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SteveTan1

SteveTan1

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2023-09-21

Waiting for the rate to drop.

Sorry, the original content has been removed

2023-09-09

Just a stock to buy n sell when the price is right for you.

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2023-06-07

Just waiting for the higher price

PLTR Stock Alert: Palantir Announces Amazon Launch

2023-05-10

$Palantir Technologies Inc.(PLTR)$ judging from it price point. It should be going up.

2023-05-09

Still waiting for its rise.

Palantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand

2023-03-04

Cool. Expected to grow in the long haul.

Tesla Stock Pops After China Sales Jump Year-Over-Year

2023-02-16

Hopefully it went up further

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2023-02-06

Quite a long of investors are still adapting to wait and see approach.

Hong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle

2023-02-06

So far most SG Reits are quite stable.

Interest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?

2022-11-24

Microsoft good choice

2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year

2022-10-22

See how it goes

SGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management

2022-09-19

Stock is still not in good shoes.

Alibaba: Best Contrarian Play Of Our Generation

2022-09-19

ASML sounds good. But must do some research before digging in.

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2022-09-17

Can slowly load in

@Lionel8383:Adobe plunged almost 17%, value buy or trap?

2021-09-15

$Apple(AAPL)$keep

2021-09-15

.....

2021-09-15

....

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2021-09-15

...

