on its continued progress to complete the Arm deal but also the regulatory approval headwinds. Moreover, we assume 100% of our derived synergies for the combined company to be realized through the acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ecd026760c8c0853a1334b32e841b08\" tg-width=\"725\" tg-height=\"680\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p>Our 1-year average price target for the bear, base and bull case is $271.34.50, $289.40, $318.22 with of an upside of 21.2%, 29.2% and 42.1%</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5ed64560aab637c2118f9752bad164f\" tg-width=\"904\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>Auto LEDs</b></p>\n<p>An LED is a diode that converts electrical energy into light. LEDs are almost 90% more&nbsp;efficient&nbsp;compared with halogen and incandescent lights due to their high-power efficiency and long-lasting nature. Rising demand for LEDs in vehicles is driven by&nbsp;stricter&nbsp;road safety regulations on vehicle lighting to promote passenger safety. The key advantages of LEDs are its design&nbsp;flexibility&nbsp;offered to automakers to accentuate their vehicle designs. Examples of applications where LEDs can be used are headlamps (high and low beam), brake lights, rear combination lamps, centre high mount stop lamps, daytime running lamps (DRLs), turn signals, interior reading lights (map lights), dome lights, accent lights, fog lamps, and position and marker lamps. Also, interior lighting is another area that could provide tremendous opportunities for LED adoption such as in ambient lighting, dashboard and instrument lighting. According to TrendForce, the LED&nbsp;penetration rate&nbsp;for cars has reached 53.1% in 2020 with the LED penetration rate for electric cars at 85% in 2020 and are likely to hit 60% and 90% in 2021 respectively. Besides that, the total number of LEDs for exterior and&nbsp;interior&nbsp;is expected to grow to 330 per vehicle in 2021 compared to 200 in 2019 and representing a CAGR of 28.45% with the additional innovative features. From 2010 to 2019, we estimate the CAGR to be around 16.65% from 50 LEDs per vehicle to 200 in 2019. Though, advancements in manufacturing processes are&nbsp;attributed&nbsp;to the declining ASPs of LEDs which has declined at a CAGR of -12% between 2010 to 2020. We expect that the continued advancement in LED manufacturing to result in declining ASPs by&nbsp;around&nbsp;a 5% CAGR by until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5531a72a1ca25f9d3e69cff8f7c6fa2f\" tg-width=\"902\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: LED Professional, Osram, Khaveen Investments</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a44120f579bede210dd5d2b592cf21fe\" tg-width=\"640\" tg-height=\"729\" width=\"100%\" height=\"auto\"><span>Source: Osram</span></p>\n<p><b>Top pick: Osram ('ams')</b></p>\n<p>In 2020, the key market leaders in the automotive LED market are Osram, Nichia and Lumileds which together accounted for 71.8% of the total market. Osram has consistently maintained its market leadership since 2018 as the number one player in LED packages with a market share of 36% in 2020 from 34.4% in the prior year. Based in Japan, Nichia is a top producer of LED packages which are&nbsp;characterized&nbsp;by high efficiency, flexible cluster configurations, and high luminous flux density. The company is a&nbsp;partner&nbsp;of Infineon and are also&nbsp;developing&nbsp;microLED technologies through a partnership. It&nbsp;claims&nbsp;that its new LED matrix will offer 180 times greater resolution than comparable solutions currently available. Furthermore, Lumileds is the third-largest LED chip company with a market share of 12.2% in 2020. The company is affiliated with Philips Lighting which serves&nbsp;automakers&nbsp;including Citroen, Ford, Kia (OTCPK:KIMTF), Tesla and Volkswagen. It also&nbsp;offers&nbsp;retrofitted LEDs to the German market allowing drivers to upgrade their headlights from halogen to Philips LED for safer driving.</p>\n<p>Though, we favor Osram as the leading LED supplier due to its solid market leadership, continuous product development and integration opportunities with ams'(OTCPK:AMSSY)optoelectrical solutions. Based in Germany and with a history of more than 100 years, Osram counts on the major German automakers with the likes of&nbsp;Volkswagen, BMW, Audi as partners.