AhChoo personal page - To The Moon

AhChoo

AhChoo

No personal profile

45Follow

5Followers

0Topic

0Badge

2022-03-30

$Phunware, Inc.(PHUN)$Go go!

2022-05-05

Amazing 👍🏻

Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News

2022-03-07

🥺☹️

Sorry, the original content has been removed

2022-04-13

$SOS Limited(SOS)$Buy the dip?

2022-04-14

$Marqeta, Inc.(MQ)$Buy?

2022-04-03

$HUOBI TECH(01611)$best buy now

2022-03-12

☹️

Sorry, the original content has been removed

2022-04-02

👍🏻👍🏻👍🏻👏🏻

Tesla Delivers 310,048 Electric Vehicles in the First Quarter

2022-03-02

👍🏻👍🏻👍🏻

It’s Time for Management to Buy Back NIO Stock

2022-06-04

👌🏻

Sorry, the original content has been removed

2022-04-26

Awesome 👍🏻

Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact

2022-04-16

👍🏻

Sorry, the original content has been removed

2022-03-03

😖

Wall Street Ends Sharply Higher, Powell Assuages Rate Worries

2022-03-02

Long term hold

Sorry, the original content has been removed

2022-08-03

👏🏻

Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions

2022-08-02

👍🏻👍🏻👍🏻

Alibaba: Be Greedy When Others Are Fearful

2022-04-06

$Alibaba(09988)$:(

2022-04-04

$XIAOMI-W(01810)$#bullish!

2022-04-01

$WEIMOB INC(02013)$How is the outlook forthis stock?