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2021-09-09

$BLUMONT GROUP LTD.(A33.SI)$ Used my 20 stock voucher

2021-09-08

$BLUMONT GROUP LTD.(A33.SI)$load

Go to Tiger App to see more news

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock Alert: Palantir Announces Amazon Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊"},"source_url":"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341869033","content_text":"Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Source: Spyro the Dragon / Shutterstock.comPalantir stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.PLTR Stock: Is This AI?Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”What Happens Next?Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.","news_type":1,"symbols_score_info":{"AMZN":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970018766,"gmtCreate":1683711640056,"gmtModify":1683711643023,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>judging from it price point. It should be going up.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>judging from it price point. It should be going up.","text":"$Palantir Technologies Inc.(PLTR)$ judging from it price point. It should be going up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970018766","isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947737077,"gmtCreate":1683595388400,"gmtModify":1683595392334,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Still waiting for its rise.","listText":"Still waiting for its rise.","text":"Still waiting for its rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947737077","repostId":"2334265216","repostType":2,"repost":{"id":"2334265216","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":1683587271,"share":"https://ttm.financial/m/news/2334265216?lang=en_US&edition=fundamental","pubTime":"2023-05-09 07:07","market":"us","language":"en","title":"Palantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2334265216","media":"Reuters","summary":"Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on i","content":"<html><head></head><body><p>Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest &#34;unlike anything we have seen&#34; in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b937eee8cfb49b46113cb9ddc4413005\" tg-width=\"851\" tg-height=\"628\"/></p><p>The new generative AI platform was launched two weeks ago and works on the same technology that&#39;s behind ChatGPT.</p><p>The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.</p><p>&#34;Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,&#34; said D.A. Davidson &amp; Co analyst Gil Luria.</p><p>The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.</p><p>The customers include &#34;one of the largest insurance companies in the world&#34; and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.</p><p>Palantir&#39;s first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.</p><p>The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.</p><p>Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.</p><p>It remains bullish on demand for its offerings in the United States, but faced challenges in &#34;certain areas&#34; internationally, Taylor said, without elaborating.</p><p>The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.</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>Palantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-09 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest &#34;unlike anything we have seen&#34; in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b937eee8cfb49b46113cb9ddc4413005\" tg-width=\"851\" tg-height=\"628\"/></p><p>The new generative AI platform was launched two weeks ago and works on the same technology that&#39;s behind ChatGPT.</p><p>The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.</p><p>&#34;Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,&#34; said D.A. Davidson &amp; Co analyst Gil Luria.</p><p>The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.</p><p>The customers include &#34;one of the largest insurance companies in the world&#34; and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.</p><p>Palantir&#39;s first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.</p><p>The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.</p><p>Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.</p><p>It remains bullish on demand for its offerings in the United States, but faced challenges in &#34;certain areas&#34; internationally, Taylor said, without elaborating.</p><p>The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334265216","content_text":"Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest \"unlike anything we have seen\" in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.The new generative AI platform was launched two weeks ago and works on the same technology that's behind ChatGPT.The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.\"Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,\" said D.A. Davidson & Co analyst Gil Luria.The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.The customers include \"one of the largest insurance companies in the world\" and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.Palantir's first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.It remains bullish on demand for its offerings in the United States, but faced challenges in \"certain areas\" internationally, Taylor said, without elaborating.The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940652691,"gmtCreate":1677893503213,"gmtModify":1677893507023,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Cool. Expected to grow in the long haul.","listText":"Cool. Expected to grow in the long haul.","text":"Cool. Expected to grow in the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940652691","repostId":"2316908486","repostType":2,"repost":{"id":"2316908486","kind":"highlight","pubTimestamp":1677886017,"share":"https://ttm.financial/m/news/2316908486?lang=en_US&edition=fundamental","pubTime":"2023-03-04 07:26","market":"us","language":"en","title":"Tesla Stock Pops After China Sales Jump Year-Over-Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2316908486","media":"Yahoo Finance","summary":"Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s whol","content":"<div>\n<p>Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","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 Stock Pops After China Sales Jump Year-Over-Year</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 Stock Pops After China Sales Jump Year-Over-Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316908486","content_text":"Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, according to China’s Passenger Car Association (CPCA). That also figure represents a 13% jump month over month from January.Shares of the EV maker were up nearly 4% in early afternoon trading on Friday.The increase in February shipments is not surprising given that CPCA said February sales of new energy vehicles, which include battery electric and hybrid sales, rose by 30% overall. And it noted last month that January would be a “weak” month for overall sales in the region due to the Chinese New Year.Nevertheless, stronger sales in February for Tesla is a positive development as competition rises in the important Chinese EV market, where Tesla is getting an increasing amount of its global sales.\"Tesla’s continued growth in China should come as no surprise,\" Chandan Kumar, head of products at ETF provider Indxx, said. \"As a logical result of this Tesla, despite what many Americans may think, only gets roughly 31% of its total sales from the US, with the rest essentially all from China and Europe.\"Recent price cuts in January of the Chinese-made Model 3 and the Model Y — which were cut by 13.5% and 10%, respectively — are clearly giving Tesla a boost in the region, despite competitors like BYD outselling them in February. BYD’s new energy vehicle sales jumped by over 100% to 193,655. Meanwhile, Tesla’s share of the new energy market in China slipped to 9% from 10% while BYD’s share rose to 37% from 27%, according to the CPCA.Tom Zhu, Tesla’s head of global manufacturing (and likely heir apparent to CEO Elon Musk), addressed concerns about demand in China earlier this week at Tesla’s Investor Day.“As long as you offer a product with value at an affordable price, you don’t have to worry about demand,” Zhu said during the Q&A portion of the event late Wednesday evening. Zhu noted the price cuts in China “generated huge demand, more than we can produce, really.” Tesla also cut prices in Australia, Japan, and South Korea in order to gin up demand.The price cuts of course were cheered by new Tesla buyers in China but were met with deep resentment and protests by recent buyers who were not given a refund or other forms of compensation, such as free charging, when the price cuts were announced.According to Tesla’s China website, the current wait time for all versions of the built-to-order Model 3 stands at one to four weeks, and the wait time for the Model Y SUV (RWD and dual motor) is two to five weeks.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954439104,"gmtCreate":1676528920408,"gmtModify":1676528924612,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Hopefully it went up further&nbsp;","listText":"Hopefully it went up further&nbsp;","text":"Hopefully it went up further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954439104","repostId":"2311746659","repostType":2,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955438161,"gmtCreate":1675654948953,"gmtModify":1676539938607,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Quite a long of investors are still adapting to wait and see approach.","listText":"Quite a long of investors are still adapting to wait and see approach.","text":"Quite a long of investors are still adapting to wait and see approach.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955438161","repostId":"1116061984","repostType":2,"repost":{"id":"1116061984","kind":"news","pubTimestamp":1675653817,"share":"https://ttm.financial/m/news/1116061984?lang=en_US&edition=fundamental","pubTime":"2023-02-06 11:23","market":"hk","language":"en","title":"Hong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle","url":"https://stock-news.laohu8.com/highlight/detail?id=1116061984","media":"South China Morning Post","summary":"Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concer","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/23ffb9598cdc77f2b054e325b9ddc260\" tg-width=\"1098\" tg-height=\"732\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more sanctions against Chinese companies.</p><p>The Hang Seng Index fell 2.55 per cent to 21,107.37 as of 11:27am local time, while the Tech Index lost 4 per cent and the Shanghai Composite Index retreated 1 per cent.</p><p><img src=\"https://static.tigerbbs.com/3b22b014614e983c99ee4cede44d0bec\" tg-width=\"830\" tg-height=\"160\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Group lost 3.77 per cent to HK$102.10, and Tencent dropped 2.86 per cent to HK$374. Baidu tumbled 3.31 per cent to HK$140, and JD.com slumped 5.03 per cent to HK$219.2. Developer Country Garden slid 3.93 per cent to HK$2.69. Macau casino operator Sands China lost 2.95 per cent to HK$28.</p><p><img src=\"https://static.tigerbbs.com/40217ac12b3a98d47795d1abc2662e4c\" tg-width=\"426\" tg-height=\"528\" width=\"100%\" height=\"auto\"/></p><p>The city’s benchmark stock index lost 4.5 per cent last week, the most since late October. Mainland investors sold HK$17.5 billion (US$2 billion) worth of Hong Kong-listed stocks last week, reducing net inflows this year to about US$500 million, according to Stock Connect data.</p><p>Almost 60 per cent of Chinese companies lost money in 2022, the highest in at least a decade, according to data compiled by Industrial Securities last week, based on reports released so far this year. China Hongqiao, the world’s largest aluminium producer, warned net profit could decrease 40 per cent in 2022. It crashed 5.9 per cent to HK$8.36, the biggest drop since November last year.</p><p>“Some investors are cashing out after profiting from the powerful rally during the past few months,” Zhang Qiyao, strategist at Industrial Securities said in a research note on Monday. The sentiment is also dipping as the market expects underwhelming earnings reports against the backdrop of weak economic data, he added.</p><p>Asian markets were mixed on Monday. The Nikkei 225 index in Tokyo jumped 1.1 per cent, while the benchmark indexes in South Korea and Australia dropped 0.2 to 0.8 per cent.</p></body></html>","source":"lsy1600132093512","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>Hong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle</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\">\nHong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","09988":"阿里巴巴-W"},"source_url":"https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116061984","content_text":"Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more sanctions against Chinese companies.The Hang Seng Index fell 2.55 per cent to 21,107.37 as of 11:27am local time, while the Tech Index lost 4 per cent and the Shanghai Composite Index retreated 1 per cent.Alibaba Group lost 3.77 per cent to HK$102.10, and Tencent dropped 2.86 per cent to HK$374. Baidu tumbled 3.31 per cent to HK$140, and JD.com slumped 5.03 per cent to HK$219.2. Developer Country Garden slid 3.93 per cent to HK$2.69. Macau casino operator Sands China lost 2.95 per cent to HK$28.The city’s benchmark stock index lost 4.5 per cent last week, the most since late October. Mainland investors sold HK$17.5 billion (US$2 billion) worth of Hong Kong-listed stocks last week, reducing net inflows this year to about US$500 million, according to Stock Connect data.Almost 60 per cent of Chinese companies lost money in 2022, the highest in at least a decade, according to data compiled by Industrial Securities last week, based on reports released so far this year. China Hongqiao, the world’s largest aluminium producer, warned net profit could decrease 40 per cent in 2022. It crashed 5.9 per cent to HK$8.36, the biggest drop since November last year.“Some investors are cashing out after profiting from the powerful rally during the past few months,” Zhang Qiyao, strategist at Industrial Securities said in a research note on Monday. The sentiment is also dipping as the market expects underwhelming earnings reports against the backdrop of weak economic data, he added.Asian markets were mixed on Monday. The Nikkei 225 index in Tokyo jumped 1.1 per cent, while the benchmark indexes in South Korea and Australia dropped 0.2 to 0.8 per cent.","news_type":1,"symbols_score_info":{"09988":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955438392,"gmtCreate":1675654822916,"gmtModify":1676539938592,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"So far most SG Reits are quite stable.","listText":"So far most SG Reits are quite stable.","text":"So far most SG Reits are quite stable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955438392","repostId":"1162463241","repostType":2,"repost":{"id":"1162463241","kind":"news","pubTimestamp":1675648754,"share":"https://ttm.financial/m/news/1162463241?lang=en_US&edition=fundamental","pubTime":"2023-02-06 09:59","market":"sg","language":"en","title":"Interest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162463241","media":"The Smart Investor","summary":"It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/53da385da04eff957fd52ce0b99b9b2b\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It’s no secret thatinterest rateshave jumped significantly in just a year.</p><p>Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then added another 0.5 percentage points in December.</p><p>These moves marked the fastest pace of rise since the 1980s.</p><p>Then, last month, the central bank raised interest rates by another 0.25 percentage points, bringing the benchmark rate to between 4.5% and 4.75%, in a bid to lower runawayinflation.</p><p>As a result,REITshave not had it easy as they are leveraged instruments that are sensitive to interest rate increases.</p><p>Higher rates not only translate into higher finance costs that crimp distributable income but also make it tougher for REITs to conduct acquisitions to grow their asset base and distribution per unit (DPU).</p><p>With interest rates poised to rise further, can REITs still manage to grow their DPU?</p><h2><b>Recent REIT acquisitions</b></h2><p>The higher rates have not stymied several REITs’ acquisition attempts.</p><p>Last December, <b>CapitaLand India Trust</b>(SGX: CY6U), or CLINT, acquired International Tech Park Pune in India for around S$221.9 million from its sponsor, <b>CapitaLand Investment Limited</b>(SGX: 9CI) and its joint venture partner.</p><p>In addition, just last month, CLINT inked a forward purchase agreement to acquire a one million square foot IT park located in Bangalore.</p><p>Meanwhile, <b>Frasers Centrepoint Trust</b>(SGX: J69U), or FCT, has also been busy.</p><p>The retail REIT partnered with its sponsor, <b>Frasers Property Limited</b>(SGX: TQ5), tojointly acquirea 50% stake in NEX mall in Serangoon.</p><p>The heartland mall enjoys nearly full occupancy and has a net property income yield of more than 4%.</p><p>From the two examples above, it’s clear that both FCT and CLINT are leveraging their sponsor to conduct acquisitions.</p><p>Hence, the presence of a strong and reputable sponsor can help a REIT to negotiate successful acquisitions.</p><p>These sponsors may even have a ready pipeline of assets that can be injected into the REIT, eliminating the need for the REIT to source for external acquisition opportunities.</p><p>One good example is <b>Keppel DC REIT</b>(SGX: AJBU).</p><p>The data centre REIT’s sponsor, <b>Keppel Corporation Limited</b>(SGX: BN4), has more than S$2 billion of potential data centre assets to inject into the REIT.</p><h2><b>Managing their debt</b></h2><p>Remember that REITs are not sitting ducks when rates surge.</p><p>The REIT manager has various methods to mitigate the effect of higher rates, such as locking in a proportion of its loans on fixed rates or having a well-spread-out debt maturity profile.</p><p>For instance, <b>CapitaLand Integrated Commercial Trust</b>(SGX: C38U) has 81% of its borrowings on fixed rates.</p><p>The retail cum commercial REIT also has its debt maturities spread out till 2033, with just 12% of its loans coming due this year.</p><p>Meanwhile, <b>Frasers Logistics &amp; Commercial Trust</b>(SGX: BUOU), or FLCT, has locked in 78.7% of its debt on fixed rates.</p><p>What’s more, just 3.2% of FLCT’s debt is coming due in September this year, and the REIT enjoys a very low cost of debt at just 1.7%.</p><h2><b>Organic growth initiatives</b></h2><p>All is not lost even if a REIT cannot identify suitable acquisitions.</p><p>The REIT manager can tap into organic growth initiatives to allow DPU to continue its climb.</p><p>These include asset enhancement initiatives (AEIs), positive rent reversions, and built-in rental escalation clauses.</p><p><b>CapitaLand Ascendas REIT</b>(SGX: A17U) completed two AEIs in 2022 worth S$16.3 million in Singapore.</p><p>The industrial REIT has an ongoing AEI with an estimated cost of S$15.5 million that should complete by the fourth quarter of 2023.</p><p><b>Mapletree Logistics Trust</b>(SGX: M44U) has once again reported a positive rental reversion of 2.9% for its current fiscal 2023’s third quarter.</p><p>The logistics REIT is continuing its run of more than 10 consecutive quarters of positive rent reversion, underscoring the strong leasing demand for its properties.</p><p>For Keppel DC REIT, built-in rental escalation clauses embedded within its leases have helped the data centre REIT to offset some inflationary impact.</p><h2><b>Get Smart: Where there’s a will, there’s a way</b></h2><p>As the above examples illustrate, REITs can still grow their DPU in a variety of ways despite the steadily-rising interest rate.</p><p>Savvy REIT managers can choose to lock in a greater proportion of the REIT’s loans at fixed rates or engage in organic growth initiatives to boost DPU.</p><p>And if all else fails, REITs with strong sponsors can tap into them for potential yield-accretive acquisitions.</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>Interest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?