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Jaske123
Jaske123
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2023-01-29
$HRNETGROUP LIMITED(CHZ.SI)$
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Jaske123
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2021-07-29
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Jaske123
Jaske123
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2021-07-29
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Hot Chinese concept stocks continued to rebound in premarket trading
Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.
Hot Chinese concept stocks continued to rebound in premarket trading
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Jaske123
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2021-07-28
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Jaske123
Jaske123
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2021-07-27
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Jaske123
Jaske123
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2021-07-27
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Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes
It may sound a bit harsh, but it feels like Boeing (NYSE:BA) just can’t get out of its own way. Afte
Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes
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Jaske123
Jaske123
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2021-07-26
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Jaske123
Jaske123
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2021-07-23
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Cathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD
Cathie Wood-ledArk Investment Managementon Thursday snapped up 32,807 shares, estimated to be worth
Cathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD
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Jaske123
Jaske123
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2021-07-22
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Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta
News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile
Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta
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Jaske123
Jaske123
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2021-07-20
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Stocks open slightly higher in attempt to bounce back from Monday selloff
(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebo
Stocks open slightly higher in attempt to bounce back from Monday selloff
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks continued to rebound in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-29 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BILI":"哔哩哔哩","LI":"理想汽车","BIDU":"百度","DIDI":"滴滴(已退市)","JD":"京东","BABA":"阿里巴巴","PDD":"拼多多","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139723875","content_text":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.","news_type":1,"symbols_score_info":{"DIDI":0.9,"NIO":0.9,"BILI":0.9,"XPEV":0.9,"JD":0.9,"BABA":0.9,"PDD":0.9,"LI":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801021951,"gmtCreate":1627475041073,"gmtModify":1703490640772,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801021951","repostId":"1141827079","repostType":4,"isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809400895,"gmtCreate":1627383708417,"gmtModify":1703488828873,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809400895","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800738875,"gmtCreate":1627317679997,"gmtModify":1703487582480,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800738875","repostId":"1126483906","repostType":2,"repost":{"id":"1126483906","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627312464,"share":"https://ttm.financial/m/news/1126483906?lang=&edition=fundamental","pubTime":"2021-07-26 23:14","market":"us","language":"en","title":"Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes","url":"https://stock-news.laohu8.com/highlight/detail?id=1126483906","media":"Benzinga","summary":"It may sound a bit harsh, but it feels like Boeing (NYSE:BA) just can’t get out of its own way.\nAfte","content":"<p>It may sound a bit harsh, but it feels like <b>Boeing</b> (NYSE:BA) just can’t get out of its own way.</p>\n<p>After resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.</p>\n<p>All of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.</p>\n<p>Going into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.</p>\n<p>The 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.</p>\n<p>This issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.</p>\n<p>To make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.</p>\n<p>Earnings Call Could Offer View On Travel Trends</p>\n<p>The company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.</p>\n<p>BA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.</p>\n<p>However, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call, <b>Delta</b>(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0b312d27469daa156236d67dd0b89e2b\" tg-width=\"1400\" tg-height=\"736\" width=\"100%\" height=\"auto\"></p>\n<p><b>FIGURE 1:</b> <b>LONG DESCENT</b>. Shares of <b>Boeing</b> (BA—candlestick) are trading way below their 2021 high and have been outpaced by the <b>S&P 500 Index</b> (SPX—purple line) so far this year. Data source: NYSE, S&P Dow Jones Indices. Chart source: The thinkorswim® platform from TD Ameritrade. <i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p>At a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.</p>\n<p>“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”</p>\n<p>One thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.</p>\n<p><b>Quarter Interrupted By 787 Concern, Covid</b></p>\n<p>Before the 787 issue arose, you could argue BA was having a pretty decent Q2.</p>\n<p>For instance, in late June, <b>United Airlines</b>(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.</p>\n<p>The UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.</p>\n<p>Boeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.</p>\n<p>Last time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.</p>\n<p>At the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.</p>\n<p>“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.