2022-03-30

$Beyond Meat, Inc.(BYND)$😑

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3576457321753087","uuid":"3576457321753087","gmtCreate":1613363490723,"gmtModify":1634814644211,"name":"AhChoo","pinyin":"ahchoo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":45,"tweetSize":38,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.26","exceedPercentage":"93.27%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9970479566,"gmtCreate":1684888726056,"gmtModify":1684888729514,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Go Tesla!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Go Tesla!","text":"$Tesla Motors(TSLA)$ Go Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970479566","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991884931,"gmtCreate":1660806692025,"gmtModify":1676536403266,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👌🏻👌🏻","listText":"👌🏻👌🏻","text":"👌🏻👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991884931","repostId":"1121861341","repostType":4,"repost":{"id":"1121861341","kind":"news","pubTimestamp":1660787343,"share":"https://ttm.financial/m/news/1121861341?lang=&edition=full_marsco","pubTime":"2022-08-18 09:49","market":"sg","language":"en","title":"4 Singapore REITs with Yields Over 8%: Are They a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121861341","media":"The Smart Investor","summary":"We look at several high-yielding REITs to determine if they are good buys.REITs are great investment","content":"<html><head></head><body><p>We look at several high-yielding REITs to determine if they are good buys.</p><p>REITs are great investment vehicles for delivering a stream of passive income.</p><p>The requirement to pay out at least 90% of their earnings as a distribution to qualify for tax incentives makes them perfect for income-inclined investors.</p><p>We are lucky that Singapore has developed a vibrant hub for REITs, allowing you to select from a wide variety to invest in.</p><p>As with any investment, it’s important to not just look for good dividend yields, but to assess the prospects and risks for any REIT investment you make.</p><p>Several REITs are sporting high dividend yields but does this fact make them good to invest in?</p><p>We dig into four such Singapore-listed REITs to determine this.</p><p><b>United Hampshire US REIT (SGX: ODBU)</b></p><p>United Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based retail properties in the US.</p><p>UHREIT’s portfolio comprises 21 predominantly freehold retail properties and two self-storage properties valued at around US$733 million as of 30 June 2022.</p><p>For the first half of 2022 (1H2022), the retail REIT reported an 18.5% year on year increase in gross revenue to US$31.8 million.</p><p>Net property income (NPI) rose 10.6% year on year to US$22.6 million.</p><p>Distribution per unit (DPU) dipped by 4.6% year on year to US$0.0291. However, excluding top-ups and stipulated damages in 1H2021’s DPU, then DPU would have risen by 13.4% year on year.</p><p>Together with 2H2021’s DPU of S$0.0305, trailing 12-month DPU stands at S$0.0593, giving the REIT’s units a trailing distribution yield of 9.6%.</p><p>UHREIT remains resilient to downturns as two-thirds of its base rental income comes from tenants providing essential services.</p><p>The REIT had just concluded its third DPU-accretive acquisition of Upland Square last month and enjoys high occupancy of 96.2% as of 30 June 2022.</p><p><b>Elite Commercial REIT (SGX: MXNU)</b></p><p>Elite Commercial REIT owns a portfolio of 155 predominantly freehold commercial buildings across the UK valued at £517.7 million as of 30 June 2022.</p><p>1H2022 saw revenue rise by 17.7% year on year to £18.7 million with distributable income improving by 9.7% year on year to £12.2 million.</p><p>DPU, however, dipped by 2.7% year on year to £0.0256.</p><p>Elite’s trailing 12-month DPU stood at £0.0536, giving its units a trailing distribution yield of 8.9%.</p><p>The majority of the commercial REIT’s properties have inflation-linked escalation clauses built into their tenancy agreements, and will provide potential rental income uplift when rental rates adjust in 2023.</p><p>Meanwhile, 63% of the REIT’s borrowings are on fixed rates, thus mitigating against a sharp rise in borrowing costs.</p><p>Gearing ratio stood at 41.9% for Elite with a low cost of debt of just 2.3%.</p><p><b>Manulife US REIT (SGX: BTOU)</b></p><p>Manulife US REIT, or MUST, invests in a portfolio of US office assets.</p><p>Its portfolio consists of 12 freehold office properties in US states such as Arizona, California, Oregon, and Virginia, and is valued at US$2.2 billion as of 31 December 2021.</p><p>1H2022 saw MUST’s gross revenue rise 10.6% year on year to US$100.4 million.</p><p>NPI inched up 2.8% year on year to US$57.6 million but DPU, on the other hand, fell by 3.3% year on year to US$0.0261.</p><p>2H2021’s DPU came in at US$0.0263, so totalling the two halves gives MUST a trailing 12-month DPU of US$0.0524.</p><p>The commercial REIT’s units offer a trailing distribution yield of 9.5%.</p><p>MUST’s portfolio occupancy stood at a healthy 90% as of 30 June 2022.</p><p>However, a point of concern is the low physical occupancy which came in at just 28% as most people are still working from home.</p><p>Gearing stood fairly high at 42.4% with a weighted average cost of borrowing of 2.97%.</p><p>85.7% of the REIT’s loans are on fixed rates, and every 1% increase in interest rates will reduce DPU by S$0.00079.</p><p><b>Cromwell European REIT (SGX: CWBU)</b></p><p>Cromwell European REIT, or CEREIT, has a portfolio of more than 110 predominantly freehold properties located in cities across the Netherlands, Italy, France, and Finland, to name a few.</p><p>These properties were valued at €2.6 billion as of 30 June 2022 with net lettable area of two million square metres.</p><p>CEREIT put up a respectable performance for 1H2022, with gross revenue rising 8.5% year on year to €107.4 million and NPI climbing 4.7% year on year to €67.3 million.</p><p>DPU inched up 2.3% year on year to €0.08695.</p><p>Coupled with 2H2021’s DPU of €0.08459, trailing 12-month DPU came in at €0.17154.</p><p>CEREIT’s units offer a trailing distribution yield of 8.1%.</p><p>The REIT reported record-high occupancy of 95.4% and enjoyed positive rent reversion of 2.9% across the portfolio for 1H2022.</p><p>Aggregate leverage stood at 38.6% as of 30 June 2022, with a low all-in interest rate of 1.72%.</p><p>CEREIT is aiming to refinance around €180 million of debt due this year and the next by 2H2022.</p></body></html>","source":"lsy1602567310727","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>4 Singapore REITs with Yields Over 8%: Are They a 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; 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\">\n4 Singapore REITs with Yields Over 8%: Are They a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-with-yields-over-8-are-they-a-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We look at several high-yielding REITs to determine if they are good buys.REITs are great investment vehicles for delivering a stream of passive income.The requirement to pay out at least 90% of their...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-yields-over-8-are-they-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MXNU.SI":"EliteComREIT GBP","CWBU.SI":"Stoneweg Reit EUR","BTOU.SI":"宏利美国房地产投资信托","ODBU.SI":"UtdHampshReitUSD"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-with-yields-over-8-are-they-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121861341","content_text":"We look at several high-yielding REITs to determine if they are good buys.REITs are great investment vehicles for delivering a stream of passive income.The requirement to pay out at least 90% of their earnings as a distribution to qualify for tax incentives makes them perfect for income-inclined investors.We are lucky that Singapore has developed a vibrant hub for REITs, allowing you to select from a wide variety to invest in.As with any investment, it’s important to not just look for good dividend yields, but to assess the prospects and risks for any REIT investment you make.Several REITs are sporting high dividend yields but does this fact make them good to invest in?We dig into four such Singapore-listed REITs to determine this.United Hampshire US REIT (SGX: ODBU)United Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based retail properties in the US.UHREIT’s portfolio comprises 21 predominantly freehold retail properties and two self-storage properties valued at around US$733 million as of 30 June 2022.For the first half of 2022 (1H2022), the retail REIT reported an 18.5% year on year increase in gross revenue to US$31.8 million.Net property income (NPI) rose 10.6% year on year to US$22.6 million.Distribution per unit (DPU) dipped by 4.6% year on year to US$0.0291. However, excluding top-ups and stipulated damages in 1H2021’s DPU, then DPU would have risen by 13.4% year on year.Together with 2H2021’s DPU of S$0.0305, trailing 12-month DPU stands at S$0.0593, giving the REIT’s units a trailing distribution yield of 9.6%.UHREIT remains resilient to downturns as two-thirds of its base rental income comes from tenants providing essential services.The REIT had just concluded its third DPU-accretive acquisition of Upland Square