</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\">\nInterest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","A17U.SI":"凯德腾飞房产信托","BUOU.SI":"星狮物流工业信托"},"source_url":"https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162463241","content_text":"It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then added another 0.5 percentage points in December.These moves marked the fastest pace of rise since the 1980s.Then, last month, the central bank raised interest rates by another 0.25 percentage points, bringing the benchmark rate to between 4.5% and 4.75%, in a bid to lower runawayinflation.As a result,REITshave not had it easy as they are leveraged instruments that are sensitive to interest rate increases.Higher rates not only translate into higher finance costs that crimp distributable income but also make it tougher for REITs to conduct acquisitions to grow their asset base and distribution per unit (DPU).With interest rates poised to rise further, can REITs still manage to grow their DPU?Recent REIT acquisitionsThe higher rates have not stymied several REITs’ acquisition attempts.Last December, CapitaLand India Trust(SGX: CY6U), or CLINT, acquired International Tech Park Pune in India for around S$221.9 million from its sponsor, CapitaLand Investment Limited(SGX: 9CI) and its joint venture partner.In addition, just last month, CLINT inked a forward purchase agreement to acquire a one million square foot IT park located in Bangalore.Meanwhile, Frasers Centrepoint Trust(SGX: J69U), or FCT, has also been busy.The retail REIT partnered with its sponsor, Frasers Property Limited(SGX: TQ5), tojointly acquirea 50% stake in NEX mall in Serangoon.The heartland mall enjoys nearly full occupancy and has a net property income yield of more than 4%.From the two examples above, it’s clear that both FCT and CLINT are leveraging their sponsor to conduct acquisitions.Hence, the presence of a strong and reputable sponsor can help a REIT to negotiate successful acquisitions.These sponsors may even have a ready pipeline of assets that can be injected into the REIT, eliminating the need for the REIT to source for external acquisition opportunities.One good example is Keppel DC REIT(SGX: AJBU).The data centre REIT’s sponsor, Keppel Corporation Limited(SGX: BN4), has more than S$2 billion of potential data centre assets to inject into the REIT.Managing their debtRemember that REITs are not sitting ducks when rates surge.The REIT manager has various methods to mitigate the effect of higher rates, such as locking in a proportion of its loans on fixed rates or having a well-spread-out debt maturity profile.For instance, CapitaLand Integrated Commercial Trust(SGX: C38U) has 81% of its borrowings on fixed rates.The retail cum commercial REIT also has its debt maturities spread out till 2033, with just 12% of its loans coming due this year.Meanwhile, Frasers Logistics & Commercial Trust(SGX: BUOU), or FLCT, has locked in 78.7% of its debt on fixed rates.What’s more, just 3.2% of FLCT’s debt is coming due in September this year, and the REIT enjoys a very low cost of debt at just 1.7%.Organic growth initiativesAll is not lost even if a REIT cannot identify suitable acquisitions.The REIT manager can tap into organic growth initiatives to allow DPU to continue its climb.These include asset enhancement initiatives (AEIs), positive rent reversions, and built-in rental escalation clauses.CapitaLand Ascendas REIT(SGX: A17U) completed two AEIs in 2022 worth S$16.3 million in Singapore.The industrial REIT has an ongoing AEI with an estimated cost of S$15.5 million that should complete by the fourth quarter of 2023.Mapletree Logistics Trust(SGX: M44U) has once again reported a positive rental reversion of 2.9% for its current fiscal 2023’s third quarter.The logistics REIT is continuing its run of more than 10 consecutive quarters of positive rent reversion, underscoring the strong leasing demand for its properties.For Keppel DC REIT, built-in rental escalation clauses embedded within its leases have helped the data centre REIT to offset some inflationary impact.Get Smart: Where there’s a will, there’s a wayAs the above examples illustrate, REITs can still grow their DPU in a variety of ways despite the steadily-rising interest rate.Savvy REIT managers can choose to lock in a greater proportion of the REIT’s loans at fixed rates or engage in organic growth initiatives to boost DPU.And if all else fails, REITs with strong sponsors can tap into them for potential yield-accretive acquisitions.","news_type":1,"symbols_score_info":{"M44U.SI":0.9,"A17U.SI":0.9,"BUOU.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968471035,"gmtCreate":1669305586228,"gmtModify":1676538181536,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Microsoft good choice","listText":"Microsoft good choice","text":"Microsoft good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968471035","repostId":"2285388729","repostType":2,"repost":{"id":"2285388729","kind":"highlight","pubTimestamp":1669291216,"share":"https://ttm.financial/m/news/2285388729?lang=en_US&edition=fundamental","pubTime":"2022-11-24 20:00","market":"us","language":"en","title":"2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2285388729","media":"Motley Fool","summary":"Sticking with tried-and-true tech giants could be a formula for success in 2023.","content":"<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year</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\">\n2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285388729","content_text":"Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely on advertising to generate revenue.These challenges are making life particularly difficult for Microsoft and Google parent Alphabet. Even though the value of both companies steadily declined in 2022, they're still worth $1.8 trillion and $1.2 trillion, respectively, and they're retaining their positions as two of the largest companies in the world.How do these two stocks maintain their dominance in this difficult economy? By having multiple, diverse revenue streams, where one or two key business units pick up the slack from the others that are suffering. With 2023 right around the corner, investors should consider buying Microsoft and Alphabet stocks. Let's look at the reasons why.1. Microsoft is soaring through the cloudMicrosoft has a well-established portfolio of consumer brands, featuring the Windows operating system, the Office 365 document suite, the Surface line of notebook computers, and the Xbox gaming console. The latter two are under the most pressure, with device sales softening in recent quarters and user engagement in the Xbox ecosystem falling as society shifts back toward pre-pandemic habits.But this year is all about the cloud for Microsoft (though, to be honest, this has been the case for the past several years). Its intelligent-cloud segment is the largest of the company's three core business units, as the corporate sector continues to shift operations online. Microsoft's Azure cloud services platform grew its revenue by 35% in the recent first quarter of fiscal 2023 (ended Sept. 30), which was triple the 11% growth rate for the company's overall revenue.Azure offers hundreds of solutions to its business customers, from simple data storage to virtual machines to artificial intelligence, and the platform is ranked second in the industry behind Amazon Web Services. That's important because the cloud computing opportunity is estimated to be worth $484 billion this year but could grow to over $1.5 trillion annually by 2030 (according to Grand View Research).That's a compound annual growth rate of 15.7%. Since Azure is already growing significantly faster than that, it suggests it's acquiring market share along the way.While Microsoft experienced softness in its consumer-centric segments this year, the cloud  enabled the entire company to maintain a comfortable growth rate. But since there are already signs that inflationary pressures are easing, Microsoft's lagging businesses could see a resurgence as we enter 2023.Now might be an opportune time to buy Microsoft stock since it's trading at a 31% discount from its all-time high.2. Alphabet: Keep watching YouTube (not literally, of course)Alphabet is a key barometer for the advertising sector because almost its entire business relies on ad dollars to generate revenue. It's the parent company of Google, which still drives the whole organization, financially speaking, particularly through its market-leading search engine. But amid the weakening economy this year, businesses trimmed their marketing budgets, which led to a material slowdown in Alphabet's revenue growth.When a business observes broader economic weakness, it makes the safe assumption that consumers will have less spending power and the company will receive a smaller return on investment when it comes to advertising. As a result, Google Search revenue grew by just 4.2% year over year in the recent third quarter (ended Sept. 30). For context, it grew 10 times faster (44%) in the same quarter last year when the economy was roaring on the back of stimulus dollars and low interest rates.Similarly, Alphabet's YouTube video platform saw a 1.8% year-over-year decrease in advertising revenue during Q3 but is currently in the midst of an important transition. YouTube launched \"Shorts\" two years ago to compete with ByteDance's TikTok, which has swept the globe with its highly engaging short-form mobile video app. Shorts has been a major success, attracting 1.5 billion monthly users and 30 billion daily video views.The challenge is that short-form video monetizes at a lower rate than longer content. Since Shorts is cannibalizing the traditional YouTube video formats, the platform brought in less money recently.This will improve in 2023 as Alphabet makes premium content creation more lucrative for YouTube users because higher-quality content means higher prices for advertising spots. Plus, it's exploring new opportunities like shopping, which allows creators to link to products in their videos, bridging the gap between social media and e-commerce.While YouTube made up just 10.2% of Alphabet's total revenue in Q3, investors should expect it to be a more significant part of the company in the future as Shorts continues to grow. That's because short-form video engages a very young audience, which is a coveted factor for advertisers. But looking at the bigger picture, if the economy improves in 2023, Google Search should also roar back to life and supercharge Alphabet.With the stock price down 35% from its all-time high, this might be a great time to buy ahead of the new year.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"MSFT":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981388718,"gmtCreate":1666401436634,"gmtModify":1676537751967,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"See how it goes&nbsp;","listText":"See how it goes&nbsp;","text":"See how it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981388718","repostId":"1194241117","repostType":2,"repost":{"id":"1194241117","kind":"news","pubTimestamp":1666396890,"share":"https://ttm.financial/m/news/1194241117?lang=en_US&edition=fundamental","pubTime":"2022-10-22 08:01","market":"us","language":"en","title":"SGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management","url":"https://stock-news.laohu8.com/highlight/detail?id=1194241117","media":"The Smart Investor","summary":"Welcome to this week’s edition of top stock market highlights where we feature interesting snippets ","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.</p><h3><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><p>Tesla released its fiscal 2022’s third quarter (3Q2022) earnings this week.</p><p>The electric vehicle manufacturer posted a sparkling set of results and also saw a healthy jump in vehicle production and deliveries.</p><p>Total revenue jumped 56% year on year to US$21.4 billion.</p><p>Gross margin slipped slightly to 25.1% from 26.6% a year ago, but operating margin improved by 2.6 percentage points to 17.2% as operating expenses only rose 2% year on year.</p><p>Net profit for 3Q2022 doubled year on year from US$1.6 billion to US$3.3 billion, and Tesla also saw its free cash flow more than double to US$3.3 billion for the period.</p><p>The free cash flow margin improved significantly from 9.7% a year ago to 15.4%, and the company ended the quarter with US$21.1 billion of cash and investments.</p><p>The increase in revenue was attributed to higher vehicle deliveries for the quarter along with higher year on year average selling prices.</p><p>Tesla also saw total production surge by 54% year on year to 365,923 units while deliveries were up 42% year on year to 343,830.</p><p>The company provided a sanguine outlook and continues to expect a 50% average annual growth in vehicle deliveries.</p><p>It is also advancing on the industrialisation of Cybertruck, an all-electric pick-up truck made up of scratch and dent-resistant stainless steel,</p><p>Meanwhile, Tesla is also slated to start deliveries for its Class 8 truck, Tesla Semi, in December 2022, with plans to ramp production up to 50,000 units by 2024.</p><h3><a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries Limited</a></h3><p>Sembcorp Industries Limited, or SCI, announced that it had clinched an investment licence to develop a new industrial park in Can Tho, Vietnam.</p><p>Spanning 293.7 hectares, the industrial park will be operated by the Vietnam Singapore Industrial Park (VSIP) Group.</p><p>SCI is the joint master developer of these VSIP projects along with its partner Becamex IDC Corporation.</p><p>Can Tho is classified as a Class 1 city and Vietnam’s central government has announced a new master plan to make the city a centre for trade and services by 2030.</p><p>This new plan has infrastructure investments planned that are slated to increase Can Tho’s importance as a mega food-processing and distribution hub.</p><p>CEO of Sembcorp Development, Mr Kelvin Teo, commented that SCI has a portfolio of 11 large-scale developments across eight provinces in Vietnam through the VSIP Group.</p><p>SCI’s Integrated Urban Solutions division reported revenue of S$217 million for the first half of 2022 (1H2022), flat year on year.</p><p>Net profit before exceptional items for the segment dipped by 2% year on year to S$62 million.</p><p>During 1H2022, the division commenced the development of 1,000 hectares of VSIP Binh Duong and also incorporated a joint venture company to develop a 481-hectare site at Quang Tai Industrial Park.</p><h3><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a></h3><p>United Overseas Bank’s asset management arm, or UOBAM, has launched an interesting new exchange-traded fund (ETF) that retail investors can purchase.</p><p>Named UOBAM Ping An ChiNext ETF, it allows investors to access China’s ChiNext market, which is currently only limited to mainland Chinese and foreign institutional investors.</p><p>The ChiNext index comprises the 100 largest and most liquid A-shares listed on the Shenzhen Stock Exchange.</p><p>This is the first ETF launched after Singapore Exchange Limited (SGX: S68) signed a memorandum of understanding with the Shenzhen Stock Exchange.</p><p>UOBAM Ping An ChiNext ETF will provide investors with exposure to innovative growth companies and sectors in China.</p><p>Industrials take up the bulk (41%) of the ETF, with healthcare and information technology making up 22.4% and 13.5% of the ETF’s composition, respectively.</p><p>The ETF is rebalanced twice yearly and includes market leaders such as Shenzhen Mindray Bio-Medical (SHE: 300760) and Contemporary Amperex Technology (SHE: 300750).</p><p>The IPO opened yesterday and closes on 3 November with the issue price of each unit being S$1.00.</p><p>The ETF is expected to list on 14 November and can be traded in either Singapore or US dollars.</p><p>Investors have the bonus of being able to use their Supplementary Retirement Scheme (SRS) funds to invest in this new ETF, opening up yet another option to park their money for better returns.</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>SGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management</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\">\nSGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.TeslaTesla released its fiscal 2022’s third quarter (3Q2022) ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","TSLA":"特斯拉","U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194241117","content_text":"Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.TeslaTesla released its fiscal 2022’s third quarter (3Q2022) earnings this week.The electric vehicle manufacturer posted a sparkling set of results and also saw a healthy jump in vehicle production and deliveries.Total revenue jumped 56% year on year to US$21.4 billion.Gross margin slipped slightly to 25.1% from 26.6% a year ago, but operating margin improved by 2.6 percentage points to 17.2% as operating expenses only rose 2% year on year.Net profit for 3Q2022 doubled year on year from US$1.6 billion to US$3.3 billion, and Tesla also saw its free cash flow more than double to US$3.3 billion for the period.The free cash flow margin improved significantly from 9.7% a year ago to 15.4%, and the company ended the quarter with US$21.1 billion of cash and investments.The increase in revenue was attributed to higher vehicle deliveries for the quarter along with higher year on year average selling prices.Tesla also saw total production surge by 54% year on year to 365,923 units while deliveries were up 42% year on year to 343,830.The company provided a sanguine outlook and continues to expect a 50% average annual growth in vehicle deliveries.It is also advancing on the industrialisation of Cybertruck, an all-electric pick-up truck made up of scratch and dent-resistant stainless steel,Meanwhile, Tesla is also slated to start deliveries for its Class 8 truck, Tesla Semi, in December 2022, with plans to ramp production up to 50,000 units by 2024.Sembcorp Industries LimitedSembcorp Industries Limited, or SCI, announced that it had clinched an investment licence to develop a new industrial park in Can Tho, Vietnam.Spanning 293.7 hectares, the industrial park will be operated by the Vietnam Singapore Industrial Park (VSIP) Group.SCI is the joint master developer of these VSIP projects along with its partner Becamex IDC Corporation.Can Tho is classified as a Class 1 city and Vietnam’s central government has announced a new master plan to make the city a centre for trade and services by 2030.This new plan has infrastructure investments planned that are slated to increase Can Tho’s importance as a mega food-processing and distribution hub.CEO of Sembcorp Development, Mr Kelvin Teo, commented that SCI has a portfolio of 11 large-scale developments across eight provinces in Vietnam through the VSIP Group.SCI’s Integrated Urban Solutions division reported revenue of S$217 million for the first half of 2022 (1H2022), flat year on year.Net profit before exceptional items for the segment dipped by 2% year on year to S$62 million.During 1H2022, the division commenced the development of 1,000 hectares of VSIP Binh Duong and also incorporated a joint venture company to develop a 481-hectare site at Quang Tai Industrial Park.United Overseas BankUnited Overseas Bank’s asset management arm, or UOBAM, has launched an interesting new exchange-traded fund (ETF) that retail investors can purchase.Named UOBAM Ping An ChiNext ETF, it allows investors to access China’s ChiNext market, which is currently only limited to mainland Chinese and foreign institutional investors.The ChiNext index comprises the 100 largest and most liquid A-shares listed on the Shenzhen Stock Exchange.This is the first ETF launched after Singapore Exchange Limited (SGX: S68) signed a memorandum of understanding with the Shenzhen Stock Exchange.UOBAM Ping An ChiNext ETF will provide investors with exposure to innovative growth companies and sectors in China.Industrials take up the bulk (41%) of the ETF, with healthcare and information technology making up 22.4% and 13.5% of the ETF’s composition, respectively.The ETF is rebalanced twice yearly and includes market leaders such as Shenzhen Mindray Bio-Medical (SHE: 300760) and Contemporary Amperex Technology (SHE: 300750).The IPO opened yesterday and closes on 3 November with the issue price of each unit being S$1.00.The ETF is expected to list on 14 November and can be traded in either Singapore or US dollars.Investors have the bonus of being able to use their Supplementary Retirement Scheme (SRS) funds to invest in this new ETF, opening up yet another option to park their money for better returns.","news_type":1,"symbols_score_info":{"TSLA":0.9,"U11.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910943680,"gmtCreate":1663550633340,"gmtModify":1676537287977,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Stock is still not in good shoes.&nbsp;","listText":"Stock is still not in good shoes.&nbsp;","text":"Stock is still not in good shoes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910943680","repostId":"1184360738","repostType":2,"repost":{"id":"1184360738","kind":"news","pubTimestamp":1663566611,"share":"https://ttm.financial/m/news/1184360738?lang=en_US&edition=fundamental","pubTime":"2022-09-19 13:50","market":"us","language":"en","title":"Alibaba: Best Contrarian Play Of Our Generation","url":"https://stock-news.laohu8.com/highlight/detail?id=1184360738","media":"Seeking Alpha","summary":"SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>China commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.</li><li>Focus on cost optimization and cost structure has yielded positive results thus far as the cost efficiency of Alibaba improves.</li><li>Alibaba Cloud shows strength from the non-internet sector and management continues to focus on investments into the cloud business to drive long-term growth and maintain its market leadership.