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2021-08-24

太有道理了，但是不具備任何操作價值。

Comparing ContextLogic in 2021 With Snap in 2018

There are important similarities and differences between WISH stock now and SNAP stock in 2018

Comparing ContextLogic in 2021 With Snap in 2018

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And yet, I still think that the shares should be able to rebound strongly over the long-term.\nThat’s because ContextLogic’s situation now reminds me in many ways of that of another online rising star’s predicament in 2018. Specifically, in that year,Snap (NYSE:SNAP), like ContextLogic, was also suffering from user contractions and reporting bottom-line losses. And SNAP stock bounced tremendously off its 2018 lows. In fact, Snap’s shares have soared more than 1,200% from their 2018 lows.\nThe Similarities Between SNAP Stock Then and WISH Stock Now\nIn Q2, ContextLogic reported&nbsp;that installations of the&nbsp;Wish app had dropped 13% versus Q1, while the average time spent on its platform had fallen 15% quarter-over-quarter. Meanwhile, ContextLogic reported a per-share loss of 18 cents. The company said that it would carry out “a plan designed to ensure the long-term success of our platform.”\nIn Q2 of 2018, Snap’s daily active users&nbsp;dropped 2% year-over-year, and the company reported a per-share loss of&nbsp; 13 cents. Three years ago, Snap said that it would respond&nbsp;to its user losses&nbsp;by revamping its recently redesigned Android app.\nIn 2018, most pundits and analysts were bearish on SNAP stock, but I was extremely&nbsp;bullish on the company,citing its strong long-term fundamentals. Today most of the Street is bearish on WISH stock, but I still think that ContextLogic’s long-term outlook is positive.\nThe Differences Between SNAP Stock Then and WISH Stock Now\nFor Q2 of 2018, Snap’s results came in above analysts’ average outlook. Last quarter, ContextLogic’s results were below the mean estimate.\nThree years ago, Snap’s sales climbed 72% year-over-year. Last quarter, ContextLogic’s revenue dropped over 6% YOY, and its Marketplace sales tumbled 29% YOY.\nMost importantly, in 2018, Snap did not have any real macro challenges, although unfounded worries about the tech sector dragged down its shares further in the second half of the year.\nConversely, ContextLogic seems to be caught in the midst of macro weakness that’s affecting most if not all e-commerce players. This trend, for example, has negatively affected the Q2 results of both&nbsp;Amazon.com(NASDAQ:AMZN) and&nbsp;Walmart(NYSE:WMT).\nReal Macro Issues\nWhile I had expected a downturn in e-commerce due to the reopening of economies, the weakness has been significantly more intense than I had anticipated. And the downturn has occurred at a time when various factors — including the approaching taper by the Fed, the looming debt ceiling, an upheaval in China, and a widespread perception that the market is due for a major correction — have made investors rather skittish, particularly towards companies that aren’t huge.\nGiven these factors, the huge decline of WISH stock in the wake of ContextLogic’s Q2 miss isn’t really surprising. Also not too surprising is analysts’ skepticism towards the name. For example,JPMorgan&nbsp;carried out&nbsp;a rare “double downgrade”of the shares, citing the sales decline and its belief that the company’s revamped approach “could take many quarters to materialize and carries considerable execution risk.”\nThe Bottom Line on WISH Stock\nI continue to believe that there’s plenty of room for a discount e-commerce business to thrive, and I remain upbeat on ContextLogic’s logistics business, whose revenue soared 126% YOY last quarter.\nStill, the depth and duration of the e-commerce weakness are tough to gauge at this point. Therefore, I advise investors to avoid buying WISH stock for now, although long-term, risk-tolerant investors can hold onto the shares they already have, as I’m sure that e-commerce’s growth will eventually reaccelerate.\nAnd I think at some point within the next year, the shares will be worth buying on weakness.","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Comparing ContextLogic in 2021 With Snap in 2018</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\">\nComparing ContextLogic in 2021 With Snap in 2018\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/comparing-contextlogic-in-2021-with-snap-in-2018/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nAfter ContextLogic(NASDAQ:WISH) reported much weaker-than-expected second-quarter results and WISH stock tumbled, I have to admit that my recent, positive calls on WISH stock have proven to be ...