last month and enjoys high occupancy of 96.2% as of 30 June 2022.Elite Commercial REIT (SGX: MXNU)Elite Commercial REIT owns a portfolio of 155 predominantly freehold commercial buildings across the UK valued at £517.7 million as of 30 June 2022.1H2022 saw revenue rise by 17.7% year on year to £18.7 million with distributable income improving by 9.7% year on year to £12.2 million.DPU, however, dipped by 2.7% year on year to £0.0256.Elite’s trailing 12-month DPU stood at £0.0536, giving its units a trailing distribution yield of 8.9%.The majority of the commercial REIT’s properties have inflation-linked escalation clauses built into their tenancy agreements, and will provide potential rental income uplift when rental rates adjust in 2023.Meanwhile, 63% of the REIT’s borrowings are on fixed rates, thus mitigating against a sharp rise in borrowing costs.Gearing ratio stood at 41.9% for Elite with a low cost of debt of just 2.3%.Manulife US REIT (SGX: BTOU)Manulife US REIT, or MUST, invests in a portfolio of US office assets.Its portfolio consists of 12 freehold office properties in US states such as Arizona, California, Oregon, and Virginia, and is valued at US$2.2 billion as of 31 December 2021.1H2022 saw MUST’s gross revenue rise 10.6% year on year to US$100.4 million.NPI inched up 2.8% year on year to US$57.6 million but DPU, on the other hand, fell by 3.3% year on year to US$0.0261.2H2021’s DPU came in at US$0.0263, so totalling the two halves gives MUST a trailing 12-month DPU of US$0.0524.The commercial REIT’s units offer a trailing distribution yield of 9.5%.MUST’s portfolio occupancy stood at a healthy 90% as of 30 June 2022.However, a point of concern is the low physical occupancy which came in at just 28% as most people are still working from home.Gearing stood fairly high at 42.4% with a weighted average cost of borrowing of 2.97%.85.7% of the REIT’s loans are on fixed rates, and every 1% increase in interest rates will reduce DPU by S$0.00079.Cromwell European REIT (SGX: CWBU)Cromwell European REIT, or CEREIT, has a portfolio of more than 110 predominantly freehold properties located in cities across the Netherlands, Italy, France, and Finland, to name a few.These properties were valued at €2.6 billion as of 30 June 2022 with net lettable area of two million square metres.CEREIT put up a respectable performance for 1H2022, with gross revenue rising 8.5% year on year to €107.4 million and NPI climbing 4.7% year on year to €67.3 million.DPU inched up 2.3% year on year to €0.08695.Coupled with 2H2021’s DPU of €0.08459, trailing 12-month DPU came in at €0.17154.CEREIT’s units offer a trailing distribution yield of 8.1%.The REIT reported record-high occupancy of 95.4% and enjoyed positive rent reversion of 2.9% across the portfolio for 1H2022.Aggregate leverage stood at 38.6% as of 30 June 2022, with a low all-in interest rate of 1.72%.CEREIT is aiming to refinance around €180 million of debt due this year and the next by 2H2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906128574,"gmtCreate":1659499546401,"gmtModify":1705981046341,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👏🏻","listText":"👏🏻","text":"👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906128574","repostId":"1143030449","repostType":4,"repost":{"id":"1143030449","kind":"news","pubTimestamp":1659493884,"share":"https://ttm.financial/m/news/1143030449?lang=&edition=full_marsco","pubTime":"2022-08-03 10:31","market":"us","language":"en","title":"Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=1143030449","media":"Benzinga","summary":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShar","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Analysts expect a rise in Hong Kong’s prime lending rate as early as this month</li><li>Shares of Alibaba and Baidu rise over 3%</li></ul><p>Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.</p><p><b>Macro News:</b> Hong Kong’s new leader <b>John Lee</b> has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. <b>Hong Kong Public Opinion Research Institute</b> conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.</p><p>Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.</p><p><b>Company News</b>: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.</p><p><b>Tesla Inc</b> rival <b>XPeng Motors</b> has built China&#39;s largest self-driving computing center named &#34;<b>Fuyao</b>&#34; for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.</p><p>With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.</p><p><b>Global Markets:</b> U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&amp;P 500 shed 0.67%, while the Nasdaq was down 0.16%.</p><p>Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.</p></body></html>","source":"lsy1606299360108","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>Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions</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\">\nAlibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","09888":"百度集团-SW"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143030449","content_text":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.Macro News: Hong Kong’s new leader John Lee has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. Hong Kong Public Opinion Research Institute conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.Company News: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.Tesla Inc rival XPeng Motors has built China's largest self-driving computing center named \"Fuyao\" for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.Global Markets: U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&P 500 shed 0.67%, while the Nasdaq was down 0.16%.Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908771440,"gmtCreate":1659448226883,"gmtModify":1705980443069,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908771440","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=&edition=full_marsco","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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>Alibaba: Be Greedy When Others Are Fearful</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\">\nAlibaba: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059188129,"gmtCreate":1654311628761,"gmtModify":1676535430071,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059188129","repostId":"1175826570","repostType":2,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369412,"gmtCreate":1651719750019,"gmtModify":1676534956647,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Amazing 👍🏻","listText":"Amazing 👍🏻","text":"Amazing 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9068369412","repostId":"1140473336","repostType":4,"repost":{"id":"1140473336","kind":"news","pubTimestamp":1651707653,"share":"https://ttm.financial/m/news/1140473336?lang=&edition=full_marsco","pubTime":"2022-05-05 07:40","market":"us","language":"en","title":"Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News","url":"https://stock-news.laohu8.com/highlight/detail?id=1140473336","media":"InvestorPlace","summary":"What can investors expect from today’s FOMC meeting?","content":"<html><head></head><body><p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, today began with many tech stocks falling, bracing for bad news from the Federal Open Markets Committee (FOMC). However, the tides have since changed; many of tech’s biggest names rebounded into market close.</p><p>Of course, the sector has been under a lot of scrutiny from experts lately. When <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) reported disappointing earnings recently, it sparked discussion of whether the FAANG era was coming to an end. For anyone unaware, FAANG is an acronym referring to five of the biggest tech stocks: <b>Meta Platforms</b>(NASDAQ:<b><u>FB</u></b>),<b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>), <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), Netflix and <b>Alphabet</b> (NASDAQ:<b><u>GOOGL</u></b>, NASDAQ:<b><u>GOOG</u></b>).</p><p>This morning, AAPL, AMZN, FB and GOOGL all began the day by dipping. This was expected, given the bearish energy swirling around high-growth stocks. Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.</p><p>Let’s take a closer look at what today’s news means for markets.</p><p>What’s Happening with Tech Stocks?</p><p>What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. As<i>Barron’s</i>reports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”</p><p>Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,<i>CNBC</i> reported the following:</p><blockquote>“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”</blockquote><p>If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.</p><p>Looking forward, more interest rate hikes are likely coming. Per<i>Barron’s</i>, the FOMC “anticipates ongoing increases in the target range will be appropriate.”</p><p>What It Means</p><p>While the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.</p><p>Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,<i>InvestorPlace</i> analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.</p><p>If today’s performance is any indication, investors may be about to see something similar play out.