</li><li>International commerce was resilient in the quarter, proving Alibaba with some diversification benefits as it looks toward international expansion of its e-commerce business.</li><li>My target price for Alibaba is $164, implying an 86% upside from current levels.</li></ul><p>Alibaba (NYSE:BABA) is increasingly looking very compelling at the current levels as the fundamentals of the business looks to be improving while sentiment is still rather negative. For investors looking for a contrarian opportunity, I think that Alibaba could be thestock to watch, and this article highlights why.</p><p><b>Investment thesis</b></p><p>I think we are starting to see positive revisions for Alibaba&#39;s forward estimates and with improving news flow and better financial results, the risk/reward opportunity skews towards more favorable and as such, a contrarian investor would buy at current levels because of the following:</p><ol><li><b>China commerce:</b> With more than 1 billion users on its platforms with an average spend of $1,300 per year, the next growth driver will be to increase wallet per share and to monetize this huge platform of users, driving quality growth for the future.</li><li><b>International commerce:</b> With e-commerce penetration in Southeast Asia remaining the structural driver for growth in the long-term, Lazada continues to be a key pillar in Alibaba&#39;s future growth. With the expertise in e-commerce in China, there are synergies to be reaped from Alibaba to leverage on in its expansion for Lazada in Southeast Asia.</li><li><b>Cloud:</b> With a market leadership position in the Asia-Pacific region, Alibaba Cloud will continue to maintain leadership and grow at a quick pace. With multiple levers to pull, there are international expansion opportunities that can drive the next phase of growth for the business.</li><li><b>Investing for growth in the future:</b> The company remains committed to strategic and technology investments that are necessary for the long-term growth of the company, which will ensure sustainable and quality growth in its business.</li></ol><p><b>China commerce trends looking good</b></p><p>In June, Alibaba management saw signs of recovery in their China commerce business due to deliveries returning back to normal, as well as improvement in the logistics situation in China after the April and May period. This year&#39;s 618 festival logged positive growth, which was encouraging given the difficult operating environment Alibaba was operating in within China during the period. Also, management continued to see the recovery in China commerce business in July as momentum for the business continues.</p><p>That said, I am also wary of how the changes in macroeconomic environment as well as consumer sentiment may affect e-commerce as consumption spending is reduced during periods of economic downturns. Based on the NBS data shared by the Chinese government, spending as a percentage of disposable income fell from 69% in the first half of the prior year to 64% in the first half of this year. Furthermore, I would add that this fall in spend as a percentage of disposable income was more pronounced in urban areas relative to rural areas. What this tells me is that there is the potential for discretionary spending to come down as consumers focus more on staples in the current uncertain economic environment.</p><p>As such, although I think we are starting to see some progress and improvement in consumption in Alibaba&#39;s numbers, we might need more time for the consumer sentiment and economy to be strong enough to have a full recovery in China commerce.</p><p>To address the rising concerns about threats from short form videos competitors like TikTok and Kuaishou (OTCPK:KUASF), management commented that they see short videos as a content format and that Alibaba as a business also uses these short form videos on its platforms. For example, on the Taobao app, more than half of the content consumers view are in the short video format. As Alibaba continues to face different competitors that may vie for the e-commerce market, management remains focused on adopting new technologies like it has in the past, be it through moving to mobile or adopting short form videos. Ultimately, I think that it is important that Alibaba as a company adapts to the rapidly changing e-commerce environment as any new innovation or change in the industry may affect the way people interact, the way they engage and the way they consume.</p><p><b>Cost control initiatives to drive quality growth</b></p><p>With Alibaba executing its optimization initiatives and cutting costs, the current quarter&#39;s adjusted EBITDA margins of 20% came in as a beat on expectations.</p><p>The main focus for management in the near term is to optimize its cost structure, which it has been focusing on for close to one year now. In my view, the beat on EBITDA margins and especially so for the China commerce EBITDA beat, shows the effectiveness in management&#39;s cost structure optimizations strategy. I think moving forward, we will continue to see management do a wide range of strategies across its different businesses to streamline the cost structure and execute on its cost optimization plans.</p><p>As Alibaba&#39;s financial position remains healthy, the management has significant flexibility to balance between their current cost optimization strategy and to continue to make strategic and technology investments for the long-term growth of Alibaba. With China commerce, having passed the1 billion annual active consumer mark, the next phase of growth comes from building this relationship with the customer to deepen the relationship and build better loyalty and trust with the customer. As a result, the company needs to continue to invest in high quality infrastructure and technology for the China commerce business for the long-term sustainable growth of the segment. With this improved relationship and better segmentation of the various types of users, as well as the continued investments made by the company, I think we will start to see China commerce growth reaccelerate again.</p><p><b>International commerce</b></p><p>I was slightly disappointed with the results from international commerce this quarter. However, to be fair, the segment is facing headwinds from the European Union&#39;s VAT rules on international commerce retail. As a result, the international commerce revenues for the quarter increased only by 2% year on year to RMB15.5 billion. Headwinds from EU VAT rules on international commerce retail</p><p>In particular, the combined business of Lazada, AliExpress, Trendyol and Daraz fell by 4% year on year. This weakness was due to the declining orders from AliExpress due to the changes in the EU VAT rules highlighted above, as well as disruptions in the supply chain in the region and the weakness of the Euro relative to the US dollar.</p><p>As for Lazada in Southeast Asia, we continue to see resilience order growth of 10% in the region year on year. There is some deceleration to be expected in the business as I think this is due to the impact from consumers moving into a post pandemic world as mobility restrictions improve in the region. However, I continue to have conviction in e-commerce in Southeast Asia in the long term as there are structural tailwinds driving the business that the short-term deceleration will not deter. Also, for Lazada, the company&#39;s efforts to focus on improvements in operating efficiency resulted in narrowing of loss for the business in the current quarter.</p><p>Trendyolsaw strong growth in the segment as the business grew 46% year on year. The company plans to focus more into high-frequency local consumer services business. Also, Trendyol served more than 225K merchants on its marketplace platform in the quarter.</p><p><b>Cloud computing recovering from non-internet sectors</b></p><p>In the current quarter, we saw the cloud computing revenues grow by 10% year on year, and the growth was driven by the recovery of non-internet industry. The recovery in the non-internet sector was driven by sectors like financial services, public services for example. However, this was offset by weakness from the internet, online education sectors. The internet sector, in particular, was rather weak due to Alibaba&#39;s largest customer gradually stopping the use of Alibaba Cloud for its overseas business due to certain requirements, as well as softer demand from other internet customers.</p><p>As a result of the weakness from the internet sectors, non-internet sectors accounted for 53% of cloud revenues in the current quarter, up 5 percentage points from the prior year.</p><p>Alibaba Cloud continues to innovate and remain committed to be competitive in the industry. For example, to ensure it maintains its competitive edge, Alibaba Cloud continues to focus on new proprietary technology such as Cloud Infrastructure Processing Unit(CIPU), to provide customers with new product offerings and industry-specific solutions.</p><p><b>Positive GMV growth for local consumer services</b></p><p>Due to COVID-19 disruptions, Eleme&#39;s restaurant orders declined during the quarter while this was offset by the stronger non-restaurant delivery orders during the quarter. As a result, the revenues for the segment grew at 5% year on year to RMB10.6 billion. On a positive note, the company is seeing the GMV growth turn positive in June 2022 as the business conditions normalize in June after a difficult April to May period.</p><p>Valuation</p><p>I continue to use a sum of the parts valuation model for Alibaba, segregating the business into its respective segments. For China commerce, international commerce, Youku and the cloud businesses, these are valued by DCF while the investments as well as Cainiao were based on recent market capitalization of these companies as well as valuation at the last transaction. With a holding discount of 55% applied, the target price for Alibaba is $164, implying an 86% upside from current levels.</p><p><img src=\"https://static.tigerbbs.com/45b848c31cc2e1629f5155c9c0590d18\" tg-width=\"432\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/></p><p>SOTP Valuation for Alibaba(Author generated)</p><p><b>Risks</b></p><p>Competition</p><p>While Alibaba continues to invest and position itself for the future, the company&#39;s leadership position in the e-commerce segment in China may come under pressure if local competitors attempt to take market share from the company. These players include JD.com (JD) and Pinduoduo (PDD) that can cause increased competitive pressures in the market. With international players like Amazon (AMZN) and Sea Limited&#39;s (SE) Shopee competing in its overseas markets, this could pose competitive pressures in Alibaba&#39;s overseas markets.</p><p>Regulatory and political risks</p><p>This remains one of the biggest risks with big tech firms in China, but there are signs of easing of the crackdown. In addition, China has now completed the overhaul of the antitrust laws that aims to target big tech firms in China over anti-monopolistic behaviors. However, there are always risks that China may once again take aim at Alibaba or other big tech firms that may cause further pain to shareholders.</p><p>Cloud risks</p><p>As a result of intensifying competition from Huawei, Tencent (OTCPK:TCEHY) and China Telecom, Alibaba Cloud could face increased pressures for growth. Given its market leadership in the segment, this makes the company more vulnerable should other enterprises shift away from Alibaba.</p><p><b>Conclusion</b></p><p>The investment case for Alibaba is looking ever more compelling. The China commerce business is recovering from the early covid disruption and the next phase of growth driven by increased wallet share will reaccelerate the revenue growth for the segment. The international commerce and local consumer services segments will continue to grow rapidly as there are strong structural tailwinds supporting these businesses. Lastly, Alibaba Cloud will leverage on new growth opportunities in the form of the non-internet sector and international expansion to maintain its leadership cloud position. The target price for Alibaba is $164, implying 86% upside from current levels. With the improving fundamentals and negative sentiment for the stock, I do see Alibaba as one of the best contrarian investments in our generation.</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: Best Contrarian Play Of Our Generation</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: Best Contrarian Play Of Our Generation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.Focus on cost optimization and cost structure has yielded positive ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184360738","content_text":"SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.Focus on cost optimization and cost structure has yielded positive results thus far as the cost efficiency of Alibaba improves.Alibaba Cloud shows strength from the non-internet sector and management continues to focus on investments into the cloud business to drive long-term growth and maintain its market leadership.International commerce was resilient in the quarter, proving Alibaba with some diversification benefits as it looks toward international expansion of its e-commerce business.My target price for Alibaba is $164, implying an 86% upside from current levels.Alibaba (NYSE:BABA) is increasingly looking very compelling at the current levels as the fundamentals of the business looks to be improving while sentiment is still rather negative. For investors looking for a contrarian opportunity, I think that Alibaba could be thestock to watch, and this article highlights why.Investment thesisI think we are starting to see positive revisions for Alibaba's forward estimates and with improving news flow and better financial results, the risk/reward opportunity skews towards more favorable and as such, a contrarian investor would buy at current levels because of the following:China commerce: With more than 1 billion users on its platforms with an average spend of $1,300 per year, the next growth driver will be to increase wallet per share and to monetize this huge platform of users, driving quality growth for the future.International commerce: With e-commerce penetration in Southeast Asia remaining the structural driver for growth in the long-term, Lazada continues to be a key pillar in Alibaba's future growth. With the expertise in e-commerce in China, there are synergies to be reaped from Alibaba to leverage on in its expansion for Lazada in Southeast Asia.Cloud: With a market leadership position in the Asia-Pacific region, Alibaba Cloud will continue to maintain leadership and grow at a quick pace. With multiple levers to pull, there are international expansion opportunities that can drive the next phase of growth for the business.Investing for growth in the future: The company remains committed to strategic and technology investments that are necessary for the long-term growth of the company, which will ensure sustainable and quality growth in its business.China commerce trends looking goodIn June, Alibaba management saw signs of recovery in their China commerce business due to deliveries returning back to normal, as well as improvement in the logistics situation in China after the April and May period. This year's 618 festival logged positive growth, which was encouraging given the difficult operating environment Alibaba was operating in within China during the period. Also, management continued to see the recovery in China commerce business in July as momentum for the business continues.That said, I am also wary of how the changes in macroeconomic environment as well as consumer sentiment may affect e-commerce as consumption spending is reduced during periods of economic downturns. Based on the NBS data shared by the Chinese government, spending as a percentage of disposable income fell from 69% in the first half of the prior year to 64% in the first half of this year. Furthermore, I would add that this fall in spend as a percentage of disposable income was more pronounced in urban areas relative to rural areas. What this tells me is that there is the potential for discretionary spending to come down as consumers focus more on staples in the current uncertain economic environment.As such, although I think we are starting to see some progress and improvement in consumption in Alibaba's numbers, we might need more time for the consumer sentiment and economy to be strong enough to have a full recovery in China commerce.To address the rising concerns about threats from short form videos competitors like TikTok and Kuaishou (OTCPK:KUASF), management commented that they see short videos as a content format and that Alibaba as a business also uses these short form videos on its platforms. For example, on the Taobao app, more than half of the content consumers view are in the short video format. As Alibaba continues to face different competitors that may vie for the e-commerce market, management remains focused on adopting new technologies like it has in the past, be it through moving to mobile or adopting short form videos. Ultimately, I think that it is important that Alibaba as a company adapts to the rapidly changing e-commerce environment as any new innovation or change in the industry may affect the way people interact, the way they engage and the way they consume.Cost control initiatives to drive quality growthWith Alibaba executing its optimization initiatives and cutting costs, the current quarter's adjusted EBITDA margins of 20% came in as a beat on expectations.The main focus for management in the near term is to optimize its cost structure, which it has been focusing on for close to one year now. In my view, the beat on EBITDA margins and especially so for the China commerce EBITDA beat, shows the effectiveness in management's cost structure optimizations strategy. I think moving forward, we will continue to see management do a wide range of strategies across its different businesses to streamline the cost structure and execute on its cost optimization plans.As Alibaba's financial position remains healthy, the management has significant flexibility to balance between their current cost optimization strategy and to continue to make strategic and technology investments for the long-term growth of Alibaba. With China commerce, having passed the1 billion annual active consumer mark, the next phase of growth comes from building this relationship with the customer to deepen the relationship and build better loyalty and trust with the customer. As a result, the company needs to continue to invest in high quality infrastructure and technology for the China commerce business for the long-term sustainable growth of the segment. With this improved relationship and better segmentation of the various types of users, as well as the continued investments made by the company, I think we will start to see China commerce growth reaccelerate again.International commerceI was slightly disappointed with the results from international commerce this quarter. However, to be fair, the segment is facing headwinds from the European Union's VAT rules on international commerce retail. As a result, the international commerce revenues for the quarter increased only by 2% year on year to RMB15.5 billion. Headwinds from EU VAT rules on international commerce retailIn particular, the combined business of Lazada, AliExpress, Trendyol and Daraz fell by 4% year on year. This weakness was due to the declining orders from AliExpress due to the changes in the EU VAT rules highlighted above, as well as disruptions in the supply chain in the region and the weakness of the Euro relative to the US dollar.As for Lazada in Southeast Asia, we continue to see resilience order growth of 10% in the region year on year. There is some deceleration to be expected in the business as I think this is due to the impact from consumers moving into a post pandemic world as mobility restrictions improve in the region. However, I continue to have conviction in e-commerce in Southeast Asia in the long term as there are structural tailwinds driving the business that the short-term deceleration will not deter. Also, for Lazada, the company's efforts to focus on improvements in operating efficiency resulted in narrowing of loss for the business in the current quarter.Trendyolsaw strong growth in the segment as the business grew 46% year on year. The company plans to focus more into high-frequency local consumer services business. Also, Trendyol served more than 225K merchants on its marketplace platform in the quarter.Cloud computing recovering from non-internet sectorsIn the current quarter, we saw the cloud computing revenues grow by 10% year on year, and the growth was driven by the recovery of non-internet industry. The recovery in the non-internet sector was driven by sectors like financial services, public services for example. However, this was offset by weakness from the internet, online education sectors. The internet sector, in particular, was