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- Erick27Erick27
  ·2021-12-31
  For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising
  Hot Chinese ADRs Rallied in Morning Trading
  Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors
  Hot Chinese ADRs Rallied in Morning Trading
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- Erick27Erick27
  ·2021-12-17
  ‌$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.
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- Erick27Erick27
  ·2021-11-14
  Overvalued
  Nvidia shares fell nearly 2% in morning trading
  Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t
  Nvidia shares fell nearly 2% in morning trading
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those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","listText":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income taxes.https://www.benzinga.com/trading-ideas/movers/21/12/24832263/why-alibaba-shares-are-rising","text":"For those who wonder what happened today, basically Chinese government said they will stimulate consumer consumption and also reduced some income 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Motors","content":"<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Rallied in Morning Trading</title>\n<style 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}\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\">\nHot Chinese ADRs Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/47255c45e62886be68ff99080f521c9a\" tg-width=\"352\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","BEKE":"贝壳","NTES":"网易","IQ":"爱奇艺","BIDU":"百度","BABA":"阿里巴巴","XPEV":"小鹏汽车","EDU":"新东方","JD":"京东","DIDI":"滴滴(已退市)","RLX":"雾芯科技","PDD":"拼多多","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147910736","content_text":"Hot Chinese ADRs rallied in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI climed between 1% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0},"content":"如果股价跌得太多，就会上涨。我看好2022年中概股的市场表现。","text":"如果股价跌得太多，就会上涨。我看好2022年中概股的市场表现。","html":"如果股价跌得太多，就会上涨。我看好2022年中概股的市场表现。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690732503,"gmtCreate":1639707520626,"gmtModify":1640044016220,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","listText":"‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth,&nbsp;BABA has&nbsp;Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here.&nbsp;TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","text":"‌$Alibaba(09988)$‌P/E is 17. Price to FCF is 14.25. Revenue Growth is still 20 - 25% per year. Profit Margin is healthy at 15%.In terms of asset and future growth, BABA has Alicloud is the biggest cloud provider in China, which is not yet profitable yet.Also included is 33% stake in Ant Financial (valued around $30B).It is amazing that the price keeps dropping despite the bargain here. TLDR: Buy when people are afraid, not when people are greedy. Long BABA for 10 years.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":124,"commentSize":46,"repostSize":1,"link":"https://laohu8.com/post/690732503","isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873808003,"gmtCreate":1636902552298,"gmtModify":1636902552298,"author":{"id":"4094363652153080","authorId":"4094363652153080","name":"Erick27","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873808003","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","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":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</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>Nvidia shares fell nearly 2% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares fell nearly 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-12 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}