</p></body></html>","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>Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News</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\">\nTech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140473336","content_text":"This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, today began with many tech stocks falling, bracing for bad news from the Federal Open Markets Committee (FOMC). However, the tides have since changed; many of tech’s biggest names rebounded into market close.Of course, the sector has been under a lot of scrutiny from experts lately. When Netflix(NASDAQ:NFLX) reported disappointing earnings recently, it sparked discussion of whether the FAANG era was coming to an end. For anyone unaware, FAANG is an acronym referring to five of the biggest tech stocks: Meta Platforms(NASDAQ:FB),Amazon (NASDAQ:AMZN), Apple(NASDAQ:AAPL), Netflix and Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG).This morning, AAPL, AMZN, FB and GOOGL all began the day by dipping. This was expected, given the bearish energy swirling around high-growth stocks. Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.Let’s take a closer look at what today’s news means for markets.What’s Happening with Tech Stocks?What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. AsBarron’sreports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,CNBC reported the following:“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.Looking forward, more interest rate hikes are likely coming. PerBarron’s, the FOMC “anticipates ongoing increases in the target range will be appropriate.”What It MeansWhile the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,InvestorPlace analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.If today’s performance is any indication, investors may be about to see something similar play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087022324,"gmtCreate":1650933569728,"gmtModify":1676534818106,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Awesome 👍🏻","listText":"Awesome 👍🏻","text":"Awesome 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087022324","repostId":"1167228649","repostType":4,"repost":{"id":"1167228649","kind":"news","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":1651112737,"share":"https://ttm.financial/m/news/1167228649?lang=&edition=full_marsco","pubTime":"2022-04-28 10:25","market":"us","language":"en","title":"Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=1167228649","media":"Tiger Newspress","summary":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</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>Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact</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\">\nAmazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact\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\">2022-04-28 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167228649","content_text":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.Latest ResultsAmazon reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.Amazon Q1 GuidanceNet sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.Here's what to watch in Amazon's upcoming report:While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.For context, last big holiday quarter, Amazon's revenue increased 9% year over year to $137.4 billion, near the high end of the company's guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.Last quarter's net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that's because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon's common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.Amazon Sales May Slow; Cloud, Advertising IntactEasing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don't expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.Can Amazon's Q1 Earnings Be The Inflection Point?Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter's earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.Analyst OpinionsClearBridge Investments Large Cap Growth Strategy has to say about Amazon.com, Inc. in its Q1 2022 investor letter:\"With Amazon’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.\"Morgan Stanley remains confident of the company's outperformance through FY23. It added, \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted: \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083215474,"gmtCreate":1650122845987,"gmtModify":1676534651619,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083215474","repostId":"1175785386","repostType":4,"repost":{"id":"1175785386","kind":"news","pubTimestamp":1650066953,"share":"https://ttm.financial/m/news/1175785386?lang=&edition=full_marsco","pubTime":"2022-04-16 07:55","market":"us","language":"en","title":"The Smart Investor Will Avoid GameStop and Bed Bath & Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1175785386","media":"investorplace","summary":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to","content":"<html><head></head><body><ul><li>Bed Bath &amp; Beyond (BBBY) just got three seats on its board.</li><li>GameStop (GME) savior Ryan Cohen ought to pick one or the other.</li><li>The smart move for investors is not to own either.</li></ul><p>Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath &amp; Beyond (NASDAQ:BBBY).</p><p>Cohen recently gained three seats on Bed Bath &amp; Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.</p><p>BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.</p><p>If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath &amp; Beyond.</p><p>Here’s why.</p><h2>Ryan Cohen Is No Warren Buffett</h2><p>The idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.</p><p>Here’s what Chukumba had to say about GameStop:</p><p>“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.</p><p>In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.</p><p>GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.</p><p>In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.</p><p>The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.</p><h2>GME Stock + BBBY = Potential Bloodbath</h2><p>As I said in the intro, Bed Bath &amp; Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.</p><p>So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.</p><p>Chukumba is equally unimpressed by Cohen’s BBBY play:</p><p>“It’s the same thing with Bed Bath &amp; Beyond. He bought a stake in Bed Bath &amp; Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”</p><p>He’s 100% on the mark.</p><p>The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.</p><h2>Chewy’s Not Looking So Hot</h2><p>Before ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.</p><p>For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.</p><p>The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.</p><p>Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.</p></body></html>","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>The Smart Investor Will Avoid GameStop and Bed Bath & Beyond</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\">\nThe Smart Investor Will Avoid GameStop and Bed Bath & Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following ...</p>\n\n<a href=\"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BBBY":"3B家居"},"source_url":"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175785386","content_text":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.Here’s why.Ryan Cohen Is No Warren BuffettThe idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.Here’s what Chukumba had to say about GameStop:“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.GME Stock + BBBY = Potential BloodbathAs I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.Chukumba is equally unimpressed by Cohen’s BBBY play:“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”He’s 100% on the mark.The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.Chewy’s Not Looking So HotBefore ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089900426,"gmtCreate":1649940205813,"gmtModify":1676534611335,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Buy?","listText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Buy?","text":"$Marqeta, Inc.(MQ)$Buy?","images":[{"img":"https://community-static.tradeup.com/news/77b969ac71909b71ad15a867e83cfed4","width":"1125","height":"3889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089900426","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089900105,"gmtCreate":1649940113688,"gmtModify":1676534611320,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Time to play!","listText":"Time to play!","text":"Time to play!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089900105","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080335838,"gmtCreate":1649844274662,"gmtModify":1676534588330,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Agree! 👍🏻","listText":"Agree! 👍🏻","text":"Agree! 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080335838","repostId":"9017405974","repostType":1,"repost":{"id":9017405974,"gmtCreate":1649804596504,"gmtModify":1676534577543,"author":{"id":"4100624467118500","authorId":"4100624467118500","name":"kneegears123","avatar":"https://static.itradeup.com/news/6f568896b5adef167052eca0ab5a2a07","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100624467118500","idStr":"4100624467118500"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CAN\">$Canaan Inc.(CAN)$</a>Buy those dips!","listText":"<a href=\"https://ttm.financial/S/CAN\">$Canaan Inc.(CAN)$</a>Buy those dips!","text":"$Canaan Inc.