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9427d1c021dd4379f16758773c04f83d\" tg-width=\"629\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Source: LEDInside</span></p>\n<p>The company has a broad product portfolio of LED technologies for various aspects of vehicle lighting. It has&nbsp;collaborated&nbsp;with these automakers in product development such as with laser headlight technology as seen in the BMW i8 and the Audi (OTCPK:AUDVF) R8 LMX. Moreover, the company launched microLED developments and its Evyios hybrid headlamp module with 25,600&nbsp;pixels&nbsp;based on MicroLED technology. For more conventional LEDs, Osram's products are also&nbsp;used&nbsp;by its customers such as in the Audi A8.</p>\n<p>The business integration between ams and Osram is underway following the completion of the acquisition by ams. The combined company is running a broad set of programs to drive the creation of synergies and optimize its combined business portfolio. In terms of product innovation from the combined business, management has announced that portfolio alignment is in progress. The combined company possesses an outstanding technological and IP strength with over 15,000 patents. The integration of optics technologies, illumination and sensing across multiple active developments creates emerging opportunities in the automotive segment with a significant development focus including next-gen automotive lighting technology such as highly pixelated headlights and head-up display integrating AR to assist the driver and increase road safety. In addition, the company is also focusing on autonomous driving technologies with LIDAR and ADAS. The combination of ams and Osram edge-emitting laser and VCSEL capabilities for different LIDAR architectures put it in a unique position with a broad portfolio and leveraging the larger customer base of the combined firm.</p>\n<p>Overall, we believe that Osram which is owned by AMS to be the most promising LED chipmaker due to its solid market leadership as the leading player and exciting product development spanning across various LED technologies. Not to mention, we previouslyanalyzed the integration benefits between Osram and AMS' sensor resulting in a massive portfolio of product patents with key developments in LiDAR and microLEDs for EV and AV. Based on our DCF valuation with a discount rate of 7.1% (company's WACC), our model shows an upside of 28.65%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ece55afb466744e5a00c6d4bf205184e\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Khaveen Investments</span></p>\n<p><b>Verdict</b></p>\n<p>Despite the flattish growth outlook of automotive sales in units at a projected rate of 1.24%, the rising semiconductor content in vehicles driven by the rising adoption of modern vehicle features and functionalities for safety, entertainment and connectivity bodes well for the semiconductor players. For example, we expect that with increasing vehicle functionality and more complex electronic systems in vehicles, the rise of MCU content in vehicles could continue at a long-term CAGR of 11.18%. With an extensive portfolio across the automotive stack, we believe Infineon could be a prime beneficiary of the growth opportunity with many relationships with automakers and Tier 1 suppliers. Moreover, the future rise of autonomous vehicle capability is expected is to drive demand for advanced ADAS SoCs in vehicles and we projected AV sales to grow by an average annual rate of 73.2% to 2030. Nvidia has extensive client wins of Nvidia Drive partners with a strong portfolio and roadmap. Lastly, we expect the rising LED adoption and content growth in both vehicle interior and exterior with a projected market growth rate of 12.9% to 2030 to benefit companies like Osram as our top pick as the leading LED chip supplier with key relationships in the German automobile industry and integration opportunities with ams. Overall, we rate Infineon as a<i>Buy</i>with a target price of&nbsp;<i>$54.37</i>, Nvidia as a Buy with a target price of&nbsp;<i>$289.40</i>&nbsp;and ams AG as a&nbsp;<i>Buy</i>&nbsp;with a target price of&nbsp;<i>$12.53.</i></p>\n<p><img src=\"https://static.tigerbbs.com/ad4fb0b3fa547a13a5131717eee6c47e\" tg-width=\"904\" tg-height=\"354\" 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>Top 3 Automotive Semiconductor Stocks To Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 3 Automotive Semiconductor Stocks To Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","IFNNF":"Infineon Technologies AG","OSAGF":"Osram Licht AG"},"source_url":"https://seekingalpha.com/article/4458577-top-3-automotive-semiconductor-stocks-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117147045","content_text":"Summary\n\nDespite the automotive market being at a mature stage with average vehicle unit sales growth projected at 1.24% annually to 2030, we find the use of semiconductor chips in vehicles.\nAutomotive MCUs are essential in various vehicle electronic systems and are forecasted to grow at a long-term CAGR of 11.18% based on the 20-year average.