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RichyRick
RichyRick
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2022-11-03
Replying to
@Mrtruelove
:yeah//
@Mrtruelove
:[Strong]
@AlfonsoDex：
MAPLETREE Reits giving out dividends. $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ex dividend date today.. $MAPLETREE LOGISTICS TRUST(M44U.SI)$yesterday.
MAPLETREE Reits giving out dividends. $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ex dividend date today.. $MAPLETREE LOGISTICS TRUST(M44U.SI)$yesterday.
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RichyRick
RichyRick
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2022-10-10
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Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential
When share prices drop, dividend yields rise, which make these companies worth a long look for income investors.
Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential
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RichyRick
RichyRick
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2022-10-01
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Tesla: A New Problem Is Emerging
SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has
Tesla: A New Problem Is Emerging
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RichyRick
RichyRick
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2022-09-30
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SATS Share Price Tumbles Amid S$1.64 Billion Acquisition: 5 Things Investors Need to Know
SATS Ltd(SGX: S58) saw its share price plunge by 20% this morning to a two-year low of S$3.08.The fo
SATS Share Price Tumbles Amid S$1.64 Billion Acquisition: 5 Things Investors Need to Know
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RichyRick
RichyRick
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2022-09-28
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Why Does the Street Consider Apple Stock to be a “Strong Buy”?
Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates
Why Does the Street Consider Apple Stock to be a “Strong Buy”?
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RichyRick
RichyRick
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2022-09-27
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RichyRick
RichyRick
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2022-09-26
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RichyRick
RichyRick
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2022-09-25
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RichyRick
RichyRick
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2022-09-23
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Google Vs. Tesla: Which Stock Has A Better Forecast?
SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both
Google Vs. Tesla: Which Stock Has A Better Forecast?
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RichyRick
RichyRick
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2022-09-22
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US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message
* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha
US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message
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to <a href=\"https://laohu8.com/U/4093072685768390\">@Mrtruelove</a>:yeah//<a href=\"https://laohu8.com/U/4093072685768390\">@Mrtruelove</a>:[Strong]","listText":"Replying to <a href=\"https://laohu8.com/U/4093072685768390\">@Mrtruelove</a>:yeah//<a href=\"https://laohu8.com/U/4093072685768390\">@Mrtruelove</a>:[Strong]","text":"Replying to @Mrtruelove:yeah//@Mrtruelove:[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985556362","repostId":"9985154664","repostType":1,"repost":{"id":9985154664,"gmtCreate":1667346574259,"gmtModify":1676537900922,"author":{"id":"4098943201642940","authorId":"4098943201642940","name":"AlfonsoDex","avatar":"https://community-static.tradeup.com/news/3c3dacba85c0b4dfd791bb1be953f1ec","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098943201642940","idStr":"4098943201642940"},"themes":[],"htmlText":"MAPLETREE Reits giving out dividends. <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>ex dividend date today.. <a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a><v-v data-views=\"1\"></v-v>yesterday.","listText":"MAPLETREE Reits giving out dividends. <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a>ex dividend date today.. <a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a><v-v data-views=\"1\"></v-v>yesterday.","text":"MAPLETREE Reits giving out dividends. $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ex dividend date today.. $MAPLETREE LOGISTICS 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know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914423961","repostId":"2273634345","repostType":4,"repost":{"id":"2273634345","kind":"highlight","pubTimestamp":1665283538,"share":"https://ttm.financial/m/news/2273634345?lang=&edition=fundamental","pubTime":"2022-10-09 10:45","market":"us","language":"en","title":"Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2273634345","media":"Motley Fool","summary":"When share prices drop, dividend yields rise, which make these companies worth a long look for income investors.","content":"<div>\n<p>While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/\">Web 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>Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential</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\">\nDown by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 10:45 GMT+8 <a