(CAN)$Buy those dips!","images":[{"img":"https://community-static.tradeup.com/news/16058b6f44735aa71551c02e426d6136","width":"1125","height":"3745"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017405974","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080335035,"gmtCreate":1649844236746,"gmtModify":1676534588314,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$</a>Buy the dip?","listText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$</a>Buy the dip?","text":"$SOS Limited(SOS)$Buy the dip?","images":[{"img":"https://community-static.tradeup.com/news/2fa394bc6660f9d34664dcdde262b8f8","width":"1125","height":"3661"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9080335035","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575505381141188","authorId":"3575505381141188","name":"LuckyRice88","avatar":"https://static.tigerbbs.com/bcc3403a25cd5d9dd0d7aa7374357992","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575505381141188","idStr":"3575505381141188"},"content":"waiting for 0.25 to re enter","text":"waiting for 0.25 to re enter","html":"waiting for 0.25 to re enter"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016455451,"gmtCreate":1649225344826,"gmtModify":1676534473682,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>:(","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>:(","text":"$Alibaba(09988)$:(","images":[{"img":"https://community-static.tradeup.com/news/7d8b04796564e56589a775fecf9c045a","width":"1125","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016455451","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016311432,"gmtCreate":1649125879244,"gmtModify":1676534456398,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Bullish!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Bullish!","text":"$Palantir Technologies Inc.(PLTR)$Bullish!","images":[{"img":"https://community-static.tradeup.com/news/55ba45e0b0adeaa2df59af6b7791de95","width":"1125","height":"3975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016311432","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018268369,"gmtCreate":1649043217066,"gmtModify":1676534441306,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>#bullish!","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>#bullish!","text":"$XIAOMI-W(01810)$#bullish!","images":[{"img":"https://community-static.tradeup.com/news/60e33f093c76340da074410097b22c57","width":"1125","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018268369","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018311727,"gmtCreate":1648971829920,"gmtModify":1676534430621,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01611\">$HUOBI TECH(01611)$</a>best buy now","listText":"<a href=\"https://ttm.financial/S/01611\">$HUOBI TECH(01611)$</a>best buy now","text":"$HUOBI TECH(01611)$best buy now","images":[{"img":"https://community-static.tradeup.com/news/0c4e83a7dc40360bda4ca10604a2d768","width":"1125","height":"3442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9018311727","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555022388069093","authorId":"3555022388069093","name":"WPAsh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3555022388069093","idStr":"3555022388069093"},"content":"can kindly share why this is a good stock been going downhill no sign of recovering from last year...","text":"can kindly share why this is a good stock been going downhill no sign of recovering from last year...","html":"can kindly share why this is a good stock been going downhill no sign of recovering from last year..."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011705864,"gmtCreate":1648919788095,"gmtModify":1676534422135,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻👏🏻","listText":"👍🏻👍🏻👍🏻👏🏻","text":"👍🏻👍🏻👍🏻👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011705864","repostId":"1164394533","repostType":4,"repost":{"id":"1164394533","kind":"news","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":1648917046,"share":"https://ttm.financial/m/news/1164394533?lang=&edition=full_marsco","pubTime":"2022-04-03 00:30","market":"us","language":"en","title":"Tesla Delivers 310,048 Electric Vehicles in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1164394533","media":"Tiger Newspress","summary":"$Tesla$ just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries : 310,048Electric vehicle production : 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, G","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</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>Tesla Delivers 310,048 Electric Vehicles in the First Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Delivers 310,048 Electric Vehicles in the First Quarter\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\">2022-04-03 00:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164394533","content_text":"Tesla just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries (total): 310,048Electric vehicle production (total): 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011028975,"gmtCreate":1648788542123,"gmtModify":1676534399129,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02013\">$WEIMOB INC(02013)$</a>How is the outlook forthis stock?","listText":"<a href=\"https://ttm.financial/S/02013\">$WEIMOB INC(02013)$</a>How is the outlook forthis stock?","text":"$WEIMOB INC(02013)$How is the outlook forthis stock?","images":[{"img":"https://community-static.tradeup.com/news/bb8dfb00422996901c1d98cd103dbfe4","width":"1125","height":"3442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011028975","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9013958811,"gmtCreate":1648681521888,"gmtModify":1676534375852,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>😑","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>😑","text":"$Beyond Meat, Inc.(BYND)$😑","images":[{"img":"https://community-static.tradeup.com/news/5cd5c8845a059636c4ed336f37adfc90","width":"1125","height":"4149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013958811","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019213374,"gmtCreate":1648600498635,"gmtModify":1676534361451,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Go go!","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Go go!","text":"$Phunware, Inc.(PHUN)$Go go!","images":[{"img":"https://community-static.tradeup.com/news/f23d1111e7297f171b221b4c706d8129","width":"1125","height":"3975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9019213374","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9019213374,"gmtCreate":1648600498635,"gmtModify":1676534361451,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Go go!","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Go go!","text":"$Phunware, Inc.(PHUN)$Go go!","images":[{"img":"https://community-static.tradeup.com/news/f23d1111e7297f171b221b4c706d8129","width":"1125","height":"3975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9019213374","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9068369412,"gmtCreate":1651719750019,"gmtModify":1676534956647,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Amazing 👍🏻","listText":"Amazing 👍🏻","text":"Amazing 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9068369412","repostId":"1140473336","repostType":4,"repost":{"id":"1140473336","kind":"news","pubTimestamp":1651707653,"share":"https://ttm.financial/m/news/1140473336?lang=&edition=full_marsco","pubTime":"2022-05-05 07:40","market":"us","language":"en","title":"Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News","url":"https://stock-news.laohu8.com/highlight/detail?id=1140473336","media":"InvestorPlace","summary":"What can investors expect from today’s FOMC meeting?","content":"<html><head></head><body><p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, today began with many tech stocks falling, bracing for bad news from the Federal Open Markets Committee (FOMC). However, the tides have since changed; many of tech’s biggest names rebounded into market close.</p><p>Of course, the sector has been under a lot of scrutiny from experts lately. When <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) reported disappointing earnings recently, it sparked discussion of whether the FAANG era was coming to an end. For anyone unaware, FAANG is an acronym referring to five of the biggest tech stocks: <b>Meta Platforms</b>(NASDAQ:<b><u>FB</u></b>),<b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>), <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), Netflix and <b>Alphabet</b> (NASDAQ:<b><u>GOOGL</u></b>, NASDAQ:<b><u>GOOG</u></b>).</p><p>This morning, AAPL, AMZN, FB and GOOGL all began the day by dipping. This was expected, given the bearish energy swirling around high-growth stocks. Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.</p><p>Let’s take a closer look at what today’s news means for markets.</p><p>What’s Happening with Tech Stocks?</p><p>What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. As<i>Barron’s</i>reports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”</p><p>Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,<i>CNBC</i> reported the following:</p><blockquote>“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”</blockquote><p>If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.</p><p>Looking forward, more interest rate hikes are likely coming. Per<i>Barron’s</i>, the FOMC “anticipates ongoing increases in the target range will be appropriate.”