rather weak due to Alibaba's largest customer gradually stopping the use of Alibaba Cloud for its overseas business due to certain requirements, as well as softer demand from other internet customers.As a result of the weakness from the internet sectors, non-internet sectors accounted for 53% of cloud revenues in the current quarter, up 5 percentage points from the prior year.Alibaba Cloud continues to innovate and remain committed to be competitive in the industry. For example, to ensure it maintains its competitive edge, Alibaba Cloud continues to focus on new proprietary technology such as Cloud Infrastructure Processing Unit(CIPU), to provide customers with new product offerings and industry-specific solutions.Positive GMV growth for local consumer servicesDue to COVID-19 disruptions, Eleme's restaurant orders declined during the quarter while this was offset by the stronger non-restaurant delivery orders during the quarter. As a result, the revenues for the segment grew at 5% year on year to RMB10.6 billion. On a positive note, the company is seeing the GMV growth turn positive in June 2022 as the business conditions normalize in June after a difficult April to May period.ValuationI continue to use a sum of the parts valuation model for Alibaba, segregating the business into its respective segments. For China commerce, international commerce, Youku and the cloud businesses, these are valued by DCF while the investments as well as Cainiao were based on recent market capitalization of these companies as well as valuation at the last transaction. With a holding discount of 55% applied, the target price for Alibaba is $164, implying an 86% upside from current levels.SOTP Valuation for Alibaba(Author generated)RisksCompetitionWhile Alibaba continues to invest and position itself for the future, the company's leadership position in the e-commerce segment in China may come under pressure if local competitors attempt to take market share from the company. These players include JD.com (JD) and Pinduoduo (PDD) that can cause increased competitive pressures in the market. With international players like Amazon (AMZN) and Sea Limited's (SE) Shopee competing in its overseas markets, this could pose competitive pressures in Alibaba's overseas markets.Regulatory and political risksThis remains one of the biggest risks with big tech firms in China, but there are signs of easing of the crackdown. In addition, China has now completed the overhaul of the antitrust laws that aims to target big tech firms in China over anti-monopolistic behaviors. However, there are always risks that China may once again take aim at Alibaba or other big tech firms that may cause further pain to shareholders.Cloud risksAs a result of intensifying competition from Huawei, Tencent (OTCPK:TCEHY) and China Telecom, Alibaba Cloud could face increased pressures for growth. Given its market leadership in the segment, this makes the company more vulnerable should other enterprises shift away from Alibaba.ConclusionThe investment case for Alibaba is looking ever more compelling. The China commerce business is recovering from the early covid disruption and the next phase of growth driven by increased wallet share will reaccelerate the revenue growth for the segment. The international commerce and local consumer services segments will continue to grow rapidly as there are strong structural tailwinds supporting these businesses. Lastly, Alibaba Cloud will leverage on new growth opportunities in the form of the non-internet sector and international expansion to maintain its leadership cloud position. The target price for Alibaba is $164, implying 86% upside from current levels. With the improving fundamentals and negative sentiment for the stock, I do see Alibaba as one of the best contrarian investments in our generation.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910957421,"gmtCreate":1663550457063,"gmtModify":1676537287898,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"ASML sounds good. But must do some research before digging in.","listText":"ASML sounds good. But must do some research before digging in.","text":"ASML sounds good. But must do some research before digging in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910957421","repostId":"1178217025","repostType":2,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937681892,"gmtCreate":1663420086416,"gmtModify":1676537268198,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"Can slowly load in","listText":"Can slowly load in","text":"Can slowly load in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937681892","repostId":"9934764548","repostType":1,"repost":{"id":9934764548,"gmtCreate":1663303358285,"gmtModify":1676537248729,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113824102564902","authorIdStr":"4113824102564902"},"themes":[],"title":"Adobe plunged almost 17%, value buy or trap?","htmlText":"Adobe ( <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>) plunged almost 17% on Thursday when it reported its earnings. This was in addition to the market's reaction on its $20 billion deal on acquiring Figma, a collaborative design platform developer, in a half cash, half stock in which Figma's employees would receive 6 million additional Adobe restricted stock units that will vest over four years from closure of the deal.Adobe expects Figma to add to the company's earnings by the third year of the after the deal's completion, and it suggests that Adobe's earnings would see a negative impact for two years.Additionally, Adobe guided their fourth quarterfiscal 2022 revenue to $4.52 billion and EPS of $3.50 per share, while analysts had expected$4.6 billion and $3.47 EPS.In terms of","listText":"Adobe ( <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>) plunged almost 17% on Thursday when it reported its earnings. This was in addition to the market's reaction on its $20 billion deal on acquiring Figma, a collaborative design platform developer, in a half cash, half stock in which Figma's employees would receive 6 million additional Adobe restricted stock units that will vest over four years from closure of the deal.Adobe expects Figma to add to the company's earnings by the third year of the after the deal's completion, and it suggests that Adobe's earnings would see a negative impact for two years.Additionally, Adobe guided their fourth quarterfiscal 2022 revenue to $4.52 billion and EPS of $3.50 per share, while analysts had expected$4.6 billion and $3.47 EPS.In terms of","text":"Adobe ( $Adobe(ADBE)$) plunged almost 17% on Thursday when it reported its earnings. This was in addition to the market's reaction on its $20 billion deal on acquiring Figma, a collaborative design platform developer, in a half cash, half stock in which Figma's employees would receive 6 million additional Adobe restricted stock units that will vest over four years from closure of the deal.Adobe expects Figma to add to the company's earnings by the third year of the after the deal's completion, and it suggests that Adobe's earnings would see a negative impact for two years.Additionally, Adobe guided their fourth quarterfiscal 2022 revenue to $4.52 billion and EPS of $3.50 per share, while analysts had expected$4.6 billion and $3.47 EPS.In terms of","images":[{"img":"https://community-static.tradeup.com/news/8e45edc0b4bc07e3f72a01c9537069d4","width":"1240","height":"451"},{"img":"https://community-static.tradeup.com/news/60a70eeb2bd5be79b6953941011e069e","width":"290","height":"456"},{"img":"https://community-static.tradeup.com/news/fd05dbc6afbf5a35ea2ed9c60aacb3f5","width":"1327","height":"1150"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934764548","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882808496,"gmtCreate":1631670978415,"gmtModify":1676530604974,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>keep","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>keep","text":"$Apple(AAPL)$keep","images":[{"img":"https://static.tigerbbs.com/1f6ab432fb30d98b2bca2aec9155aca4","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882808496","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882808176,"gmtCreate":1631670936795,"gmtModify":1676530604982,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":".....","listText":".....","text":".....","images":[{"img":"https://static.tigerbbs.com/4a65ebf9f569204f646c68e27253d68a","width":"1080","height":"1210"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882808176","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882801734,"gmtCreate":1631670917828,"gmtModify":1676530604950,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"....","listText":"....","text":"....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882801734","repostId":"1194314814","repostType":4,"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882803771,"gmtCreate":1631670886193,"gmtModify":1676530604942,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882803771","repostId":"1194314814","repostType":4,"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889482929,"gmtCreate":1631169680961,"gmtModify":1676530485998,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>&nbsp;Used my 20 stock voucher","listText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>&nbsp;Used my 20 stock voucher","text":"$BLUMONT GROUP LTD.(A33.SI)$ Used my 20 stock voucher","images":[{"img":"https://static.tigerbbs.com/13e0a2cca229463c6d013d94b81e3a31","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889482929","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880437215,"gmtCreate":1631070869137,"gmtModify":1676530459396,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091343496242080","authorIdStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>load","listText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>load","text":"$BLUMONT GROUP LTD.(A33.SI)$load","images":[{"img":"https://static.tigerbbs.com/46c5bcfd6d0aa6c168ff919c1cc37469","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880437215","isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":184653984804944,"gmtCreate":1686106104648,"gmtModify":1686106108637,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Just waiting for the higher price&nbsp;","listText":"Just waiting for the higher price&nbsp;","text":"Just waiting for the higher price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184653984804944","repostId":"2341869033","repostType":2,"repost":{"id":"2341869033","kind":"highlight","pubTimestamp":1686105612,"share":"https://ttm.financial/m/news/2341869033?lang=en_US&edition=fundamental","pubTime":"2023-06-07 10:40","market":"us","language":"en","title":"PLTR Stock Alert: Palantir Announces Amazon Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2341869033","media":"InvestorPlace","summary":"The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Palantir  stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft . But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”Palantir stock has been on fire since reporting earnings of $17 million, or 1 ce","content":"<div>\n<p>Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>PLTR Stock Alert: Palantir Announces Amazon Launch</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\">\nPLTR Stock Alert: Palantir Announces Amazon Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊"},"source_url":"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341869033","content_text":"Palantir  announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Source: Spyro the Dragon / Shutterstock.comPalantir stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.PLTR Stock: Is This AI?Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”What Happens Next?Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.","news_type":1,"symbols_score_info":{"AMZN":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970018766,"gmtCreate":1683711640056,"gmtModify":1683711643023,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>judging from it price point. It should be going up.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>judging from it price point. It should be going up.","text":"$Palantir Technologies Inc.(PLTR)$ judging from it price point. It should be going up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970018766","isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947737077,"gmtCreate":1683595388400,"gmtModify":1683595392334,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Still waiting for its rise.","listText":"Still waiting for its rise.","text":"Still waiting for its rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947737077","repostId":"2334265216","repostType":2,"repost":{"id":"2334265216","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":1683587271,"share":"https://ttm.financial/m/news/2334265216?lang=en_US&edition=fundamental","pubTime":"2023-05-09 07:07","market":"us","language":"en","title":"Palantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2334265216","media":"Reuters","summary":"Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on i","content":"<html><head></head><body><p>Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest &#34;unlike anything we have seen&#34; in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b937eee8cfb49b46113cb9ddc4413005\" tg-width=\"851\" tg-height=\"628\"/></p><p>The new generative AI platform was launched two weeks ago and works on the same technology that&#39;s behind ChatGPT.</p><p>The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.</p><p>&#34;Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,&#34; said D.A. Davidson &amp; Co analyst Gil Luria.</p><p>The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.</p><p>The customers include &#34;one of the largest insurance companies in the world&#34; and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.</p><p>Palantir&#39;s first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.</p><p>The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.</p><p>Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.</p><p>It remains bullish on demand for its offerings in the United States, but faced challenges in &#34;certain areas&#34; internationally, Taylor said, without elaborating.</p><p>The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.</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>Palantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Jumps 22% on Forecast for Profit Every Quarter in 2023, AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-09 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest &#34;unlike anything we have seen&#34; in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b937eee8cfb49b46113cb9ddc4413005\" tg-width=\"851\" tg-height=\"628\"/></p><p>The new generative AI platform was launched two weeks ago and works on the same technology that&#39;s behind ChatGPT.</p><p>The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.</p><p>&#34;Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,&#34; said D.A. Davidson &amp; Co analyst Gil Luria.</p><p>The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.</p><p>The customers include &#34;one of the largest insurance companies in the world&#34; and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.</p><p>Palantir&#39;s first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.</p><p>The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.</p><p>Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.</p><p>It remains bullish on demand for its offerings in the United States, but faced challenges in &#34;certain areas&#34; internationally, Taylor said, without elaborating.</p><p>The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334265216","content_text":"Palantir Technologies said on Monday it expects to turn a profit every quarter in 2023, betting on interest \"unlike anything we have seen\" in its new artificial intelligence platform, sending its shares up about 22 per cent in extended trading.The new generative AI platform was launched two weeks ago and works on the same technology that's behind ChatGPT.The data analytics software maker, known for its work with the U.S. Central Intelligence Agency, also beat first-quarter revenue and profit expectations on bigger projects from existing commercial and government clients.\"Investors will be pleased not only with the better-than-expected results for the quarter, but also the guidance for profitability as well as the recent AI initiatives,\" said D.A. Davidson & Co analyst Gil Luria.The first iteration of the AI platform will be made available to some customers this month, Palantir CEO Alexander Karp said, adding the new offering can assist militaries in targeting enemies.The customers include \"one of the largest insurance companies in the world\" and supply chain and security customers, Chief Revenue Officer Ryan Taylor told Reuters.Palantir's first-quarter revenue rose 18 per cent to $525.2 million and adjusted profit stood at 5 cents per share, both above estimates.The strong first quarter was driven by a 26 per cent rise in commercial revenue, rising more than expected, said RBC Capital Markets analyst Rishi Jaluria.Palantir continues to tighten its cloud spending and is investing in focus areas like AI, said finance chief David Glazer. In February, it said it would cut 2 per cent of its workforce.It remains bullish on demand for its offerings in the United States, but faced challenges in \"certain areas\" internationally, Taylor said, without elaborating.The company forecast second-quarter revenue of $528 million and $532 million, below estimates of $536.2 million, per Refinitiv data. Its full-year revenue forecast, however, was largely in line with estimates.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968471035,"gmtCreate":1669305586228,"gmtModify":1676538181536,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Microsoft good choice","listText":"Microsoft good choice","text":"Microsoft good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968471035","repostId":"2285388729","repostType":2,"repost":{"id":"2285388729","kind":"highlight","pubTimestamp":1669291216,"share":"https://ttm.financial/m/news/2285388729?lang=en_US&edition=fundamental","pubTime":"2022-11-24 20:00","market":"us","language":"en","title":"2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2285388729","media":"Motley Fool","summary":"Sticking with tried-and-true tech giants could be a formula for success in 2023.","content":"<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year</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\">\n2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285388729","content_text":"Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely on advertising to generate revenue.These challenges are making life particularly difficult for Microsoft and Google parent Alphabet. Even though the value of both companies steadily declined in 2022, they're still worth $1.8 trillion and $1.2 trillion, respectively, and they're retaining their positions as two of the largest companies in the world.How do these two stocks maintain their dominance in this difficult economy? By having multiple, diverse revenue streams, where one or two key business units pick up the slack from the others that are suffering. With 2023 right around the corner, investors should consider buying Microsoft and Alphabet stocks. Let's look at the reasons why.1. Microsoft is soaring through the cloudMicrosoft has a well-established portfolio of consumer brands, featuring the Windows operating system, the Office 365 document suite, the Surface line of notebook computers, and the Xbox gaming console. The latter two are under the most pressure, with device sales softening in recent quarters and user engagement in the Xbox ecosystem falling as society shifts back toward pre-pandemic habits.But this year is all about the cloud for Microsoft (though, to be honest, this has been the case for the past several years). Its intelligent-cloud segment is the largest of the company's three core business units, as the corporate sector continues to shift operations online. Microsoft's Azure cloud services platform grew its revenue by 35% in the recent first quarter of fiscal 2023 (ended Sept. 30), which was triple the 11% growth rate for the company's overall revenue.Azure offers hundreds of solutions to its business customers, from simple data storage to virtual machines to artificial intelligence, and the platform is ranked second in the industry behind Amazon Web Services. That's important because the cloud computing opportunity is estimated to be worth $484 billion this year but could grow to over $1.5 trillion annually by 2030 (according to Grand View Research).That's a compound annual growth rate of 15.7%. Since Azure is already growing significantly faster than that, it suggests it's acquiring market share along the way.While Microsoft experienced softness in its consumer-centric segments this year, the cloud  enabled the entire company to maintain a comfortable growth rate. But since there are already signs that inflationary pressures are easing, Microsoft's lagging businesses could see a resurgence as we enter 2023.Now might be an opportune time to buy Microsoft stock since it's trading at a 31% discount from its all-time high.2. Alphabet: Keep watching YouTube (not literally, of course)Alphabet is a key barometer for the advertising sector because almost its entire business relies on ad dollars to generate revenue. It's the parent company of Google, which still drives the whole organization, financially speaking, particularly through its market-leading search engine. But amid the weakening economy this year, businesses trimmed their marketing budgets, which led to a material slowdown in Alphabet's revenue growth.When a business observes broader economic weakness, it makes the safe assumption that consumers will have less spending power and the company will receive a smaller return on investment when it comes to advertising. As a result, Google Search revenue grew by just 4.2% year over year in the recent third quarter (ended Sept. 30). For context, it grew 10 times faster (44%) in the same quarter last year when the economy was roaring on the back of stimulus dollars and low interest rates.Similarly, Alphabet's YouTube video platform saw a 1.8% year-over-year decrease in advertising revenue during Q3 but is currently in the midst of an important transition. YouTube launched \"Shorts\" two years ago to compete with ByteDance's TikTok, which has swept the globe with its highly engaging short-form mobile video app. Shorts has been a major success, attracting 1.5 billion monthly users and 30 billion daily video views.The challenge is that short-form video monetizes at a lower rate than longer content. Since Shorts is cannibalizing the traditional YouTube video formats, the platform brought in less money recently.This will improve in 2023 as Alphabet makes premium content creation more lucrative for YouTube users because higher-quality content means higher prices for advertising spots. Plus, it's exploring new opportunities like shopping, which allows creators to link to products in their videos, bridging the gap between social media and e-commerce.While YouTube made up just 10.2% of Alphabet's total revenue in Q3, investors should expect it to be a more significant part of the company in the future as Shorts continues to grow. That's because short-form video engages a very young audience, which is a coveted factor for advertisers. But looking at the bigger picture, if the economy improves in 2023, Google Search should also roar back to life and supercharge Alphabet.With the stock price down 35% from its all-time high, this might be a great time to buy ahead of the new year.