href=https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273634345","content_text":"While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that are trading at cheap-looking valuations may be down for valid reasons. It's important to pay attention to what factors the market may be pricing into a company's shares.However, with the S&P 500 Index in bear market territory, many high-quality stocks look attractive due to the increasing levels of fear about the direction of the economy. But in the wake of this year's sell-off, FedEx (FDX -0.50%), Old Dominion Freight Lines (ODFL -6.18%), and Lowe's (LOW -1.39%) look like great discounted options for long-term dividend investors.FedEx: A well-covered dividend at a discounted priceDown nearly 40% year to date and off by more than 20% in the last month alone, shipping juggernaut FedEx has been under increased pressure since it delivered its fiscal 2023 first-quarter report.For the period, which ended Aug. 31, FedEx reported year-over-year declines in volume of 11% and 3% from its Express and Ground operations, respectively, but it still grew revenue by 6%, thanks partly to higher fuel surcharges.However, these surcharges did not keep pace with the weakening macroeconomic conditions and ballooning fuel costs facing FedEx. The company's earnings per share (EPS) dropped 19% from the prior-year period.So what makes FedEx interesting right now?First, despite the economic slowdown, the company's dividend, which at the current share price yields 2.4%, looks safe. And with its low payout ratio of 25%, management has ample room to grow that dividend.Similarly, FedEx generated nearly $2.9 billion in free cash flow over the last 12 months while paying out roughly $900 million in dividends, so in terms of both earnings and cash generation, it easily covers its dividend. While investors will have to wait and see if the company will increase its payout again in fiscal 2023, there's no immediate reason to fear a dividend cut.Second, while the company's price-to-earnings (P/E) ratio is historically volatile, based on its price-to-sales (P/S) ratio, it's trading at an attractive valuation.FDX PS Ratio data by YChartsTaking this low P/S, investors can look at the company's average profit margin over the same time and develop a less volatile P/E ratio.FDX Profit Margin data by YChartsBy dividing FedEx's P/S of 0.433 by its average profit margin of 4.25% over the last 10 years, we can find that the company trades at only 10 times earnings should it continue generating these margins. Moreover, with CEO Raj Subramaniam expecting at least $2.2 billion in cost savings in 2023 ($1 billion of which will be permanent), FedEx looks poised to maintain this average profit margin.Compared to the S&P 500 Index's median P/E of 22, the company's cost-cutting efforts, dividend strength, and ongoing turnaround look tempting at today's prices.Old Dominion Freight Lines: A future Dividend AristocratWhile less-than-truckload (LTL) freight carriers may not sound like the most exciting investment options, Old Dominion Freight Line's 1,300% total return over the last decade shows that such stocks can provide some thrilling results to your portfolio.Old Dominion has become the best-in-class performer in its industry thanks to its 99% on-time delivery rate and its 0.1% cargo claims ratio. These impressive metrics have led to it receiving the Mastio Quality Award for No. 1 Shipper for 12 straight years. The company has positioned itself as the ever-reliable (and premium-priced) LTL option. Due to this premium offering, the company has posted annualized sales growth of 12% since 2002, well outpacing the broader LTL industry, which grew by just shy of 5% annually over that period.Best yet for income-focused investors, Old Dominion began paying a dividend in 2017, which it has more than tripled since.ODFL Dividends Paid (TTM) data by YChartsDespite this rapid dividend growth, its payout ratio is a tiny 9%, while its yield of 0.41% is close to its all-time high.ODFL Dividend Yield data by YChartsWhile this yield may not sound like much, the company's willingness to continue boosting payouts rapidly and its small payout ratio give it excellent long-term dividend growth potential.On top of that, Old Dominion trades at a P/E ratio of only 25, a level it has not seen since the stock market's March 2020 plunge.ODFL PE Ratio data by YChartsIn the second quarter, the company's revenue and EPS grew by 26% and 43%, respectively, which indicates that this excellent operator should remain a fantastic holding for the long haul.Lowe's: A discount on stabilityAnytime the share price of a Dividend Aristocrat drops by more than 20%, it should catch investors' attention -- and that's precisely what has happened to Lowe's in 2022.Its sales dropped slightly -- by just 0.3% -- in Q2, and the market continued to worry over the home-improvement retailer's operations. However, despite the top line being stagnant, Lowe's posted a 10% increase in EPS from the prior-year period.Notably, though its revenue only rose by 87% over the last decade, its EPS increased more than sevenfold over that time.LOW Revenue (TTM) data by YChartsWhile its slow and steady profit margin expansion juiced that EPS growth, Lowe's declining share count has also been a significant factor.LOW Shares Outstanding data by YChartsThe company's methodical share repurchases have enabled it to continue posting earnings growth that has led to market-beating returns over the long haul. These buybacks and Lowe's 58-year streak of dividend increases have generated cash returns to shareholders that are rivaled by only a handful of companies.Best yet, its dividend yield is above its 10-year average, so future payouts are available at a discounted price.LOW Dividend Yield data by YChartsAnytime a Dividend Aristocrat's yield moves above its recent averages, it highlights the potential for investors to benefit from a discounted passive income stream. That's especially appealing when the company in question is as stable as Lowe's.