\n\n<a href=\"https://investorplace.com/2021/08/comparing-contextlogic-in-2021-with-snap-in-2018/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://investorplace.com/2021/08/comparing-contextlogic-in-2021-with-snap-in-2018/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197501837","content_text":"After ContextLogic(NASDAQ:WISH) reported much weaker-than-expected second-quarter results and WISH stock tumbled, I have to admit that my recent, positive calls on WISH stock have proven to be inaccurate and misguided. And yet, I still think that the shares should be able to rebound strongly over the long-term.\nThat’s because ContextLogic’s situation now reminds me in many ways of that of another online rising star’s predicament in 2018. Specifically, in that year,Snap (NYSE:SNAP), like ContextLogic, was also suffering from user contractions and reporting bottom-line losses. And SNAP stock bounced tremendously off its 2018 lows. In fact, Snap’s shares have soared more than 1,200% from their 2018 lows.\nThe Similarities Between SNAP Stock Then and WISH Stock Now\nIn Q2, ContextLogic reported that installations of the Wish app had dropped 13% versus Q1, while the average time spent on its platform had fallen 15% quarter-over-quarter. Meanwhile, ContextLogic reported a per-share loss of 18 cents. The company said that it would carry out “a plan designed to ensure the long-term success of our platform.”\nIn Q2 of 2018, Snap’s daily active users dropped 2% year-over-year, and the company reported a per-share loss of  13 cents. Three years ago, Snap said that it would respond to its user losses by revamping its recently redesigned Android app.\nIn 2018, most pundits and analysts were bearish on SNAP stock, but I was extremely bullish on the company,citing its strong long-term fundamentals. Today most of the Street is bearish on WISH stock, but I still think that ContextLogic’s long-term outlook is positive.\nThe Differences Between SNAP Stock Then and WISH Stock Now\nFor Q2 of 2018, Snap’s results came in above analysts’ average outlook. Last quarter, ContextLogic’s results were below the mean estimate.\nThree years ago, Snap’s sales climbed 72% year-over-year. Last quarter, ContextLogic’s revenue dropped over 6% YOY, and its Marketplace sales tumbled 29% YOY.\nMost importantly, in 2018, Snap did not have any real macro challenges, although unfounded worries about the tech sector dragged down its shares further in the second half of the year.\nConversely, ContextLogic seems to be caught in the midst of macro weakness that’s affecting most if not all e-commerce players. This trend, for example, has negatively affected the Q2 results of both Amazon.com(NASDAQ:AMZN) and Walmart(NYSE:WMT).\nReal Macro Issues\nWhile I had expected a downturn in e-commerce due to the reopening of economies, the weakness has been significantly more intense than I had anticipated. And the downturn has occurred at a time when various factors — including the approaching taper by the Fed, the looming debt ceiling, an upheaval in China, and a widespread perception that the market is due for a major correction — have made investors rather skittish, particularly towards companies that aren’t huge.\nGiven these factors, the huge decline of WISH stock in the wake of ContextLogic’s Q2 miss isn’t really surprising. Also not too surprising is analysts’ skepticism towards the name. For example,JPMorgan carried out a rare “double downgrade”of the shares, citing the sales decline and its belief that the company’s revamped approach “could take many quarters to materialize and carries considerable execution risk.”\nThe Bottom Line on WISH Stock\nI continue to believe that there’s plenty of room for a discount e-commerce business to thrive, and I remain upbeat on ContextLogic’s logistics business, whose revenue soared 126% YOY last quarter.\nStill, the depth and duration of the e-commerce weakness are tough to gauge at this point. Therefore, I advise investors to avoid buying WISH stock for now, although long-term, risk-tolerant investors can hold onto the shares they already have, as I’m sure that e-commerce’s growth will eventually reaccelerate.\nAnd I think at some point within the next year, the shares will be worth buying on weakness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1511,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":34,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}