</p>\n<p>That guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.</p>\n<p>Last time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.</p>\n<p>Reuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.</p>\n<p>Things seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.</p>\n<p>Looking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.</p>\n<p>Boeing Earnings And Options Activity</p>\n<p>BA is expected to report<b> adjusted EPS of $-0.72 per share</b>, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates. <b>Revenue is projected at $17.78 billion</b>—up 51% from a year ago.</p>\n<p>The options market has priced in a <b>3.3% stock move</b> in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the thinkorswim® platform.</p>\n<p>Looking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.</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>Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes</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\">\nBoeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-26 23:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It may sound a bit harsh, but it feels like <b>Boeing</b> (NYSE:BA) just can’t get out of its own way.</p>\n<p>After resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.</p>\n<p>All of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.</p>\n<p>Going into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.</p>\n<p>The 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.</p>\n<p>This issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.</p>\n<p>To make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.</p>\n<p>Earnings Call Could Offer View On Travel Trends</p>\n<p>The company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.</p>\n<p>BA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.</p>\n<p>However, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call, <b>Delta</b>(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0b312d27469daa156236d67dd0b89e2b\" tg-width=\"1400\" tg-height=\"736\" width=\"100%\" height=\"auto\"></p>\n<p><b>FIGURE 1:</b> <b>LONG DESCENT</b>. Shares of <b>Boeing</b> (BA—candlestick) are trading way below their 2021 high and have been outpaced by the <b>S&P 500 Index</b> (SPX—purple line) so far this year. Data source: NYSE, S&P Dow Jones Indices. Chart source: The thinkorswim® platform from TD Ameritrade. <i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p>At a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.</p>\n<p>“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”</p>\n<p>One thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.</p>\n<p><b>Quarter Interrupted By 787 Concern, Covid</b></p>\n<p>Before the 787 issue arose, you could argue BA was having a pretty decent Q2.</p>\n<p>For instance, in late June, <b>United Airlines</b>(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.</p>\n<p>The UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.</p>\n<p>Boeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.</p>\n<p>Last time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.</p>\n<p>At the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.</p>\n<p>“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.</p>\n<p>That guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.</p>\n<p>Last time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.</p>\n<p>Reuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.</p>\n<p>Things seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.</p>\n<p>Looking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.</p>\n<p>Boeing Earnings And Options Activity</p>\n<p>BA is expected to report<b> adjusted EPS of $-0.72 per share</b>, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates. <b>Revenue is projected at $17.78 billion</b>—up 51% from a year ago.</p>\n<p>The options market has priced in a <b>3.3% stock move</b> in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the thinkorswim® platform.</p>\n<p>Looking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126483906","content_text":"It may sound a bit harsh, but it feels like Boeing (NYSE:BA) just can’t get out of its own way.\nAfter resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.\nAll of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.\nGoing into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.\nThe 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.\nThis issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.\nTo make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.\nEarnings Call Could Offer View On Travel Trends\nThe company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.\nBA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.\nHowever, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call, Delta(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.\n\nFIGURE 1: LONG DESCENT. Shares of Boeing (BA—candlestick) are trading way below their 2021 high and have been outpaced by the S&P 500 Index (SPX—purple line) so far this year. Data source: NYSE, S&P Dow Jones Indices. Chart source: The thinkorswim® platform from TD Ameritrade. For illustrative purposes only. Past performance does not guarantee future results.\nAt a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.\n“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”\nOne thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.\nQuarter Interrupted By 787 Concern, Covid\nBefore the 787 issue arose, you could argue BA was having a pretty decent Q2.\nFor instance, in late June, United Airlines(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.\nThe UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.\nBoeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.\nLast time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.\nAt the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.\n“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.\nThat guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.\nLast time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.\nReuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.\nThings seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.\nLooking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.\nBoeing Earnings And Options Activity\nBA is expected to report adjusted EPS of $-0.72 per share, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $17.78 billion—up 51% from a year ago.