\nThe rise of autonomous vehicles is expected to spur demand for complex and advanced ADAS SoCs with autonomous vehicle unit growth projected to grow at a 73.9% average rate.\nFinally, automakers are incorporating more LEDs in their designs and to meet rising regulatory requirements as LED content grew at a CAGR of 18.8%.\n\nSource: Company Logos\nSemiconductors are used in all types of electronic devices across multiple applications. Automotive accounts for 10% of the semiconductor market. Although the outlook of vehicle sales in terms of unit sales growth is flattish as the average vehicle age continue to rise due to increased reliability and better maintenance capabilities as well as the rise of alternative transportation modes such as the emergence of ride-sharing, semiconductor growth is still expected to be strong driven by rising automotive features and functionalities across safety, infotainment, connectivity and automation. In this analysis, we analyzed the trends of rising chip content per vehicle across the automotive MCU, ADAS SoC and LED chips with the evolution of technological advancements which is a continuous trend across centuries since the invention of the automobile. The global vehicle sales growth has averaged at 1.9% since 2011. Among several factors driving growth includes rising GDP per capita of 2.1% on average in the past 10 years. We estimate the GDP per capita to rise by 2.7% until 2030 based on global GDP and population growth forecasts.\nSource: OCIA, MacroTrends, Khaveen Investments\nAlthough GDP per capita is rising, vehicle sales have been diverging from GDP growth as the average age of vehicles is also increasing to 11.85 years in 2020 worldwide on average. Vehicle owners are more comfortable holding cars longer because cars are more reliable than in the past and vehicle service contracts and other insurance products mitigate repair costs. IHS Markit predicts that the average vehicle age to continue rising, we expect this to be negative to vehicle growth as consumers hold on to their vehicles longer.\nSource: WolfStreet, Statista\nMoreover, we also expect the rise of the ride-sharing market to weigh on vehicle sales growth as people opt for alternative modes of transport. We assumed that the expected rise of ridesharing drivers to affect vehicle sales based on studies from MDPI which indicates that between 2 to 4.5 of vehicles could be replaced per ridesharing driver, Thus, we accounted for this trend in our projections by estimating the number of global ridesharing drivers at 14.2 mln and increasing by an average rate of 4.8% annually through 2030. Overall, we expect the vehicle unit sales growth to remain flattish beyond 2022 and derived a projected vehicle growth rate of 1.24% from 2023 to 2030.\n* E = B x C;A = E - F.Source: OCIA, Statista, MacroTrends, Khaveen Investments\nSource: OCIA, Statista, MacroTrends, Khaveen Investments\nIn 2020, the top automaker by sales is tabulated below with Toyota and Volkswagen as the top 2 leading automakers in the world. These automakers have set targets to produce more electric vehicles for example BMW (OTCPK:BMWYY) is pushing for 15% to 25% of sales to be electric vehicles by 2025 while Honda (HMC) is striving for two thirds by 2030.\nTop Automakers in the World (2020)\nSource: OICA\nSource: OICA\nThe chart below shows the timeline for the deployment of advanced driver assistance systems with the vision of fully automated driving. The increasing adoption of more advanced features and functionalities are key for semiconductor growth as more content is required to power more complex electronics. Since the 1980s, the number of technologies and functionalities that provides an enhanced driving experience has increased with the rise of features such as ABS, adaptive cruise control, blind-spot warning, collision warnings, etc. In the future, more functionalities and support are expected to be adopted in vehicles like automated parking, on-demand mobility and even fully autonomous vehicles.\nSource: ResearchGate\nOverall, the rising applications of advanced automotive features and functionalities could spur the growth of the semiconductor market. For example, microcontrollers are used to control air conditioners, power windows, braking, headlights, and steering. Its adaptability and flexibility provide high performance and low power consumptions and the increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce more microcontrollers. With increasing vehicle autonomy, advanced ADAS SoC chips will be increasingly crucial to enable seamless driverless vehicle performance. Furthermore, the rise of EV and AV could also spur the growth of LEDs for automotive interiors as automakers capitalize on the benefits of driverless vehicles providing passengers with more freedom and seek greater comfort and atmosphere through enhanced lighting.