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"IVV":0.6,"SH":0.6,".SPX":0.6,"SDS":0.6,"ESmain":0.6,"SPXU":0.6,"SPY":1,"OEF":0.6,"UPRO":0.6,"SSO":0.6,"OEX":0.6}},"isVote":1,"tweetType":1,"viewCount":3140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916658064,"gmtCreate":1664589011658,"gmtModify":1676537481224,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know ","listText":"Good to know ","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916658064","repostId":"1193309788","repostType":4,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A New Problem Is Emerging</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: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8 <a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web 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://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916137759,"gmtCreate":1664530713472,"gmtModify":1676537472680,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9916137759","repostId":"1133487451","repostType":4,"repost":{"id":"1133487451","kind":"news","pubTimestamp":1664504416,"share":"https://ttm.financial/m/news/1133487451?lang=&edition=fundamental","pubTime":"2022-09-30 10:20","market":"sg","language":"en","title":"SATS Share Price Tumbles Amid S$1.64 Billion Acquisition: 5 Things Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1133487451","media":"The Smart Investor","summary":"SATS Ltd(SGX: S58) saw its share price plunge by 20% this morning to a two-year low of S$3.08.The fo","content":"<html><head></head><body><p><b>SATS Ltd</b>(SGX: S58) saw its share price plunge by 20% this morning to a two-year low of S$3.08.</p><p>The food caterer has stunned the market by announcing a major acquisition – that of privately-owned Worldwide Flight Services (WFS) for nearly S$1.64 billion.</p><p>Prior to the announcement, the group was enjoying a strong recovery with the reopening of borders and the resumption of air travel.</p><p>The airline ground handler also reported an improved set of earnings for its fiscal 2022 ending 31 March 2022, with core net loss reduced by more than half to S$8.5 million.</p><p>On the positive side, this transaction will propel SATS into the big league and substantially enhance its revenue and earnings profile.</p><p>After enduring two years of pandemic-related challenges, the group is seeking a transformational acquisition.</p><p>Yet, the market does not seem impressed.</p><p>Here are five things that investors need to know about SATS’ acquisition.</p><p><b>1. A leader in the air cargo sector</b></p><p>WFS comes with impressive credentials.</p><p>The company is the number one player in North America and Europe for air cargo handling, with 114 cargo stations and more than 800,000 square metres of warehouse space.</p><p>What’s more, WFS’s network is complementary to SATS with minimal overlap.</p><p>SATS has a presence mainly in the Asia-Pacific region while WFS handles European and US cargo, and the acquisition will provide the combined group with comprehensive global coverage.</p><p>WFS also enjoys a contract renewal rate higher than 90%, implying that it has sticky customers that remain loyal to the company.</p><p>Revenue for WFS has also increased by 6% per annum from fiscal 2018 (FY2018) through to FY2021 to hit S$2.6 billion, boosted by two acquisitions.</p><p><b>2. Strong infrastructure with a blue-chip customer base</b></p><p>WFS also boasts a strong infrastructure with an established portfolio of around 170 on-airport lease warehouses.</p><p>The company offers multi-station solutions with access to key hubs that are supported by a global network.</p><p>In addition, WFS has a platform to support ongoing growth in its warehouse space, with the capacity expansion taking place over the last few years through acquisitions and organic growth.</p><p><img src=\"https://static.tigerbbs.com/a6ca51364e9e5515cf95ca5cdca2f8d0\" tg-width=\"1428\" tg-height=\"785\" width=\"100%\" height=\"auto\"/>Source: SATS-WFS Acquisition Presentation Slides</p><p>The slide above shows WFS’ customer mix which consists of many blue-chip airlines such as <b>American Airlines</b>(NASDAQ: AAL), Qatar Airways, and<b>Air France KLM SA</b>(EPA: AF).</p><p>Around a quarter of WFS’ revenue comes from its top five customers, with the bulk (64%) coming from a range of different customers.</p><p>The company also works with integrators and freight forwarders such as <b>United Parcel Service</b>(NYSE: UPS), <b>DHL</b>(ETR: DPW), and <b>Amazon</b>(NASDAQ: AMZN).</p><p><b>3. Creating a global powerhouse</b></p><p>This acquisition will create a global powerhouse with SATS and WFS combining their expertise and cargo stations.</p><p>Once the transaction concludes, the new entity will have a total of 135 cargo stations around the world handling around nine million tonnes of cargo volume.</p><p>SATS will leapfrog to the number one position, putting it ahead of Swissport with 92 cargo stations handling around five million tonnes of cargo.</p><p>There will also be cross-selling opportunities across the new, expanded customer base and the larger entity can also accelerate cargo automation to achieve better synergies.</p><p><b>4. Increased diversification and a strong boost to earnings</b></p><p>The acquisition is beneficial to SATS as it helps to diversify its geographic exposure.</p><p>For FY2022, around 85% of its revenue came from Singapore.