\nThe options market has priced in a 3.3% stock move in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the thinkorswim® platform.\nLooking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800010772,"gmtCreate":1627265458796,"gmtModify":1703486281665,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"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/800010772","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174993748,"gmtCreate":1627055730284,"gmtModify":1703483563410,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174993748","repostId":"1118817670","repostType":2,"repost":{"id":"1118817670","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627023038,"share":"https://ttm.financial/m/news/1118817670?lang=&edition=fundamental","pubTime":"2021-07-23 14:50","market":"us","language":"en","title":"Cathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD","url":"https://stock-news.laohu8.com/highlight/detail?id=1118817670","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementon Thursday snapped up 32,807 shares, estimated to be worth ","content":"<p><b>Cathie Wood</b>-led<b>Ark Investment Management</b>on Thursday snapped up 32,807 shares, estimated to be worth about $11.85 million, in<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc</b>(NASDAQ:ZM).</p>\n<p>Shares of the video calling company closed 2.39% higher at $361.39 on Thursday.</p>\n<p><b>Doubling Down On <a href=\"https://laohu8.com/S/ZM\">Zoom</a>:</b>The popular ETF money managing firm bought the shares of Zoom via the<b>Ark Innovation ETF</b>(NYSE:ARKK) and the<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW). No other Ark Invest ETF holds shares of Zoom.</p>\n<p>Zoom isstepping up effortsto boost presence in phone calling services as it looks to diversify beyond video-calling. The San Jose, California-based Zoom is among Wood’s bets that have done well amid the rush to work and learn from home during the pandemic last year.</p>\n<p>Together the two ETFs held 3.5 million shares, worth $1.24 billion, in Zoom ahead of Thursday’s trades.</p>\n<p><b>Divesting From China:</b>Wood has been gradually shedding stakes in Chinese tech companies<b>Tencent Holdings</b>(OTC:TCEHY) and<b>JD.com Inc</b>(NASDAQ:JD), which are rivals to<b>AlibabaGroup Holding Ltd’s</b>(NYSE:BABA).</p>\n<p>The New York-based investment firm sold 11,900 shares, estimated to be worth about $828,716, in Tencent via five of its six active ETFs.</p>\n<p>Tencent shares closed 0.36% lower at $69.64 on Thursday.</p>\n<p>The investment firm deployed ARKK to sell Tencent shares on Thursday and nearly exited the entire stake from the innovation ETF.</p>\n<p>The five ETFs held a total of 4.87 million shares, worth $355 million, in Tencent ahead of Thursday’s trade.</p>\n<p>Ark Invest also shed 7,186 shares, estimated to be worth about $545,849, in<b>JD.com Inc</b>(NASDAQ:JD).</p>\n<p>JD shares closed 0.28% lower at $75.91 on Thursday.</p>\n<p>Ark Invest holds shares in JD.com via four of its six active ETFs but deployed the<b>Ark Space Exploration & Innovation ETF</b>(BATS:ARKX) to sell the shares. After Thursday’s trade, ARKX has nearly sold all the shares that it held in JD.com.</p>\n<p>Ahead of Thursday’s trade, the four ETFs held 5.36 million, worth $404 million in JD.com.</p>\n<p>Some of the other key buys on Thursday included<b>Quantum-Si Inc</b>(NASDAQ:QSI) and<b>DraftKings Inc</b>(NASDAQ:DKNG) and sells included<b><a href=\"https://laohu8.com/S/RAVN\">Raven Industries</a> Inc</b>(NASDAQ:RAVN).</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD</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\">\nCathie Wood Loads Up Another $12M In Zoom, Continues Shedding Stakes In Alibaba Rivals Tencent, JD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-23 14:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Cathie Wood</b>-led<b>Ark Investment Management</b>on Thursday snapped up 32,807 shares, estimated to be worth about $11.85 million, in<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc</b>(NASDAQ:ZM).</p>\n<p>Shares of the video calling company closed 2.39% higher at $361.39 on Thursday.</p>\n<p><b>Doubling Down On <a href=\"https://laohu8.com/S/ZM\">Zoom</a>:</b>The popular ETF money managing firm bought the shares of Zoom via the<b>Ark Innovation ETF</b>(NYSE:ARKK) and the<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW). No other Ark Invest ETF holds shares of Zoom.</p>\n<p>Zoom isstepping up effortsto boost presence in phone calling services as it looks to diversify beyond video-calling. The San Jose, California-based Zoom is among Wood’s bets that have done well amid the rush to work and learn from home during the pandemic last year.</p>\n<p>Together the two ETFs held 3.5 million shares, worth $1.24 billion, in Zoom ahead of Thursday’s trades.</p>\n<p><b>Divesting From China:</b>Wood has been gradually shedding stakes in Chinese tech companies<b>Tencent Holdings</b>(OTC:TCEHY) and<b>JD.com Inc</b>(NASDAQ:JD), which are rivals to<b>AlibabaGroup Holding Ltd’s</b>(NYSE:BABA).</p>\n<p>The New York-based investment firm sold 11,900 shares, estimated to be worth about $828,716, in Tencent via five of its six active ETFs.</p>\n<p>Tencent shares closed 0.36% lower at $69.64 on Thursday.</p>\n<p>The investment firm deployed ARKK to sell Tencent shares on Thursday and nearly exited the entire stake from the innovation ETF.</p>\n<p>The five ETFs held a total of 4.87 million shares, worth $355 million, in Tencent ahead of Thursday’s trade.</p>\n<p>Ark Invest also shed 7,186 shares, estimated to be worth about $545,849, in<b>JD.com Inc</b>(NASDAQ:JD).</p>\n<p>JD shares closed 0.28% lower at $75.91 on Thursday.</p>\n<p>Ark Invest holds shares in JD.com via four of its six active ETFs but deployed the<b>Ark Space Exploration & Innovation ETF</b>(BATS:ARKX) to sell the shares. After Thursday’s trade, ARKX has nearly sold all the shares that it held in JD.com.</p>\n<p>Ahead of Thursday’s trade, the four ETFs held 5.36 million, worth $404 million in JD.com.</p>\n<p>Some of the other key buys on Thursday included<b>Quantum-Si Inc</b>(NASDAQ:QSI) and<b>DraftKings Inc</b>(NASDAQ:DKNG) and sells included<b><a href=\"https://laohu8.com/S/RAVN\">Raven Industries</a> Inc</b>(NASDAQ:RAVN).</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118817670","content_text":"Cathie Wood-ledArk Investment Managementon Thursday snapped up 32,807 shares, estimated to be worth about $11.85 million, inZoom Video Communications Inc(NASDAQ:ZM).