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"MSFT":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217927834505344,"gmtCreate":1694239978747,"gmtModify":1694239984264,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Just a stock to buy n sell when the price is right for you.","listText":"Just a stock to buy n sell when the price is right for you.","text":"Just a stock to buy n sell when the price is right for you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217927834505344","repostId":"2366831824","repostType":2,"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819302420,"gmtCreate":1630031702560,"gmtModify":1676530205351,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819302420","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981388718,"gmtCreate":1666401436634,"gmtModify":1676537751967,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"See how it goes&nbsp;","listText":"See how it goes&nbsp;","text":"See how it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981388718","repostId":"1194241117","repostType":2,"repost":{"id":"1194241117","kind":"news","pubTimestamp":1666396890,"share":"https://ttm.financial/m/news/1194241117?lang=en_US&edition=fundamental","pubTime":"2022-10-22 08:01","market":"us","language":"en","title":"SGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management","url":"https://stock-news.laohu8.com/highlight/detail?id=1194241117","media":"The Smart Investor","summary":"Welcome to this week’s edition of top stock market highlights where we feature interesting snippets ","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.</p><h3><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><p>Tesla released its fiscal 2022’s third quarter (3Q2022) earnings this week.</p><p>The electric vehicle manufacturer posted a sparkling set of results and also saw a healthy jump in vehicle production and deliveries.</p><p>Total revenue jumped 56% year on year to US$21.4 billion.</p><p>Gross margin slipped slightly to 25.1% from 26.6% a year ago, but operating margin improved by 2.6 percentage points to 17.2% as operating expenses only rose 2% year on year.</p><p>Net profit for 3Q2022 doubled year on year from US$1.6 billion to US$3.3 billion, and Tesla also saw its free cash flow more than double to US$3.3 billion for the period.</p><p>The free cash flow margin improved significantly from 9.7% a year ago to 15.4%, and the company ended the quarter with US$21.1 billion of cash and investments.</p><p>The increase in revenue was attributed to higher vehicle deliveries for the quarter along with higher year on year average selling prices.</p><p>Tesla also saw total production surge by 54% year on year to 365,923 units while deliveries were up 42% year on year to 343,830.</p><p>The company provided a sanguine outlook and continues to expect a 50% average annual growth in vehicle deliveries.</p><p>It is also advancing on the industrialisation of Cybertruck, an all-electric pick-up truck made up of scratch and dent-resistant stainless steel,</p><p>Meanwhile, Tesla is also slated to start deliveries for its Class 8 truck, Tesla Semi, in December 2022, with plans to ramp production up to 50,000 units by 2024.</p><h3><a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries Limited</a></h3><p>Sembcorp Industries Limited, or SCI, announced that it had clinched an investment licence to develop a new industrial park in Can Tho, Vietnam.</p><p>Spanning 293.7 hectares, the industrial park will be operated by the Vietnam Singapore Industrial Park (VSIP) Group.</p><p>SCI is the joint master developer of these VSIP projects along with its partner Becamex IDC Corporation.</p><p>Can Tho is classified as a Class 1 city and Vietnam’s central government has announced a new master plan to make the city a centre for trade and services by 2030.</p><p>This new plan has infrastructure investments planned that are slated to increase Can Tho’s importance as a mega food-processing and distribution hub.</p><p>CEO of Sembcorp Development, Mr Kelvin Teo, commented that SCI has a portfolio of 11 large-scale developments across eight provinces in Vietnam through the VSIP Group.</p><p>SCI’s Integrated Urban Solutions division reported revenue of S$217 million for the first half of 2022 (1H2022), flat year on year.</p><p>Net profit before exceptional items for the segment dipped by 2% year on year to S$62 million.</p><p>During 1H2022, the division commenced the development of 1,000 hectares of VSIP Binh Duong and also incorporated a joint venture company to develop a 481-hectare site at Quang Tai Industrial Park.</p><h3><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank</a></h3><p>United Overseas Bank’s asset management arm, or UOBAM, has launched an interesting new exchange-traded fund (ETF) that retail investors can purchase.</p><p>Named UOBAM Ping An ChiNext ETF, it allows investors to access China’s ChiNext market, which is currently only limited to mainland Chinese and foreign institutional investors.</p><p>The ChiNext index comprises the 100 largest and most liquid A-shares listed on the Shenzhen Stock Exchange.</p><p>This is the first ETF launched after Singapore Exchange Limited (SGX: S68) signed a memorandum of understanding with the Shenzhen Stock Exchange.</p><p>UOBAM Ping An ChiNext ETF will provide investors with exposure to innovative growth companies and sectors in China.</p><p>Industrials take up the bulk (41%) of the ETF, with healthcare and information technology making up 22.4% and 13.5% of the ETF’s composition, respectively.</p><p>The ETF is rebalanced twice yearly and includes market leaders such as Shenzhen Mindray Bio-Medical (SHE: 300760) and Contemporary Amperex Technology (SHE: 300750).</p><p>The IPO opened yesterday and closes on 3 November with the issue price of each unit being S$1.00.</p><p>The ETF is expected to list on 14 November and can be traded in either Singapore or US dollars.</p><p>Investors have the bonus of being able to use their Supplementary Retirement Scheme (SRS) funds to invest in this new ETF, opening up yet another option to park their money for better returns.</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>SGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management</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\">\nSGX Weekly Review: Tesla, Sembcorp Industries and UOB Asset Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.TeslaTesla released its fiscal 2022’s third quarter (3Q2022) ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","TSLA":"特斯拉","U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-telsa-sembcorp-industries-and-uob-asset-management/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194241117","content_text":"Welcome to this week’s edition of top stock market highlights where we feature interesting snippets of corporate earnings or business news.TeslaTesla released its fiscal 2022’s third quarter (3Q2022) earnings this week.The electric vehicle manufacturer posted a sparkling set of results and also saw a healthy jump in vehicle production and deliveries.Total revenue jumped 56% year on year to US$21.4 billion.Gross margin slipped slightly to 25.1% from 26.6% a year ago, but operating margin improved by 2.6 percentage points to 17.2% as operating expenses only rose 2% year on year.Net profit for 3Q2022 doubled year on year from US$1.6 billion to US$3.3 billion, and Tesla also saw its free cash flow more than double to US$3.3 billion for the period.The free cash flow margin improved significantly from 9.7% a year ago to 15.4%, and the company ended the quarter with US$21.1 billion of cash and investments.The increase in revenue was attributed to higher vehicle deliveries for the quarter along with higher year on year average selling prices.Tesla also saw total production surge by 54% year on year to 365,923 units while deliveries were up 42% year on year to 343,830.The company provided a sanguine outlook and continues to expect a 50% average annual growth in vehicle deliveries.It is also advancing on the industrialisation of Cybertruck, an all-electric pick-up truck made up of scratch and dent-resistant stainless steel,Meanwhile, Tesla is also slated to start deliveries for its Class 8 truck, Tesla Semi, in December 2022, with plans to ramp production up to 50,000 units by 2024.Sembcorp Industries LimitedSembcorp Industries Limited, or SCI, announced that it had clinched an investment licence to develop a new industrial park in Can Tho, Vietnam.Spanning 293.7 hectares, the industrial park will be operated by the Vietnam Singapore Industrial Park (VSIP) Group.SCI is the joint master developer of these VSIP projects along with its partner Becamex IDC Corporation.Can Tho is classified as a Class 1 city and Vietnam’s central government has announced a new master plan to make the city a centre for trade and services by 2030.This new plan has infrastructure investments planned that are slated to increase Can Tho’s importance as a mega food-processing and distribution hub.CEO of Sembcorp Development, Mr Kelvin Teo, commented that SCI has a portfolio of 11 large-scale developments across eight provinces in Vietnam through the VSIP Group.SCI’s Integrated Urban Solutions division reported revenue of S$217 million for the first half of 2022 (1H2022), flat year on year.Net profit before exceptional items for the segment dipped by 2% year on year to S$62 million.During 1H2022, the division commenced the development of 1,000 hectares of VSIP Binh Duong and also incorporated a joint venture company to develop a 481-hectare site at Quang Tai Industrial Park.United Overseas BankUnited Overseas Bank’s asset management arm, or UOBAM, has launched an interesting new exchange-traded fund (ETF) that retail investors can purchase.Named UOBAM Ping An ChiNext ETF, it allows investors to access China’s ChiNext market, which is currently only limited to mainland Chinese and foreign institutional investors.The ChiNext index comprises the 100 largest and most liquid A-shares listed on the Shenzhen Stock Exchange.This is the first ETF launched after Singapore Exchange Limited (SGX: S68) signed a memorandum of understanding with the Shenzhen Stock Exchange.UOBAM Ping An ChiNext ETF will provide investors with exposure to innovative growth companies and sectors in China.Industrials take up the bulk (41%) of the ETF, with healthcare and information technology making up 22.4% and 13.5% of the ETF’s composition, respectively.The ETF is rebalanced twice yearly and includes market leaders such as Shenzhen Mindray Bio-Medical (SHE: 300760) and Contemporary Amperex Technology (SHE: 300750).The IPO opened yesterday and closes on 3 November with the issue price of each unit being S$1.00.The ETF is expected to list on 14 November and can be traded in either Singapore or US dollars.Investors have the bonus of being able to use their Supplementary Retirement Scheme (SRS) funds to invest in this new ETF, opening up yet another option to park their money for better returns.","news_type":1,"symbols_score_info":{"TSLA":0.9,"U11.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940652691,"gmtCreate":1677893503213,"gmtModify":1677893507023,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Cool. Expected to grow in the long haul.","listText":"Cool. Expected to grow in the long haul.","text":"Cool. Expected to grow in the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940652691","repostId":"2316908486","repostType":2,"repost":{"id":"2316908486","kind":"highlight","pubTimestamp":1677886017,"share":"https://ttm.financial/m/news/2316908486?lang=en_US&edition=fundamental","pubTime":"2023-03-04 07:26","market":"us","language":"en","title":"Tesla Stock Pops After China Sales Jump Year-Over-Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2316908486","media":"Yahoo Finance","summary":"Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s whol","content":"<div>\n<p>Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","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 Stock Pops After China Sales Jump Year-Over-Year</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 Stock Pops After China Sales Jump Year-Over-Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-stock-pops-after-china-sales-jump-year-over-year-165611774.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316908486","content_text":"Tesla (TSLA) stock is on the move today after the automaker reported strong China sales.Tesla’s wholesale shipments for February from its China factory rose 32% from a year ago to 74,402 vehicles, according to China’s Passenger Car Association (CPCA). That also figure represents a 13% jump month over month from January.Shares of the EV maker were up nearly 4% in early afternoon trading on Friday.The increase in February shipments is not surprising given that CPCA said February sales of new energy vehicles, which include battery electric and hybrid sales, rose by 30% overall. And it noted last month that January would be a “weak” month for overall sales in the region due to the Chinese New Year.Nevertheless, stronger sales in February for Tesla is a positive development as competition rises in the important Chinese EV market, where Tesla is getting an increasing amount of its global sales.\"Tesla’s continued growth in China should come as no surprise,\" Chandan Kumar, head of products at ETF provider Indxx, said. \"As a logical result of this Tesla, despite what many Americans may think, only gets roughly 31% of its total sales from the US, with the rest essentially all from China and Europe.\"Recent price cuts in January of the Chinese-made Model 3 and the Model Y — which were cut by 13.5% and 10%, respectively — are clearly giving Tesla a boost in the region, despite competitors like BYD outselling them in February. BYD’s new energy vehicle sales jumped by over 100% to 193,655. Meanwhile, Tesla’s share of the new energy market in China slipped to 9% from 10% while BYD’s share rose to 37% from 27%, according to the CPCA.Tom Zhu, Tesla’s head of global manufacturing (and likely heir apparent to CEO Elon Musk), addressed concerns about demand in China earlier this week at Tesla’s Investor Day.“As long as you offer a product with value at an affordable price, you don’t have to worry about demand,” Zhu said during the Q&A portion of the event late Wednesday evening. Zhu noted the price cuts in China “generated huge demand, more than we can produce, really.” Tesla also cut prices in Australia, Japan, and South Korea in order to gin up demand.The price cuts of course were cheered by new Tesla buyers in China but were met with deep resentment and protests by recent buyers who were not given a refund or other forms of compensation, such as free charging, when the price cuts were announced.According to Tesla’s China website, the current wait time for all versions of the built-to-order Model 3 stands at one to four weeks, and the wait time for the Model Y SUV (RWD and dual motor) is two to five weeks.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812530201,"gmtCreate":1630593532603,"gmtModify":1676530351628,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Follow Warren Buffet path. Most likely won't go wrong. At least 60 to 70 percent success rate.","listText":"Follow Warren Buffet path. Most likely won't go wrong. At least 60 to 70 percent success rate.","text":"Follow Warren Buffet path. Most likely won't go wrong. At least 60 to 70 percent success rate.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812530201","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","kind":"news","pubTimestamp":1630591645,"share":"https://ttm.financial/m/news/1131318558?lang=en_US&edition=fundamental","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock  finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p>\n<p>On the first day of September, one of the rare Wall Street bears on Apple stock&nbsp;(<b>AAPL</b>)&nbsp;finally gave in and dropped his sell rating. The last remaining one still&nbsp;sees&nbsp;shares dropping to a price target of $90, representing risk of loss of around 40%.</p>\n<p>Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p>\n<p><b>Why bearish on Apple?</b></p>\n<p>The core of Pierre’s bearish argument&nbsp;seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p>\n<p>New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the&nbsp;opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p>\n<blockquote>\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p>Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p>\n<p><b>Could AAPL sink 40%?</b></p>\n<p>Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p>\n<p>On results,Wall Street currently sees&nbsp;fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p>\n<p>On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p>\n<p><b>The Apple Maven’s take</b></p>\n<p>I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p>\n<p>Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bear Attack: Could Apple Stock Really Drop 40%?</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\">\nBear Attack: Could Apple Stock Really Drop 40%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812144716,"gmtCreate":1630568744335,"gmtModify":1676530342628,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>buy n hold","listText":"<a href=\"https://laohu8.com/S/A33.SI\">$BLUMONT GROUP LTD.(A33.SI)$</a>buy n hold","text":"$BLUMONT GROUP LTD.(A33.SI)$buy n hold","images":[{"img":"https://static.tigerbbs.com/46c5bcfd6d0aa6c168ff919c1cc37469","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812144716","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955438161,"gmtCreate":1675654948953,"gmtModify":1676539938607,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Quite a long of investors are still adapting to wait and see approach.","listText":"Quite a long of investors are still adapting to wait and see approach.","text":"Quite a long of investors are still adapting to wait and see approach.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955438161","repostId":"1116061984","repostType":2,"repost":{"id":"1116061984","kind":"news","pubTimestamp":1675653817,"share":"https://ttm.financial/m/news/1116061984?lang=en_US&edition=fundamental","pubTime":"2023-02-06 11:23","market":"hk","language":"en","title":"Hong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle","url":"https://stock-news.laohu8.com/highlight/detail?id=1116061984","media":"South China Morning Post","summary":"Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concer","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/23ffb9598cdc77f2b054e325b9ddc260\" tg-width=\"1098\" tg-height=\"732\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more sanctions against Chinese companies.