\nAutomotive Microcontrollers\nA microcontroller gathers input, processes this information, and outputs a certain action based on the information gathered. The increasing demand for comfort, safety and fuel economic vehicles drives the automakers to introduce microcontrollers. These new functions require local intelligence that can only be optimized using powerful microcontrollers. Microcontrollers ensure robust functionality in a harsh environment. Intense competition among automakers drives them to seek an innovative solution to differentiate their vehicles without compromising safety and cost. Microcontrollers in automobiles are present in large equipment to small devices and are used to manage air conditioners, power windows, braking, headlights, and steering. Microcontroller's adaptability and flexibility provide high performance and low power consumption and bring a revolutionary change in all aspects of the automobile industry.\nSource: ee News\nThe communication in automobiles, which is established by various microcontrollers, has control over both fail-safe systems and automotive fault-tolerant systems, where the microcontrollers cannot only serve to respond to mishaps and faults that occur to the car (anti-lock brake interference, accelerator, and broken lights), but also to duplicate as secondary units that continuously check the car (anti-lock brake interference, accelerator, and broken lights). When the car tires slip on a snow-covered road, this is an example of fault tolerance. The incident elicited a response from the driver, but it was also detected by a sensor microcontroller, which engaged the anti-clock braking system when the driver slammed on the brakes.\nFrom 1998 to 2011, we estimate that the number of MCUs in an average vehicle has grown at a CAGR of 8.2% from 18 to over 50 MCUs as functionalities and features rise and become more common such as airbags, steering, suspension, braking, body control functions and power train. Premium vehicles have greater adoption of advanced functionalities thus requiring greater MCUs. An electronic control unit (ECU) is an embedded systeminautomotive electronics that controls one or more of the electrical systems or subsystems in a vehicle with MCUs as the main chip of the system. For example, a BMW 7 series in 2018 is estimated to have over 150 ECUs than the same model in 2014 with 65 between 60 to 65 ECUs which translates to a CAGR of 23.3% in the period as more advanced functionalities were introduced such as stability management systems, GPS based navigation systems, By-wire steering and braking systems, voice recognition; collision warning systems. With the continued development of new technologies and adoption across vehicles, the MCU content per vehicle is expected to rise with new features such as blind-spot information system, reversing assistant, adaptive cruise control, active roll mitigation, night vision assist, driver fatigue alert, rear cross-traffic alert, etc.\nSource: Elprocus, Kpit, Khaveen Investments\nThe market players in the automotive microcontrollers market include Renesas (OTCPK:RNECF), NXP(NASDAQ:NXPI), Infineon (OTCQX:IFNNY), Texas Instruments (TXN) and Microchip Technology (MCHP). Renesas and NXP are the market leaders with former leverages on its dominant market share in MCU and its broad product portfolio. The latter offers comprehensive solutions for safe, connected vehicles and its S32G high-performance processor can significantly enhance calculated performance while simplifying software complexity. Infineon is a leader in the production of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Texas Instruments leverages technology to introduce an all-encompassing solution. Microchip Technology has a wide breadth of a portfolio of automotive-grade microcontrollers (MCUs).\nMarket Share of Automotive Microcontrollers (2018 to 2020)\nSource: Infineon, Strategy Analytics\nBased on the market share data from Strategy Analytics, Renesas and NXP are the top market leaders with market shares above 26% in 2020 respectively. However, competition is heating up as Infineon has gained market share to 16.9% in 2020 and 2019 as it acquired Cypress Semiconductors. The other companies trailing behind are Texas Instruments and Microchip. These companies cater to demand from leading automakers and Tier 1 suppliers listed in the table below. We see Infineon's strengths as having a wide customer base especially following its acquisition of Cypress in 2018 which further broadened its customer base to 11 automakers and Tier 1 manufacturers.