\nShares of the video calling company closed 2.39% higher at $361.39 on Thursday.\nDoubling Down On Zoom:The popular ETF money managing firm bought the shares of Zoom via theArk Innovation ETF(NYSE:ARKK) and theArk Next Generation Internet ETF(NYSE:ARKW). No other Ark Invest ETF holds shares of Zoom.\nZoom isstepping up effortsto boost presence in phone calling services as it looks to diversify beyond video-calling. The San Jose, California-based Zoom is among Wood’s bets that have done well amid the rush to work and learn from home during the pandemic last year.\nTogether the two ETFs held 3.5 million shares, worth $1.24 billion, in Zoom ahead of Thursday’s trades.\nDivesting From China:Wood has been gradually shedding stakes in Chinese tech companiesTencent Holdings(OTC:TCEHY) andJD.com Inc(NASDAQ:JD), which are rivals toAlibabaGroup Holding Ltd’s(NYSE:BABA).\nThe New York-based investment firm sold 11,900 shares, estimated to be worth about $828,716, in Tencent via five of its six active ETFs.\nTencent shares closed 0.36% lower at $69.64 on Thursday.\nThe investment firm deployed ARKK to sell Tencent shares on Thursday and nearly exited the entire stake from the innovation ETF.\nThe five ETFs held a total of 4.87 million shares, worth $355 million, in Tencent ahead of Thursday’s trade.\nArk Invest also shed 7,186 shares, estimated to be worth about $545,849, inJD.com Inc(NASDAQ:JD).\nJD shares closed 0.28% lower at $75.91 on Thursday.\nArk Invest holds shares in JD.com via four of its six active ETFs but deployed theArk Space Exploration & Innovation ETF(BATS:ARKX) to sell the shares. After Thursday’s trade, ARKX has nearly sold all the shares that it held in JD.com.\nAhead of Thursday’s trade, the four ETFs held 5.36 million, worth $404 million in JD.com.\nSome of the other key buys on Thursday includedQuantum-Si Inc(NASDAQ:QSI) andDraftKings Inc(NASDAQ:DKNG) and sells includedRaven Industries Inc(NASDAQ:RAVN).","news_type":1,"symbols_score_info":{"09988":0.9,"ARKIU":0.9,"BABA":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176708140,"gmtCreate":1626914459480,"gmtModify":1703480414526,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176708140","repostId":"1148130964","repostType":4,"repost":{"id":"1148130964","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878426,"share":"https://ttm.financial/m/news/1148130964?lang=&edition=fundamental","pubTime":"2021-07-21 22:40","market":"us","language":"en","title":"Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta","url":"https://stock-news.laohu8.com/highlight/detail?id=1148130964","media":"Benzinga","summary":"News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile","content":"<p>News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.</p>\n<p>The more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…</p>\n<p>Of course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.</p>\n<p>The index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&P ran out of gas.</p>\n<p>There’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.</p>\n<p>Breadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.</p>\n<p>These things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.</p>\n<p>Bottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.</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>Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta</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\">\nWednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-21 22:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.</p>\n<p>The more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…</p>\n<p>Of course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.</p>\n<p>The index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&P ran out of gas.</p>\n<p>There’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.</p>\n<p>Breadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.</p>\n<p>These things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.</p>\n<p>Bottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148130964","content_text":"News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.\nThe more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…\nOf course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.\nThe index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&P ran out of gas.\nThere’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.\nBreadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.\nThese things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.\nBottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178321038,"gmtCreate":1626788880724,"gmtModify":1703765221279,"author":{"id":"3574251242602398","authorId":"3574251242602398","name":"Jaske123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574251242602398","idStr":"3574251242602398"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178321038","repostId":"1102737002","repostType":4,"repost":{"id":"1102737002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626787848,"share":"https://ttm.financial/m/news/1102737002?lang=&edition=fundamental","pubTime":"2021-07-20 21:30","market":"us","language":"en","title":"Stocks open slightly higher in attempt to bounce back from Monday selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102737002","media":"Tiger Newspress","summary":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebo","content":"<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p>\n<p>Chinese education stocks rally, Blockchain stocks plunged.</p>\n<p>New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></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>Stocks open slightly higher in attempt to bounce back from Monday selloff</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\">\nStocks open slightly higher in attempt to bounce back from Monday selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-20 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p>\n<p>Chinese education stocks rally, Blockchain stocks plunged.</p>\n<p>New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102737002","content_text":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.\nChinese education stocks rally, Blockchain stocks plunged.\nNew Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}