</p><p>The Hang Seng Index fell 2.55 per cent to 21,107.37 as of 11:27am local time, while the Tech Index lost 4 per cent and the Shanghai Composite Index retreated 1 per cent.</p><p><img src=\"https://static.tigerbbs.com/3b22b014614e983c99ee4cede44d0bec\" tg-width=\"830\" tg-height=\"160\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Group lost 3.77 per cent to HK$102.10, and Tencent dropped 2.86 per cent to HK$374. Baidu tumbled 3.31 per cent to HK$140, and JD.com slumped 5.03 per cent to HK$219.2. Developer Country Garden slid 3.93 per cent to HK$2.69. Macau casino operator Sands China lost 2.95 per cent to HK$28.</p><p><img src=\"https://static.tigerbbs.com/40217ac12b3a98d47795d1abc2662e4c\" tg-width=\"426\" tg-height=\"528\" width=\"100%\" height=\"auto\"/></p><p>The city’s benchmark stock index lost 4.5 per cent last week, the most since late October. Mainland investors sold HK$17.5 billion (US$2 billion) worth of Hong Kong-listed stocks last week, reducing net inflows this year to about US$500 million, according to Stock Connect data.</p><p>Almost 60 per cent of Chinese companies lost money in 2022, the highest in at least a decade, according to data compiled by Industrial Securities last week, based on reports released so far this year. China Hongqiao, the world’s largest aluminium producer, warned net profit could decrease 40 per cent in 2022. It crashed 5.9 per cent to HK$8.36, the biggest drop since November last year.</p><p>“Some investors are cashing out after profiting from the powerful rally during the past few months,” Zhang Qiyao, strategist at Industrial Securities said in a research note on Monday. The sentiment is also dipping as the market expects underwhelming earnings reports against the backdrop of weak economic data, he added.</p><p>Asian markets were mixed on Monday. The Nikkei 225 index in Tokyo jumped 1.1 per cent, while the benchmark indexes in South Korea and Australia dropped 0.2 to 0.8 per cent.</p></body></html>","source":"lsy1600132093512","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>Hong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle</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\">\nHong Kong Stocks Slide As China Reopening Trade Wanes and Corporate Earnings Struggle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","09988":"阿里巴巴-W"},"source_url":"https://www.scmp.com/business/china-business/article/3209199/hong-kong-stocks-slide-china-reopening-trade-wanes-and-corporate-earnings-struggle-amid-renewed-us?module=perpetual_scroll_0&pgtype=article&campaign=3209199","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116061984","content_text":"Hong Kong  stocksdropped as China reopening bets waned amid struggling corporate earnings and concerns that thespy balloonincident will heighten US-China geopolitical tensions and provoke more sanctions against Chinese companies.The Hang Seng Index fell 2.55 per cent to 21,107.37 as of 11:27am local time, while the Tech Index lost 4 per cent and the Shanghai Composite Index retreated 1 per cent.Alibaba Group lost 3.77 per cent to HK$102.10, and Tencent dropped 2.86 per cent to HK$374. Baidu tumbled 3.31 per cent to HK$140, and JD.com slumped 5.03 per cent to HK$219.2. Developer Country Garden slid 3.93 per cent to HK$2.69. Macau casino operator Sands China lost 2.95 per cent to HK$28.The city’s benchmark stock index lost 4.5 per cent last week, the most since late October. Mainland investors sold HK$17.5 billion (US$2 billion) worth of Hong Kong-listed stocks last week, reducing net inflows this year to about US$500 million, according to Stock Connect data.Almost 60 per cent of Chinese companies lost money in 2022, the highest in at least a decade, according to data compiled by Industrial Securities last week, based on reports released so far this year. China Hongqiao, the world’s largest aluminium producer, warned net profit could decrease 40 per cent in 2022. It crashed 5.9 per cent to HK$8.36, the biggest drop since November last year.“Some investors are cashing out after profiting from the powerful rally during the past few months,” Zhang Qiyao, strategist at Industrial Securities said in a research note on Monday. The sentiment is also dipping as the market expects underwhelming earnings reports against the backdrop of weak economic data, he added.Asian markets were mixed on Monday. The Nikkei 225 index in Tokyo jumped 1.1 per cent, while the benchmark indexes in South Korea and Australia dropped 0.2 to 0.8 per cent.","news_type":1,"symbols_score_info":{"09988":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955438392,"gmtCreate":1675654822916,"gmtModify":1676539938592,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"So far most SG Reits are quite stable.","listText":"So far most SG Reits are quite stable.","text":"So far most SG Reits are quite stable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955438392","repostId":"1162463241","repostType":2,"repost":{"id":"1162463241","kind":"news","pubTimestamp":1675648754,"share":"https://ttm.financial/m/news/1162463241?lang=en_US&edition=fundamental","pubTime":"2023-02-06 09:59","market":"sg","language":"en","title":"Interest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162463241","media":"The Smart Investor","summary":"It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/53da385da04eff957fd52ce0b99b9b2b\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It’s no secret thatinterest rateshave jumped significantly in just a year.</p><p>Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then added another 0.5 percentage points in December.</p><p>These moves marked the fastest pace of rise since the 1980s.</p><p>Then, last month, the central bank raised interest rates by another 0.25 percentage points, bringing the benchmark rate to between 4.5% and 4.75%, in a bid to lower runawayinflation.</p><p>As a result,REITshave not had it easy as they are leveraged instruments that are sensitive to interest rate increases.</p><p>Higher rates not only translate into higher finance costs that crimp distributable income but also make it tougher for REITs to conduct acquisitions to grow their asset base and distribution per unit (DPU).</p><p>With interest rates poised to rise further, can REITs still manage to grow their DPU?</p><h2><b>Recent REIT acquisitions</b></h2><p>The higher rates have not stymied several REITs’ acquisition attempts.</p><p>Last December, <b>CapitaLand India Trust</b>(SGX: CY6U), or CLINT, acquired International Tech Park Pune in India for around S$221.9 million from its sponsor, <b>CapitaLand Investment Limited</b>(SGX: 9CI) and its joint venture partner.</p><p>In addition, just last month, CLINT inked a forward purchase agreement to acquire a one million square foot IT park located in Bangalore.</p><p>Meanwhile, <b>Frasers Centrepoint Trust</b>(SGX: J69U), or FCT, has also been busy.</p><p>The retail REIT partnered with its sponsor, <b>Frasers Property Limited</b>(SGX: TQ5), tojointly acquirea 50% stake in NEX mall in Serangoon.</p><p>The heartland mall enjoys nearly full occupancy and has a net property income yield of more than 4%.</p><p>From the two examples above, it’s clear that both FCT and CLINT are leveraging their sponsor to conduct acquisitions.</p><p>Hence, the presence of a strong and reputable sponsor can help a REIT to negotiate successful acquisitions.</p><p>These sponsors may even have a ready pipeline of assets that can be injected into the REIT, eliminating the need for the REIT to source for external acquisition opportunities.</p><p>One good example is <b>Keppel DC REIT</b>(SGX: AJBU).</p><p>The data centre REIT’s sponsor, <b>Keppel Corporation Limited</b>(SGX: BN4), has more than S$2 billion of potential data centre assets to inject into the REIT.</p><h2><b>Managing their debt</b></h2><p>Remember that REITs are not sitting ducks when rates surge.</p><p>The REIT manager has various methods to mitigate the effect of higher rates, such as locking in a proportion of its loans on fixed rates or having a well-spread-out debt maturity profile.</p><p>For instance, <b>CapitaLand Integrated Commercial Trust</b>(SGX: C38U) has 81% of its borrowings on fixed rates.</p><p>The retail cum commercial REIT also has its debt maturities spread out till 2033, with just 12% of its loans coming due this year.</p><p>Meanwhile, <b>Frasers Logistics &amp; Commercial Trust</b>(SGX: BUOU), or FLCT, has locked in 78.7% of its debt on fixed rates.</p><p>What’s more, just 3.2% of FLCT’s debt is coming due in September this year, and the REIT enjoys a very low cost of debt at just 1.7%.</p><h2><b>Organic growth initiatives</b></h2><p>All is not lost even if a REIT cannot identify suitable acquisitions.</p><p>The REIT manager can tap into organic growth initiatives to allow DPU to continue its climb.</p><p>These include asset enhancement initiatives (AEIs), positive rent reversions, and built-in rental escalation clauses.</p><p><b>CapitaLand Ascendas REIT</b>(SGX: A17U) completed two AEIs in 2022 worth S$16.3 million in Singapore.</p><p>The industrial REIT has an ongoing AEI with an estimated cost of S$15.5 million that should complete by the fourth quarter of 2023.</p><p><b>Mapletree Logistics Trust</b>(SGX: M44U) has once again reported a positive rental reversion of 2.9% for its current fiscal 2023’s third quarter.</p><p>The logistics REIT is continuing its run of more than 10 consecutive quarters of positive rent reversion, underscoring the strong leasing demand for its properties.</p><p>For Keppel DC REIT, built-in rental escalation clauses embedded within its leases have helped the data centre REIT to offset some inflationary impact.</p><h2><b>Get Smart: Where there’s a will, there’s a way</b></h2><p>As the above examples illustrate, REITs can still grow their DPU in a variety of ways despite the steadily-rising interest rate.</p><p>Savvy REIT managers can choose to lock in a greater proportion of the REIT’s loans at fixed rates or engage in organic growth initiatives to boost DPU.</p><p>And if all else fails, REITs with strong sponsors can tap into them for potential yield-accretive acquisitions.</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>Interest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInterest Rates Are Surging: Can REITs Still Grow Their DPU in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","A17U.SI":"凯德腾飞房产信托","BUOU.SI":"星狮物流工业信托"},"source_url":"https://thesmartinvestor.com.sg/interest-rates-are-surging-can-reits-still-grow-their-dpu-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162463241","content_text":"It’s no secret thatinterest rateshave jumped significantly in just a year.Last year, the US Federal Reserve raised its benchmark rate by 0.75 percentage points in four consecutive sessions and then added another 0.5 percentage points in December.These moves marked the fastest pace of rise since the 1980s.Then, last month, the central bank raised interest rates by another 0.25 percentage points, bringing the benchmark rate to between 4.5% and 4.75%, in a bid to lower runawayinflation.As a result,REITshave not had it easy as they are leveraged instruments that are sensitive to interest rate increases.Higher rates not only translate into higher finance costs that crimp distributable income but also make it tougher for REITs to conduct acquisitions to grow their asset base and distribution per unit (DPU).With interest rates poised to rise further, can REITs still manage to grow their DPU?Recent REIT acquisitionsThe higher rates have not stymied several REITs’ acquisition attempts.Last December, CapitaLand India Trust(SGX: CY6U), or CLINT, acquired International Tech Park Pune in India for around S$221.9 million from its sponsor, CapitaLand Investment Limited(SGX: 9CI) and its joint venture partner.In addition, just last month, CLINT inked a forward purchase agreement to acquire a one million square foot IT park located in Bangalore.Meanwhile, Frasers Centrepoint Trust(SGX: J69U), or FCT, has also been busy.The retail REIT partnered with its sponsor, Frasers Property Limited(SGX: TQ5), tojointly acquirea 50% stake in NEX mall in Serangoon.The heartland mall enjoys nearly full occupancy and has a net property income yield of more than 4%.From the two examples above, it’s clear that both FCT and CLINT are leveraging their sponsor to conduct acquisitions.Hence, the presence of a strong and reputable sponsor can help a REIT to negotiate successful acquisitions.These sponsors may even have a ready pipeline of assets that can be injected into the REIT, eliminating the need for the REIT to source for external acquisition opportunities.One good example is Keppel DC REIT(SGX: AJBU).The data centre REIT’s sponsor, Keppel Corporation Limited(SGX: BN4), has more than S$2 billion of potential data centre assets to inject into the REIT.Managing their debtRemember that REITs are not sitting ducks when rates surge.The REIT manager has various methods to mitigate the effect of higher rates, such as locking in a proportion of its loans on fixed rates or having a well-spread-out debt maturity profile.For instance, CapitaLand Integrated Commercial Trust(SGX: C38U) has 81% of its borrowings on fixed rates.The retail cum commercial REIT also has its debt maturities spread out till 2033, with just 12% of its loans coming due this year.Meanwhile, Frasers Logistics & Commercial Trust(SGX: BUOU), or FLCT, has locked in 78.7% of its debt on fixed rates.What’s more, just 3.2% of FLCT’s debt is coming due in September this year, and the REIT enjoys a very low cost of debt at just 1.7%.Organic growth initiativesAll is not lost even if a REIT cannot identify suitable acquisitions.The REIT manager can tap into organic growth initiatives to allow DPU to continue its climb.These include asset enhancement initiatives (AEIs), positive rent reversions, and built-in rental escalation clauses.CapitaLand Ascendas REIT(SGX: A17U) completed two AEIs in 2022 worth S$16.3 million in Singapore.The industrial REIT has an ongoing AEI with an estimated cost of S$15.5 million that should complete by the fourth quarter of 2023.Mapletree Logistics Trust(SGX: M44U) has once again reported a positive rental reversion of 2.9% for its current fiscal 2023’s third quarter.The logistics REIT is continuing its run of more than 10 consecutive quarters of positive rent reversion, underscoring the strong leasing demand for its properties.For Keppel DC REIT, built-in rental escalation clauses embedded within its leases have helped the data centre REIT to offset some inflationary impact.Get Smart: Where there’s a will, there’s a wayAs the above examples illustrate, REITs can still grow their DPU in a variety of ways despite the steadily-rising interest rate.Savvy REIT managers can choose to lock in a greater proportion of the REIT’s loans at fixed rates or engage in organic growth initiatives to boost DPU.And if all else fails, REITs with strong sponsors can tap into them for potential yield-accretive acquisitions.","news_type":1,"symbols_score_info":{"M44U.SI":0.9,"A17U.SI":0.9,"BUOU.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910943680,"gmtCreate":1663550633340,"gmtModify":1676537287977,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"Stock is still not in good shoes.&nbsp;","listText":"Stock is still not in good shoes.&nbsp;","text":"Stock is still not in good shoes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910943680","repostId":"1184360738","repostType":2,"repost":{"id":"1184360738","kind":"news","pubTimestamp":1663566611,"share":"https://ttm.financial/m/news/1184360738?lang=en_US&edition=fundamental","pubTime":"2022-09-19 13:50","market":"us","language":"en","title":"Alibaba: Best Contrarian Play Of Our Generation","url":"https://stock-news.laohu8.com/highlight/detail?id=1184360738","media":"Seeking Alpha","summary":"SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>China commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.</li><li>Focus on cost optimization and cost structure has yielded positive results thus far as the cost efficiency of Alibaba improves.</li><li>Alibaba Cloud shows strength from the non-internet sector and management continues to focus on investments into the cloud business to drive long-term growth and maintain its market leadership.</li><li>International commerce was resilient in the quarter, proving Alibaba with some diversification benefits as it looks toward international expansion of its e-commerce business.</li><li>My target price for Alibaba is $164, implying an 86% upside from current levels.</li></ul><p>Alibaba (NYSE:BABA) is increasingly looking very compelling at the current levels as the fundamentals of the business looks to be improving while sentiment is still rather negative. For investors looking for a contrarian opportunity, I think that Alibaba could be thestock to watch, and this article highlights why.</p><p><b>Investment thesis</b></p><p>I think we are starting to see positive revisions for Alibaba&#39;s forward estimates and with improving news flow and better financial results, the risk/reward opportunity skews towards more favorable and as such, a contrarian investor would buy at current levels because of the following:</p><ol><li><b>China commerce:</b> With more than 1 billion users on its platforms with an average spend of $1,300 per year, the next growth driver will be to increase wallet per share and to monetize this huge platform of users, driving quality growth for the future.</li><li><b>International commerce:</b> With e-commerce penetration in Southeast Asia remaining the structural driver for growth in the long-term, Lazada continues to be a key pillar in Alibaba&#39;s future growth. With the expertise in e-commerce in China, there are synergies to be reaped from Alibaba to leverage on in its expansion for Lazada in Southeast Asia.</li><li><b>Cloud:</b> With a market leadership position in the Asia-Pacific region, Alibaba Cloud will continue to maintain leadership and grow at a quick pace. With multiple levers to pull, there are international expansion opportunities that can drive the next phase of growth for the business.</li><li><b>Investing for growth in the future:</b> The company remains committed to strategic and technology investments that are necessary for the long-term growth of the company, which will ensure sustainable and quality growth in its business.</li></ol><p><b>China commerce trends looking good</b></p><p>In June, Alibaba management saw signs of recovery in their China commerce business due to deliveries returning back to normal, as well as improvement in the logistics situation in China after the April and May period. This year&#39;s 618 festival logged positive growth, which was encouraging given the difficult operating environment Alibaba was operating in within China during the period. Also, management continued to see the recovery in China commerce business in July as momentum for the business continues.</p><p>That said, I am also wary of how the changes in macroeconomic environment as well as consumer sentiment may affect e-commerce as consumption spending is reduced during periods of economic downturns. Based on the NBS data shared by the Chinese government, spending as a percentage of disposable income fell from 69% in the first half of the prior year to 64% in the first half of this year. Furthermore, I would add that this fall in spend as a percentage of disposable income was more pronounced in urban areas relative to rural areas. What this tells me is that there is the potential for discretionary spending to come down as consumers focus more on staples in the current uncertain economic environment.</p><p>As such, although I think we are starting to see some progress and improvement in consumption in Alibaba&#39;s numbers, we might need more time for the consumer sentiment and economy to be strong enough to have a full recovery in China commerce.</p><p>To address the rising concerns about threats from short form videos competitors like TikTok and Kuaishou (OTCPK:KUASF), management commented that they see short videos as a content format and that Alibaba as a business also uses these short form videos on its platforms. For example, on the Taobao app, more than half of the content consumers view are in the short video format. As Alibaba continues to face different competitors that may vie for the e-commerce market, management remains focused on adopting new technologies like it has in the past, be it through moving to mobile or adopting short form videos. Ultimately, I think that it is important that Alibaba as a company adapts to the rapidly changing e-commerce environment as any new innovation or change in the industry may affect the way people interact, the way they engage and the way they consume.</p><p><b>Cost control initiatives to drive quality growth</b></p><p>With Alibaba executing its optimization initiatives and cutting costs, the current quarter&#39;s adjusted EBITDA margins of 20% came in as a beat on expectations.