\nSource: Renesas, Dun & Bradstreet, PRNewswire\nTop Pick: Infineon\nInfineon is a leader in the production of system-on-chip solutions for automotive applications using the C16x architecture and the award-winning 32-bit Tricore architecture. Infineon's product portfolio also includes infotainment-specific microcontrollers, Bluetooth, cellular and GPS controllers, as well as high-frequency ICs, power semiconductors, LEDs and optical transceivers. Following the acquisition of Cypress, it has expanded its MCU product offering spanning across the entire automotive stack.\n\nInfineon also recently developed its Traveo II Body microcontroller family. With this product family, Infineon can address a broad variety of automotive applications, including body control modules, door, window, sunroof and seat control units as well as in-cabin smartphone terminals and wireless charging units. This launch follows Infineon's acquisition of Cypress Semiconductor Corporation, which contributed to the product family. Infineon has also introduced its second-generation AURIX (TC3xx) microcontrollers. These are the first embedded safety controllers worldwide to be certified for the highest automotive safety integrity level (ASIL D). Moreover, with the commissioning of the fab in Villach that makes chips on large, 300 mm wafers, Infineon will add a twin to a similar plant in Dresden, Germany and thereby gain flexibility in production.\nOverall, the automotive MCU market consists of various top players with broad product developments and extensive customer bases. Though, we believe that Infineon is the best among the auto MCU suppliers following its acquisition of Cypress which expanded its product offerings across the entire automotive stack and it has key relationships with at least 4 of the top automakers and a large base of Tier 1 manufacturers. Based on our DCF valuation with a discount rate of 9.5% (company's WACC), our model shows an upside of 25.77%.\nSource: Khaveen Investments\nADAS Soc\nThe growth of the automotive vehicles market is attributed to the rising number of benefits offered by an unmanned vehicle as compared to traditional vehicles such as reduced road-crash risk, enhanced safety & security, elimination in driver wages, secured mobility for disabled individuals and non-drivers, and increased comfort and flexibility offered by seamless operative systems. Autonomous vehicles are expected to account for about 12% of vehicles by 2030 representing an average annual growth rate of 73.2% by 2030. Assuming that 1 ADAS per vehicle, we assume that the annual growth rate for ADAS to be also at 73.2%.\nSource: Statista, Khaveen Investments\nThe role of ADAS is to prevent accidents and injuries through more sophisticated vehicle systems. Essential safety-critical ADAS applications include pedestrian detection/avoidance, lane departure warning/correction, traffic sign recognition, automatic emergency braking, blind-spot detection, etc. These systems incorporate the latest interface standards and running multiple vision-based algorithms to support real-time multimedia, vision co-processing, and sensor fusion subsystems. With increasing autonomous capabilities and complexities, more advanced SoCs are required. Hardware designs are becoming increasingly complex and using more advanced nodes to meet performance requirements, its main role is to connect sensors to actuators through interfaces and high-performance ECUs (electronic controller units). The degree of self-driving capabilities is separated into 5 levels.\nSource: Synopsys\nVehicles capable of sensing their environment with the increasing shift towards higher vehicle autonomy requires an increase in the electronic architecture of these vehicles. New integrated domain controllers require higher computing performance, better power efficiency and smaller forms. Mobileye was acquired by Intel (INTC) in 2017 and is developing its EyeQ product line while Qualcomm (QCOM) is trying to expand its presence in the market with the introduction of its Snapdragon Ride Platform. Though, we believe that Nvidia (NVDA) has several advantages over competitors in terms of anticipated performance and product roadmap and securing design wins across major automakers and Tier 1 suppliers.