</p><p>What It Means</p><p>While the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.</p><p>Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,<i>InvestorPlace</i> analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.</p><p>If today’s performance is any indication, investors may be about to see something similar play out.</p></body></html>","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>Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News</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\">\nTech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140473336","content_text":"This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, today began with many tech stocks falling, bracing for bad news from the Federal Open Markets Committee (FOMC). However, the tides have since changed; many of tech’s biggest names rebounded into market close.Of course, the sector has been under a lot of scrutiny from experts lately. When Netflix(NASDAQ:NFLX) reported disappointing earnings recently, it sparked discussion of whether the FAANG era was coming to an end. For anyone unaware, FAANG is an acronym referring to five of the biggest tech stocks: Meta Platforms(NASDAQ:FB),Amazon (NASDAQ:AMZN), Apple(NASDAQ:AAPL), Netflix and Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG).This morning, AAPL, AMZN, FB and GOOGL all began the day by dipping. This was expected, given the bearish energy swirling around high-growth stocks. Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.Let’s take a closer look at what today’s news means for markets.What’s Happening with Tech Stocks?What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. AsBarron’sreports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,CNBC reported the following:“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.Looking forward, more interest rate hikes are likely coming. PerBarron’s, the FOMC “anticipates ongoing increases in the target range will be appropriate.”What It MeansWhile the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,InvestorPlace analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.If today’s performance is any indication, investors may be about to see something similar play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031481801,"gmtCreate":1646644085377,"gmtModify":1676534146162,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"🥺☹️","listText":"🥺☹️","text":"🥺☹️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9031481801","repostId":"1145722807","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080335035,"gmtCreate":1649844236746,"gmtModify":1676534588314,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$</a>Buy the dip?","listText":"<a href=\"https://ttm.financial/S/SOS\">$SOS Limited(SOS)$</a>Buy the dip?","text":"$SOS Limited(SOS)$Buy the dip?","images":[{"img":"https://community-static.tradeup.com/news/2fa394bc6660f9d34664dcdde262b8f8","width":"1125","height":"3661"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9080335035","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575505381141188","authorId":"3575505381141188","name":"LuckyRice88","avatar":"https://static.tigerbbs.com/bcc3403a25cd5d9dd0d7aa7374357992","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575505381141188","idStr":"3575505381141188"},"content":"waiting for 0.25 to re enter","text":"waiting for 0.25 to re enter","html":"waiting for 0.25 to re enter"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089900426,"gmtCreate":1649940205813,"gmtModify":1676534611335,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Buy?","listText":"<a href=\"https://ttm.financial/S/MQ\">$Marqeta, Inc.(MQ)$</a>Buy?","text":"$Marqeta, Inc.(MQ)$Buy?","images":[{"img":"https://community-static.tradeup.com/news/77b969ac71909b71ad15a867e83cfed4","width":"1125","height":"3889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089900426","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018311727,"gmtCreate":1648971829920,"gmtModify":1676534430621,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01611\">$HUOBI TECH(01611)$</a>best buy now","listText":"<a href=\"https://ttm.financial/S/01611\">$HUOBI TECH(01611)$</a>best buy now","text":"$HUOBI TECH(01611)$best buy now","images":[{"img":"https://community-static.tradeup.com/news/0c4e83a7dc40360bda4ca10604a2d768","width":"1125","height":"3442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9018311727","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555022388069093","authorId":"3555022388069093","name":"WPAsh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3555022388069093","idStr":"3555022388069093"},"content":"can kindly share why this is a good stock been going downhill no sign of recovering from last year...","text":"can kindly share why this is a good stock been going downhill no sign of recovering from last year...","html":"can kindly share why this is a good stock been going downhill no sign of recovering from last year..."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9036844217,"gmtCreate":1647049237581,"gmtModify":1676534191261,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"☹️","listText":"☹️","text":"☹️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036844217","repostId":"2218944245","repostType":4,"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011705864,"gmtCreate":1648919788095,"gmtModify":1676534422135,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻👏🏻","listText":"👍🏻👍🏻👍🏻👏🏻","text":"👍🏻👍🏻👍🏻👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011705864","repostId":"1164394533","repostType":4,"repost":{"id":"1164394533","kind":"news","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":1648917046,"share":"https://ttm.financial/m/news/1164394533?lang=&edition=full_marsco","pubTime":"2022-04-03 00:30","market":"us","language":"en","title":"Tesla Delivers 310,048 Electric Vehicles in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1164394533","media":"Tiger Newspress","summary":"$Tesla$ just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries : 310,048Electric vehicle production : 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, G","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</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>Tesla Delivers 310,048 Electric Vehicles in the First Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Delivers 310,048 Electric Vehicles in the First Quarter\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\">2022-04-03 00:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164394533","content_text":"Tesla just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries (total): 310,048Electric vehicle production (total): 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033315982,"gmtCreate":1646187455170,"gmtModify":1676534101804,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033315982","repostId":"1189844728","repostType":4,"repost":{"id":"1189844728","kind":"news","pubTimestamp":1646186658,"share":"https://ttm.financial/m/news/1189844728?lang=&edition=full_marsco","pubTime":"2022-03-02 10:04","market":"us","language":"en","title":"It’s Time for Management to Buy Back NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1189844728","media":"investorplace","summary":"Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the sto","content":"<html><head></head><body><p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.</p><p>When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.</p><h2>NIO Stock Is Cheap Under $20</h2><p>As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.</p><p>Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.</p><p>What did Ford do over the same period?</p><p>In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.</p><p>According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.</p><h2>It makes Little Sense</h2><p>If you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.</p><p>Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”</p><p>In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.</p><p>Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.</p><p>One last thing on the valuation front.</p><p>Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?</p><p>Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.</p><h2>The Bottom Line</h2><p>In the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.</p><p>At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.</p><p>It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.</p><p>Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.</p><p>The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.</p><p>I’ll be watching in the coming weeks for an announcement from the company.</p></body></html>","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>It’s Time for Management to Buy Back NIO Stock</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\">\nIt’s Time for Management to Buy Back NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I ...</p>\n\n<a href=\"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189844728","content_text":"Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.NIO Stock Is Cheap Under $20As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.What did Ford do over the same period?In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.It makes Little SenseIf you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.One last thing on the valuation front.Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.I’ll be watching in the coming weeks for an announcement from the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059188129,"gmtCreate":1654311628761,"gmtModify":1676535430071,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059188129","repostId":"1175826570","repostType":2,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087022324,"gmtCreate":1650933569728,"gmtModify":1676534818106,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Awesome 👍🏻","listText":"Awesome 👍🏻","text":"Awesome 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087022324","repostId":"1167228649","repostType":4,"repost":{"id":"1167228649","kind":"news","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":1651112737,"share":"https://ttm.financial/m/news/1167228649?lang=&edition=full_marsco","pubTime":"2022-04-28 10:25","market":"us","language":"en","title":"Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=1167228649","media":"Tiger Newspress","summary":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</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>Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact</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\">\nAmazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact\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\">2022-04-28 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167228649","content_text":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.Latest ResultsAmazon reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.Amazon Q1 GuidanceNet sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.Here's what to watch in Amazon's upcoming report:While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.For context, last big holiday quarter, Amazon's revenue increased 9% year over year to $137.4 billion, near the high end of the company's guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.Last quarter's net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that's because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon's common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.Amazon Sales May Slow; Cloud, Advertising IntactEasing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don't expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.Can Amazon's Q1 Earnings Be The Inflection Point?Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter's earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.Analyst OpinionsClearBridge Investments Large Cap Growth Strategy has to say about Amazon.com, Inc. in its Q1 2022 investor letter:\"With Amazon’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.\"Morgan Stanley remains confident of the company's outperformance through FY23. It added, \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted: \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083215474,"gmtCreate":1650122845987,"gmtModify":1676534651619,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083215474","repostId":"1175785386","repostType":4,"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033676900,"gmtCreate":1646273717246,"gmtModify":1676534111467,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"😖","listText":"😖","text":"😖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033676900","repostId":"2216108026","repostType":4,"repost":{"id":"2216108026","kind":"highlight","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":1646255573,"share":"https://ttm.financial/m/news/2216108026?lang=&edition=full_marsco","pubTime":"2022-03-03 05:12","market":"us","language":"en","title":"Wall Street Ends Sharply Higher, Powell Assuages Rate Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2216108026","media":"Reuters","summary":"March 2 (Reuters) - Wall Street ended sharply higher on Wednesday after Federal Reserve Chair Jerome Powell signaled the central bank would likely raise interest rates less than some investors had fea","content":"<html><head></head><body><p>March 2 (Reuters) - Wall Street ended sharply higher on Wednesday after Federal Reserve Chair Jerome Powell signaled the central bank would likely raise interest rates less than some investors had feared.</p><p>Powell&#39;s comments, in testimony to the U.S. House of Representatives Financial Services Committee, helped calm investors after Russia&#39;s invasion of Ukraine sent markets into a tailspin.</p><p>Powell said he is inclined to support a 25 basis point rate hike in March, quelling some concerns about the potential for a more aggressive rate hike.</p><p>Traders now see a 95% probability of a 25 basis point hike in March.</p><p>All the 11 S&amp;P 500 sector indexes advanced, with financials jumping 2.6% after falling sharply so far this week. The banks index    rebounded 3% after hitting its lowest level since September 2021 in the previous session.</p><p>Energy shares resumed their march higher, with the S&amp;P 500 energy index    rallying 2.2% as Brent crude jumped to near eight-year highs after Western sanctions disrupted transport of commodities exported by Russia.</p><p>Russia&#39;s week-old invasion has yet to achieve its aim of overthrowing Ukraine&#39;s government. Ukrainians said they were battling on in the port of Kherson, the first sizeable city Russia claimed to have seized, while air strikes and bombardment caused further devastation in other cities.</p><p>&#34;From day to day you go from the fear of escalation that could make things very bad to the hope that it will not really happen and that cooler heads will prevail, and that the economy is strong enough to get through this,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta.</p><p>Apple    ended 2.1% higher after announcing a product launch for March 8, when it is expected to promote a low-cost version of its popular iPhone with 5G.</p><p>The Dow Jones Industrial Average    rose 1.79% to end at 33,891.35 points, while the S&amp;P 500    gained 1.86% to 4,386.54.</p><p>The Nasdaq Composite    climbed 1.62% to 13,752.02.</p><p>Reflecting the breadth of Wednesday&#39;s rally, the S&amp;P 500 value index    climbed 1.9% and the growth index    added 1.7%.</p><p>The Philadelphia Semiconductor Index    jumped 3.4%, lifted by an 8.2% jump in Micron Technology   .</p><p>Volume on U.S. exchanges was 13.1 billion shares, compared with a 12.4 billion average for the full session over the last 20 trading days.</p><p>Data showed U.S. private employers hired more workers than expected in February as the labor market recovery gathered steam.</p><p>Nordstrom Inc    surged 38% after the department store chain forecast upbeat full-year revenue and profit.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.60-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 26 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 51 new highs and 123 new lows.</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>Wall Street Ends Sharply Higher, Powell Assuages Rate Worries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Sharply Higher, Powell Assuages Rate Worries\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\">2022-03-03 05:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 2 (Reuters) - Wall Street ended sharply higher on Wednesday after Federal Reserve Chair Jerome Powell signaled the central bank would likely raise interest rates less than some investors had feared.</p><p>Powell&#39;s comments, in testimony to the U.S. House of Representatives Financial Services Committee, helped calm investors after Russia&#39;s invasion of Ukraine sent markets into a tailspin.</p><p>Powell said he is inclined to support a 25 basis point rate hike in March, quelling some concerns about the potential for a more aggressive rate hike.</p><p>Traders now see a 95% probability of a 25 basis point hike in March.</p><p>All the 11 S&amp;P 500 sector indexes advanced, with financials jumping 2.6% after falling sharply so far this week. The banks index    rebounded 3% after hitting its lowest level since September 2021 in the previous session.</p><p>Energy shares resumed their march higher, with the S&amp;P 500 energy index    rallying 2.2% as Brent crude jumped to near eight-year highs after Western sanctions disrupted transport of commodities exported by Russia.</p><p>Russia&#39;s week-old invasion has yet to achieve its aim of overthrowing Ukraine&#39;s government. Ukrainians said they were battling on in the port of Kherson, the first sizeable city Russia claimed to have seized, while air strikes and bombardment caused further devastation in other cities.</p><p>&#34;From day to day you go from the fear of escalation that could make things very bad to the hope that it will not really happen and that cooler heads will prevail, and that the economy is strong enough to get through this,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta.</p><p>Apple    ended 2.1% higher after announcing a product launch for March 8, when it is expected to promote a low-cost version of its popular iPhone with 5G.</p><p>The Dow Jones Industrial Average    rose 1.79% to end at 33,891.35 points, while the S&amp;P 500    gained 1.86% to 4,386.54.</p><p>The Nasdaq Composite    climbed 1.62% to 13,752.02.</p><p>Reflecting the breadth of Wednesday&#39;s rally, the S&amp;P 500 value index    climbed 1.9% and the growth index    added 1.7%.