</p><p>The main focus for management in the near term is to optimize its cost structure, which it has been focusing on for close to one year now. In my view, the beat on EBITDA margins and especially so for the China commerce EBITDA beat, shows the effectiveness in management&#39;s cost structure optimizations strategy. I think moving forward, we will continue to see management do a wide range of strategies across its different businesses to streamline the cost structure and execute on its cost optimization plans.</p><p>As Alibaba&#39;s financial position remains healthy, the management has significant flexibility to balance between their current cost optimization strategy and to continue to make strategic and technology investments for the long-term growth of Alibaba. With China commerce, having passed the1 billion annual active consumer mark, the next phase of growth comes from building this relationship with the customer to deepen the relationship and build better loyalty and trust with the customer. As a result, the company needs to continue to invest in high quality infrastructure and technology for the China commerce business for the long-term sustainable growth of the segment. With this improved relationship and better segmentation of the various types of users, as well as the continued investments made by the company, I think we will start to see China commerce growth reaccelerate again.</p><p><b>International commerce</b></p><p>I was slightly disappointed with the results from international commerce this quarter. However, to be fair, the segment is facing headwinds from the European Union&#39;s VAT rules on international commerce retail. As a result, the international commerce revenues for the quarter increased only by 2% year on year to RMB15.5 billion. Headwinds from EU VAT rules on international commerce retail</p><p>In particular, the combined business of Lazada, AliExpress, Trendyol and Daraz fell by 4% year on year. This weakness was due to the declining orders from AliExpress due to the changes in the EU VAT rules highlighted above, as well as disruptions in the supply chain in the region and the weakness of the Euro relative to the US dollar.</p><p>As for Lazada in Southeast Asia, we continue to see resilience order growth of 10% in the region year on year. There is some deceleration to be expected in the business as I think this is due to the impact from consumers moving into a post pandemic world as mobility restrictions improve in the region. However, I continue to have conviction in e-commerce in Southeast Asia in the long term as there are structural tailwinds driving the business that the short-term deceleration will not deter. Also, for Lazada, the company&#39;s efforts to focus on improvements in operating efficiency resulted in narrowing of loss for the business in the current quarter.</p><p>Trendyolsaw strong growth in the segment as the business grew 46% year on year. The company plans to focus more into high-frequency local consumer services business. Also, Trendyol served more than 225K merchants on its marketplace platform in the quarter.</p><p><b>Cloud computing recovering from non-internet sectors</b></p><p>In the current quarter, we saw the cloud computing revenues grow by 10% year on year, and the growth was driven by the recovery of non-internet industry. The recovery in the non-internet sector was driven by sectors like financial services, public services for example. However, this was offset by weakness from the internet, online education sectors. The internet sector, in particular, was rather weak due to Alibaba&#39;s largest customer gradually stopping the use of Alibaba Cloud for its overseas business due to certain requirements, as well as softer demand from other internet customers.</p><p>As a result of the weakness from the internet sectors, non-internet sectors accounted for 53% of cloud revenues in the current quarter, up 5 percentage points from the prior year.</p><p>Alibaba Cloud continues to innovate and remain committed to be competitive in the industry. For example, to ensure it maintains its competitive edge, Alibaba Cloud continues to focus on new proprietary technology such as Cloud Infrastructure Processing Unit(CIPU), to provide customers with new product offerings and industry-specific solutions.</p><p><b>Positive GMV growth for local consumer services</b></p><p>Due to COVID-19 disruptions, Eleme&#39;s restaurant orders declined during the quarter while this was offset by the stronger non-restaurant delivery orders during the quarter. As a result, the revenues for the segment grew at 5% year on year to RMB10.6 billion. On a positive note, the company is seeing the GMV growth turn positive in June 2022 as the business conditions normalize in June after a difficult April to May period.</p><p>Valuation</p><p>I continue to use a sum of the parts valuation model for Alibaba, segregating the business into its respective segments. For China commerce, international commerce, Youku and the cloud businesses, these are valued by DCF while the investments as well as Cainiao were based on recent market capitalization of these companies as well as valuation at the last transaction. With a holding discount of 55% applied, the target price for Alibaba is $164, implying an 86% upside from current levels.</p><p><img src=\"https://static.tigerbbs.com/45b848c31cc2e1629f5155c9c0590d18\" tg-width=\"432\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/></p><p>SOTP Valuation for Alibaba(Author generated)</p><p><b>Risks</b></p><p>Competition</p><p>While Alibaba continues to invest and position itself for the future, the company&#39;s leadership position in the e-commerce segment in China may come under pressure if local competitors attempt to take market share from the company. These players include JD.com (JD) and Pinduoduo (PDD) that can cause increased competitive pressures in the market. With international players like Amazon (AMZN) and Sea Limited&#39;s (SE) Shopee competing in its overseas markets, this could pose competitive pressures in Alibaba&#39;s overseas markets.</p><p>Regulatory and political risks</p><p>This remains one of the biggest risks with big tech firms in China, but there are signs of easing of the crackdown. In addition, China has now completed the overhaul of the antitrust laws that aims to target big tech firms in China over anti-monopolistic behaviors. However, there are always risks that China may once again take aim at Alibaba or other big tech firms that may cause further pain to shareholders.</p><p>Cloud risks</p><p>As a result of intensifying competition from Huawei, Tencent (OTCPK:TCEHY) and China Telecom, Alibaba Cloud could face increased pressures for growth. Given its market leadership in the segment, this makes the company more vulnerable should other enterprises shift away from Alibaba.</p><p><b>Conclusion</b></p><p>The investment case for Alibaba is looking ever more compelling. The China commerce business is recovering from the early covid disruption and the next phase of growth driven by increased wallet share will reaccelerate the revenue growth for the segment. The international commerce and local consumer services segments will continue to grow rapidly as there are strong structural tailwinds supporting these businesses. Lastly, Alibaba Cloud will leverage on new growth opportunities in the form of the non-internet sector and international expansion to maintain its leadership cloud position. The target price for Alibaba is $164, implying 86% upside from current levels. With the improving fundamentals and negative sentiment for the stock, I do see Alibaba as one of the best contrarian investments in our generation.</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: Best Contrarian Play Of Our Generation</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: Best Contrarian Play Of Our Generation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.Focus on cost optimization and cost structure has yielded positive ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4541659-alibaba-stock-best-contrarian-play-of-our-generation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184360738","content_text":"SummaryChina commerce sees improving fundamentals as the business saw a recovery in June after COVID disruptions in April and May.Focus on cost optimization and cost structure has yielded positive results thus far as the cost efficiency of Alibaba improves.Alibaba Cloud shows strength from the non-internet sector and management continues to focus on investments into the cloud business to drive long-term growth and maintain its market leadership.International commerce was resilient in the quarter, proving Alibaba with some diversification benefits as it looks toward international expansion of its e-commerce business.My target price for Alibaba is $164, implying an 86% upside from current levels.Alibaba (NYSE:BABA) is increasingly looking very compelling at the current levels as the fundamentals of the business looks to be improving while sentiment is still rather negative. For investors looking for a contrarian opportunity, I think that Alibaba could be thestock to watch, and this article highlights why.Investment thesisI think we are starting to see positive revisions for Alibaba's forward estimates and with improving news flow and better financial results, the risk/reward opportunity skews towards more favorable and as such, a contrarian investor would buy at current levels because of the following:China commerce: With more than 1 billion users on its platforms with an average spend of $1,300 per year, the next growth driver will be to increase wallet per share and to monetize this huge platform of users, driving quality growth for the future.International commerce: With e-commerce penetration in Southeast Asia remaining the structural driver for growth in the long-term, Lazada continues to be a key pillar in Alibaba's future growth. With the expertise in e-commerce in China, there are synergies to be reaped from Alibaba to leverage on in its expansion for Lazada in Southeast Asia.Cloud: With a market leadership position in the Asia-Pacific region, Alibaba Cloud will continue to maintain leadership and grow at a quick pace. With multiple levers to pull, there are international expansion opportunities that can drive the next phase of growth for the business.Investing for growth in the future: The company remains committed to strategic and technology investments that are necessary for the long-term growth of the company, which will ensure sustainable and quality growth in its business.China commerce trends looking goodIn June, Alibaba management saw signs of recovery in their China commerce business due to deliveries returning back to normal, as well as improvement in the logistics situation in China after the April and May period. This year's 618 festival logged positive growth, which was encouraging given the difficult operating environment Alibaba was operating in within China during the period. Also, management continued to see the recovery in China commerce business in July as momentum for the business continues.That said, I am also wary of how the changes in macroeconomic environment as well as consumer sentiment may affect e-commerce as consumption spending is reduced during periods of economic downturns. Based on the NBS data shared by the Chinese government, spending as a percentage of disposable income fell from 69% in the first half of the prior year to 64% in the first half of this year. Furthermore, I would add that this fall in spend as a percentage of disposable income was more pronounced in urban areas relative to rural areas. What this tells me is that there is the potential for discretionary spending to come down as consumers focus more on staples in the current uncertain economic environment.As such, although I think we are starting to see some progress and improvement in consumption in Alibaba's numbers, we might need more time for the consumer sentiment and economy to be strong enough to have a full recovery in China commerce.To address the rising concerns about threats from short form videos competitors like TikTok and Kuaishou (OTCPK:KUASF), management commented that they see short videos as a content format and that Alibaba as a business also uses these short form videos on its platforms. For example, on the Taobao app, more than half of the content consumers view are in the short video format. As Alibaba continues to face different competitors that may vie for the e-commerce market, management remains focused on adopting new technologies like it has in the past, be it through moving to mobile or adopting short form videos. Ultimately, I think that it is important that Alibaba as a company adapts to the rapidly changing e-commerce environment as any new innovation or change in the industry may affect the way people interact, the way they engage and the way they consume.Cost control initiatives to drive quality growthWith Alibaba executing its optimization initiatives and cutting costs, the current quarter's adjusted EBITDA margins of 20% came in as a beat on expectations.The main focus for management in the near term is to optimize its cost structure, which it has been focusing on for close to one year now. In my view, the beat on EBITDA margins and especially so for the China commerce EBITDA beat, shows the effectiveness in management's cost structure optimizations strategy. I think moving forward, we will continue to see management do a wide range of strategies across its different businesses to streamline the cost structure and execute on its cost optimization plans.As Alibaba's financial position remains healthy, the management has significant flexibility to balance between their current cost optimization strategy and to continue to make strategic and technology investments for the long-term growth of Alibaba. With China commerce, having passed the1 billion annual active consumer mark, the next phase of growth comes from building this relationship with the customer to deepen the relationship and build better loyalty and trust with the customer. As a result, the company needs to continue to invest in high quality infrastructure and technology for the China commerce business for the long-term sustainable growth of the segment. With this improved relationship and better segmentation of the various types of users, as well as the continued investments made by the company, I think we will start to see China commerce growth reaccelerate again.International commerceI was slightly disappointed with the results from international commerce this quarter. However, to be fair, the segment is facing headwinds from the European Union's VAT rules on international commerce retail. As a result, the international commerce revenues for the quarter increased only by 2% year on year to RMB15.5 billion. Headwinds from EU VAT rules on international commerce retailIn particular, the combined business of Lazada, AliExpress, Trendyol and Daraz fell by 4% year on year. This weakness was due to the declining orders from AliExpress due to the changes in the EU VAT rules highlighted above, as well as disruptions in the supply chain in the region and the weakness of the Euro relative to the US dollar.As for Lazada in Southeast Asia, we continue to see resilience order growth of 10% in the region year on year. There is some deceleration to be expected in the business as I think this is due to the impact from consumers moving into a post pandemic world as mobility restrictions improve in the region. However, I continue to have conviction in e-commerce in Southeast Asia in the long term as there are structural tailwinds driving the business that the short-term deceleration will not deter. Also, for Lazada, the company's efforts to focus on improvements in operating efficiency resulted in narrowing of loss for the business in the current quarter.Trendyolsaw strong growth in the segment as the business grew 46% year on year. The company plans to focus more into high-frequency local consumer services business. Also, Trendyol served more than 225K merchants on its marketplace platform in the quarter.Cloud computing recovering from non-internet sectorsIn the current quarter, we saw the cloud computing revenues grow by 10% year on year, and the growth was driven by the recovery of non-internet industry. The recovery in the non-internet sector was driven by sectors like financial services, public services for example. However, this was offset by weakness from the internet, online education sectors. The internet sector, in particular, was rather weak due to Alibaba's largest customer gradually stopping the use of Alibaba Cloud for its overseas business due to certain requirements, as well as softer demand from other internet customers.As a result of the weakness from the internet sectors, non-internet sectors accounted for 53% of cloud revenues in the current quarter, up 5 percentage points from the prior year.Alibaba Cloud continues to innovate and remain committed to be competitive in the industry. For example, to ensure it maintains its competitive edge, Alibaba Cloud continues to focus on new proprietary technology such as Cloud Infrastructure Processing Unit(CIPU), to provide customers with new product offerings and industry-specific solutions.Positive GMV growth for local consumer servicesDue to COVID-19 disruptions, Eleme's restaurant orders declined during the quarter while this was offset by the stronger non-restaurant delivery orders during the quarter. As a result, the revenues for the segment grew at 5% year on year to RMB10.6 billion. On a positive note, the company is seeing the GMV growth turn positive in June 2022 as the business conditions normalize in June after a difficult April to May period.ValuationI continue to use a sum of the parts valuation model for Alibaba, segregating the business into its respective segments. For China commerce, international commerce, Youku and the cloud businesses, these are valued by DCF while the investments as well as Cainiao were based on recent market capitalization of these companies as well as valuation at the last transaction. With a holding discount of 55% applied, the target price for Alibaba is $164, implying an 86% upside from current levels.SOTP Valuation for Alibaba(Author generated)RisksCompetitionWhile Alibaba continues to invest and position itself for the future, the company's leadership position in the e-commerce segment in China may come under pressure if local competitors attempt to take market share from the company. These players include JD.com (JD) and Pinduoduo (PDD) that can cause increased competitive pressures in the market. With international players like Amazon (AMZN) and Sea Limited's (SE) Shopee competing in its overseas markets, this could pose competitive pressures in Alibaba's overseas markets.Regulatory and political risksThis remains one of the biggest risks with big tech firms in China, but there are signs of easing of the crackdown. In addition, China has now completed the overhaul of the antitrust laws that aims to target big tech firms in China over anti-monopolistic behaviors. However, there are always risks that China may once again take aim at Alibaba or other big tech firms that may cause further pain to shareholders.Cloud risksAs a result of intensifying competition from Huawei, Tencent (OTCPK:TCEHY) and China Telecom, Alibaba Cloud could face increased pressures for growth. Given its market leadership in the segment, this makes the company more vulnerable should other enterprises shift away from Alibaba.ConclusionThe investment case for Alibaba is looking ever more compelling. The China commerce business is recovering from the early covid disruption and the next phase of growth driven by increased wallet share will reaccelerate the revenue growth for the segment. The international commerce and local consumer services segments will continue to grow rapidly as there are strong structural tailwinds supporting these businesses. Lastly, Alibaba Cloud will leverage on new growth opportunities in the form of the non-internet sector and international expansion to maintain its leadership cloud position. The target price for Alibaba is $164, implying 86% upside from current levels. With the improving fundamentals and negative sentiment for the stock, I do see Alibaba as one of the best contrarian investments in our generation.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882808496,"gmtCreate":1631670978415,"gmtModify":1676530604974,"author":{"id":"4091343496242080","authorId":"4091343496242080","name":"SteveTan1","avatar":"https://static.tigerbbs.com/7d55ede77af4234570420f4ccc08177a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091343496242080","idStr":"4091343496242080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>keep","listText":"<a 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can load using your stock vouchers.","text":"$BLUMONT GROUP LTD.(A33.SI)$ You guys can load using your stock 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for the rate to drop.","listText":"Waiting for the rate to drop.","text":"Waiting for the rate to drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/222139468779608","repostId":"2369111459","repostType":2,"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}