\nSource: Company data, Research and Markets, Khaveen Investments\nTop pick: Nvidia\nNvidia's product development with its Nvidia Drive lineup has been impressive. It introduced the Drive AGX Orin software-defined platform for L5 autonomous driving in 2019 with nearly 7x greater performance than previous-gen Xavier SoCs delivering over 2,000 TOPS with the integration of its GPU solutions. It is expected to begin mass production in 2022 based on Samsung's 8nm process. NVIDIA DRIVE ADAS platform is powered by Orin SoCs for active safety, automated driving, parking applications and AI cockpit capabilities. In comparison with Mobileye's EyeQ 5, the performance achieved is believed to be 24 TOPS but at a lower power consumption of 10 W than Nvidia's 750 W power consumption whereas Qualcomm's Snapdragon platform scales from 30 TOPS for L1/L2 to 700 TOPS at 130W for L4/L5.\nMoreover, another advantage that Nvidia has is its growing adoption of its SoCs by leading automakers. The company has 44 cars and 13 trucks Nvidia Drive partners as well as several robotaxi, Tier 1 suppliers, sensor and software partners. For example, it counts on Toyota and Mercedes Benz as two of the top automakers globally. Also, Volvo Cars, Zoox and SAIC are among the growing number of leading companies using the newest NVIDIA Drive solutions for their autonomous vehicles. Nvidia's automotive design win pipeline stood at $8 bln over the next 6 years. Whereas, Mobileye is active in 49 production programs across over 25 OEMs with key partners such as BMW, Geely (OTCPK:GELYF) and Ford.\nSource: Nvidia\nOverall, despite Intel's current market leadership, we believe Nvidia to be the most promising in advanced ADAS SoCs due to its extensive partnerships with major automakers including Toyota, Mercedes Benz and Volvo and has 53 Nvidia DRIVE partners as well as Tier 1 manufacturers and software providers. Moreover, its touted Orin SoC appears to be highly promising with an impressive performance of up to 700 TOPs. As in our previous analysis on Nvidia, we valued the company based on a P/S valuation. Automotive accounts for only around 3% of revenues in FY2020 but we expect it to grow to above 8% of revenues by 2025 at a CAGR of 73.2% based on our projections of AV growth. Additionally, our base case assumes a 50% probability based on its continued progress to complete the Arm deal but also the regulatory approval headwinds. Moreover, we assume 100% of our derived synergies for the combined company to be realized through the acquisition.\nSource: Khaveen Investments\nOur 1-year average price target for the bear, base and bull case is $271.34.50, $289.40, $318.22 with of an upside of 21.2%, 29.2% and 42.1%\nSource: Khaveen Investments\nAuto LEDs\nAn LED is a diode that converts electrical energy into light. LEDs are almost 90% more efficient compared with halogen and incandescent lights due to their high-power efficiency and long-lasting nature. Rising demand for LEDs in vehicles is driven by stricter road safety regulations on vehicle lighting to promote passenger safety. The key advantages of LEDs are its design flexibility offered to automakers to accentuate their vehicle designs. Examples of applications where LEDs can be used are headlamps (high and low beam), brake lights, rear combination lamps, centre high mount stop lamps, daytime running lamps (DRLs), turn signals, interior reading lights (map lights), dome lights, accent lights, fog lamps, and position and marker lamps. Also, interior lighting is another area that could provide tremendous opportunities for LED adoption such as in ambient lighting, dashboard and instrument lighting. According to TrendForce, the LED penetration rate for cars has reached 53.1% in 2020 with the LED penetration rate for electric cars at 85% in 2020 and are likely to hit 60% and 90% in 2021 respectively. Besides that, the total number of LEDs for exterior and interior is expected to grow to 330 per vehicle in 2021 compared to 200 in 2019 and representing a CAGR of 28.45% with the additional innovative features. From 2010 to 2019, we estimate the CAGR to be around 16.65% from 50 LEDs per vehicle to 200 in 2019. Though, advancements in manufacturing processes are attributed to the declining ASPs of LEDs which has declined at a CAGR of -12% between 2010 to 2020. We expect that the continued advancement in LED manufacturing to result in declining ASPs by around a 5% CAGR by until 2030.\nSource: LED Professional, Osram, Khaveen Investments\nSource: Osram\nTop pick: Osram ('ams')\nIn 2020, the key market leaders in the automotive LED market are Osram, Nichia and Lumileds which together accounted for 71.8% of the total market. Osram has consistently maintained its market leadership since 2018 as the number one player in LED packages with a market share of 36% in 2020 from 34.4% in the prior year. Based in Japan, Nichia is a top producer of LED packages which are characterized by high efficiency, flexible cluster configurations, and high luminous flux density. The company is a partner of Infineon and are also developing microLED technologies through a partnership. It claims that its new LED matrix will offer 180 times greater resolution than comparable solutions currently available. Furthermore, Lumileds is the third-largest LED chip company with a market share of 12.2% in 2020. The company is affiliated with Philips Lighting which serves automakers including Citroen, Ford, Kia (OTCPK:KIMTF), Tesla and Volkswagen. It also offers retrofitted LEDs to the German market allowing drivers to upgrade their headlights from halogen to Philips LED for safer driving.