</p><p>The Philadelphia Semiconductor Index    jumped 3.4%, lifted by an 8.2% jump in Micron Technology   .</p><p>Volume on U.S. exchanges was 13.1 billion shares, compared with a 12.4 billion average for the full session over the last 20 trading days.</p><p>Data showed U.S. private employers hired more workers than expected in February as the labor market recovery gathered steam.</p><p>Nordstrom Inc    surged 38% after the department store chain forecast upbeat full-year revenue and profit.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.60-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 26 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 51 new highs and 123 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POWL":"Powell Industries","BK4096":"电气部件与设备",".DJI":"道琼斯","MU":"美光科技",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216108026","content_text":"March 2 (Reuters) - Wall Street ended sharply higher on Wednesday after Federal Reserve Chair Jerome Powell signaled the central bank would likely raise interest rates less than some investors had feared.Powell's comments, in testimony to the U.S. House of Representatives Financial Services Committee, helped calm investors after Russia's invasion of Ukraine sent markets into a tailspin.Powell said he is inclined to support a 25 basis point rate hike in March, quelling some concerns about the potential for a more aggressive rate hike.Traders now see a 95% probability of a 25 basis point hike in March.All the 11 S&P 500 sector indexes advanced, with financials jumping 2.6% after falling sharply so far this week. The banks index    rebounded 3% after hitting its lowest level since September 2021 in the previous session.Energy shares resumed their march higher, with the S&P 500 energy index    rallying 2.2% as Brent crude jumped to near eight-year highs after Western sanctions disrupted transport of commodities exported by Russia.Russia's week-old invasion has yet to achieve its aim of overthrowing Ukraine's government. Ukrainians said they were battling on in the port of Kherson, the first sizeable city Russia claimed to have seized, while air strikes and bombardment caused further devastation in other cities.\"From day to day you go from the fear of escalation that could make things very bad to the hope that it will not really happen and that cooler heads will prevail, and that the economy is strong enough to get through this,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta.Apple    ended 2.1% higher after announcing a product launch for March 8, when it is expected to promote a low-cost version of its popular iPhone with 5G.The Dow Jones Industrial Average    rose 1.79% to end at 33,891.35 points, while the S&P 500    gained 1.86% to 4,386.54.The Nasdaq Composite    climbed 1.62% to 13,752.02.Reflecting the breadth of Wednesday's rally, the S&P 500 value index    climbed 1.9% and the growth index    added 1.7%.The Philadelphia Semiconductor Index    jumped 3.4%, lifted by an 8.2% jump in Micron Technology   .Volume on U.S. exchanges was 13.1 billion shares, compared with a 12.4 billion average for the full session over the last 20 trading days.Data showed U.S. private employers hired more workers than expected in February as the labor market recovery gathered steam.Nordstrom Inc    surged 38% after the department store chain forecast upbeat full-year revenue and profit.Advancing issues outnumbered declining ones on the NYSE by a 2.60-to-1 ratio; on Nasdaq, a 1.95-to-1 ratio favored advancers.The S&P 500 posted 26 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 51 new highs and 123 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033315104,"gmtCreate":1646187527749,"gmtModify":1676534101820,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"Long term hold","listText":"Long term hold","text":"Long term hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033315104","repostId":"1184676692","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906128574,"gmtCreate":1659499546401,"gmtModify":1705981046341,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👏🏻","listText":"👏🏻","text":"👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906128574","repostId":"1143030449","repostType":4,"repost":{"id":"1143030449","kind":"news","pubTimestamp":1659493884,"share":"https://ttm.financial/m/news/1143030449?lang=&edition=full_marsco","pubTime":"2022-08-03 10:31","market":"us","language":"en","title":"Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=1143030449","media":"Benzinga","summary":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShar","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Analysts expect a rise in Hong Kong’s prime lending rate as early as this month</li><li>Shares of Alibaba and Baidu rise over 3%</li></ul><p>Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.</p><p><b>Macro News:</b> Hong Kong’s new leader <b>John Lee</b> has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. <b>Hong Kong Public Opinion Research Institute</b> conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.</p><p>Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.</p><p><b>Company News</b>: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.</p><p><b>Tesla Inc</b> rival <b>XPeng Motors</b> has built China&#39;s largest self-driving computing center named &#34;<b>Fuyao</b>&#34; for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.</p><p>With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.</p><p><b>Global Markets:</b> U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&amp;P 500 shed 0.67%, while the Nasdaq was down 0.16%.</p><p>Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.</p></body></html>","source":"lsy1606299360108","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>Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions</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\">\nAlibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","09888":"百度集团-SW"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143030449","content_text":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.Macro News: Hong Kong’s new leader John Lee has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. Hong Kong Public Opinion Research Institute conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.Company News: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.Tesla Inc rival XPeng Motors has built China's largest self-driving computing center named \"Fuyao\" for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.Global Markets: U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&P 500 shed 0.67%, while the Nasdaq was down 0.16%.Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908771440,"gmtCreate":1659448226883,"gmtModify":1705980443069,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908771440","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=&edition=full_marsco","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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>Alibaba: Be Greedy When Others Are Fearful</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\">\nAlibaba: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016455451,"gmtCreate":1649225344826,"gmtModify":1676534473682,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>:(","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>:(","text":"$Alibaba(09988)$:(","images":[{"img":"https://community-static.tradeup.com/news/7d8b04796564e56589a775fecf9c045a","width":"1125","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016455451","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018268369,"gmtCreate":1649043217066,"gmtModify":1676534441306,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>#bullish!","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>#bullish!","text":"$XIAOMI-W(01810)$#bullish!","images":[{"img":"https://community-static.tradeup.com/news/60e33f093c76340da074410097b22c57","width":"1125","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018268369","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011028975,"gmtCreate":1648788542123,"gmtModify":1676534399129,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02013\">$WEIMOB INC(02013)$</a>How is the outlook forthis stock?","listText":"<a href=\"https://ttm.financial/S/02013\">$WEIMOB INC(02013)$</a>How is the outlook forthis stock?","text":"$WEIMOB INC(02013)$How is the outlook forthis stock?","images":[{"img":"https://community-static.tradeup.com/news/bb8dfb00422996901c1d98cd103dbfe4","width":"1125","height":"3442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011028975","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9013958811,"gmtCreate":1648681521888,"gmtModify":1676534375852,"author":{"id":"3576457321753087","authorId":"3576457321753087","name":"AhChoo","avatar":"https://static.tigerbbs.com/69b5e19fab8a39fc971e90d107be4cd0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576457321753087","idStr":"3576457321753087"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>😑","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>😑","text":"$Beyond Meat, Inc.(BYND)$😑","images":[{"img":"https://community-static.tradeup.com/news/5cd5c8845a059636c4ed336f37adfc90","width":"1125","height":"4149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013958811","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}