\nThough, we favor Osram as the leading LED supplier due to its solid market leadership, continuous product development and integration opportunities with ams'(OTCPK:AMSSY)optoelectrical solutions. Based in Germany and with a history of more than 100 years, Osram counts on the major German automakers with the likes of Volkswagen, BMW, Audi as partners.\nSource: LEDInside\nThe company has a broad product portfolio of LED technologies for various aspects of vehicle lighting. It has collaborated with these automakers in product development such as with laser headlight technology as seen in the BMW i8 and the Audi (OTCPK:AUDVF) R8 LMX. Moreover, the company launched microLED developments and its Evyios hybrid headlamp module with 25,600 pixels based on MicroLED technology. For more conventional LEDs, Osram's products are also used by its customers such as in the Audi A8.\nThe business integration between ams and Osram is underway following the completion of the acquisition by ams. The combined company is running a broad set of programs to drive the creation of synergies and optimize its combined business portfolio. In terms of product innovation from the combined business, management has announced that portfolio alignment is in progress. The combined company possesses an outstanding technological and IP strength with over 15,000 patents. The integration of optics technologies, illumination and sensing across multiple active developments creates emerging opportunities in the automotive segment with a significant development focus including next-gen automotive lighting technology such as highly pixelated headlights and head-up display integrating AR to assist the driver and increase road safety. In addition, the company is also focusing on autonomous driving technologies with LIDAR and ADAS. The combination of ams and Osram edge-emitting laser and VCSEL capabilities for different LIDAR architectures put it in a unique position with a broad portfolio and leveraging the larger customer base of the combined firm.\nOverall, we believe that Osram which is owned by AMS to be the most promising LED chipmaker due to its solid market leadership as the leading player and exciting product development spanning across various LED technologies. Not to mention, we previouslyanalyzed the integration benefits between Osram and AMS' sensor resulting in a massive portfolio of product patents with key developments in LiDAR and microLEDs for EV and AV. Based on our DCF valuation with a discount rate of 7.1% (company's WACC), our model shows an upside of 28.65%.\nSource: Khaveen Investments\nVerdict\nDespite the flattish growth outlook of automotive sales in units at a projected rate of 1.24%, the rising semiconductor content in vehicles driven by the rising adoption of modern vehicle features and functionalities for safety, entertainment and connectivity bodes well for the semiconductor players. For example, we expect that with increasing vehicle functionality and more complex electronic systems in vehicles, the rise of MCU content in vehicles could continue at a long-term CAGR of 11.18%. With an extensive portfolio across the automotive stack, we believe Infineon could be a prime beneficiary of the growth opportunity with many relationships with automakers and Tier 1 suppliers. Moreover, the future rise of autonomous vehicle capability is expected is to drive demand for advanced ADAS SoCs in vehicles and we projected AV sales to grow by an average annual rate of 73.2% to 2030. Nvidia has extensive client wins of Nvidia Drive partners with a strong portfolio and roadmap. Lastly, we expect the rising LED adoption and content growth in both vehicle interior and exterior with a projected market growth rate of 12.9% to 2030 to benefit companies like Osram as our top pick as the leading LED chip supplier with key relationships in the German automobile industry and integration opportunities with ams. Overall, we rate Infineon as aBuywith a target price of $54.37, Nvidia as a Buy with a target price of $289.40 and ams AG as a Buy with a target price of $12.53.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}