</p><p>By FY2025 and with the purchase of WFS, Asia will contribute around 45% of revenue, with the Americas making up 30% and EMEA (Europe, Middle East and Africa) taking up the remaining 25%.</p><p>SATS can also enjoy better business segment diversification as slightly more than half (55%) of its FY2022 revenue came from food solutions.</p><p>Post-acquisition, it projects that food solutions will make up less than one-third of revenue by FY2025, with half of the group’s revenue coming from cargo instead.</p><p>The acquisition will also deliver an immediate positive financial impact.</p><p>Revenue is set to more than triple from S$1.2 billion in FY2022 to S$3.8 billion, while net profit will jump from S$1.8 billion to S$3.2 billion.</p><p><b>5. Acquisition funded by equity</b></p><p>Now that you know what SATS is getting, the question that remains is its price tag.</p><p>SATS intends to fund the acquisition purely through equity and internal cash flows.</p><p>The group has signalled its intention for an equity fundraising exercise to raise S$1.7 billion, and the plan will assume all of WFS’ debt of around S$1.7 billion.</p><p>Once consolidated, SATS will see its debt-to-equity ratio jump from the current 46% to 71%, with its net debt to EBITDA (earnings before interest, taxes, depreciation and amortisation) soaring from 0.5 times to 3.4 times.</p><p>Details of the fundraising have yet to be determined but may comprise a renounceable rights issue to existing SATS’ shareholders along with a private placement to institutional investors.</p><p>An extraordinary general meeting will be convened in early 2023 to vote on this major acquisition.</p><p>Temasek Holdings, which owns around 40% of SATS, has agreed to vote in favour, thus throwing its weight behind this transformative acquisition.</p><p>However, investors should note that with SATS’ increased debt load, it may take a while before it can resume paying out a dividend.</p><p></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>SATS Share Price Tumbles Amid S$1.64 Billion Acquisition: 5 Things Investors Need to Know</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; 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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\">\nSATS Share Price Tumbles Amid S$1.64 Billion Acquisition: 5 Things Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 10:20 GMT+8 <a href=https://thesmartinvestor.com.sg/sats-share-price-tumbles-amid-s1-64-billion-acquisition-5-things-investors-need-to-know/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SATS Ltd(SGX: S58) saw its share price plunge by 20% this morning to a two-year low of S$3.08.The food caterer has stunned the market by announcing a major acquisition – that of privately-owned ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/sats-share-price-tumbles-amid-s1-64-billion-acquisition-5-things-investors-need-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SATS":"回声星通信"},"source_url":"https://thesmartinvestor.com.sg/sats-share-price-tumbles-amid-s1-64-billion-acquisition-5-things-investors-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133487451","content_text":"SATS Ltd(SGX: S58) saw its share price plunge by 20% this morning to a two-year low of S$3.08.The food caterer has stunned the market by announcing a major acquisition – that of privately-owned Worldwide Flight Services (WFS) for nearly S$1.64 billion.Prior to the announcement, the group was enjoying a strong recovery with the reopening of borders and the resumption of air travel.The airline ground handler also reported an improved set of earnings for its fiscal 2022 ending 31 March 2022, with core net loss reduced by more than half to S$8.5 million.On the positive side, this transaction will propel SATS into the big league and substantially enhance its revenue and earnings profile.After enduring two years of pandemic-related challenges, the group is seeking a transformational acquisition.Yet, the market does not seem impressed.Here are five things that investors need to know about SATS’ acquisition.1. A leader in the air cargo sectorWFS comes with impressive credentials.The company is the number one player in North America and Europe for air cargo handling, with 114 cargo stations and more than 800,000 square metres of warehouse space.What’s more, WFS’s network is complementary to SATS with minimal overlap.SATS has a presence mainly in the Asia-Pacific region while WFS handles European and US cargo, and the acquisition will provide the combined group with comprehensive global coverage.WFS also enjoys a contract renewal rate higher than 90%, implying that it has sticky customers that remain loyal to the company.Revenue for WFS has also increased by 6% per annum from fiscal 2018 (FY2018) through to FY2021 to hit S$2.6 billion, boosted by two acquisitions.2. Strong infrastructure with a blue-chip customer baseWFS also boasts a strong infrastructure with an established portfolio of around 170 on-airport lease warehouses.The company offers multi-station solutions with access to key hubs that are supported by a global network.In addition, WFS has a platform to support ongoing growth in its warehouse space, with the capacity expansion taking place over the last few years through acquisitions and organic growth.Source: SATS-WFS Acquisition Presentation SlidesThe slide above shows WFS’ customer mix which consists of many blue-chip airlines such as American Airlines(NASDAQ: AAL), Qatar Airways, andAir France KLM SA(EPA: AF).Around a quarter of WFS’ revenue comes from its top five customers, with the bulk (64%) coming from a range of different customers.The company also works with integrators and freight forwarders such as United Parcel Service(NYSE: UPS), DHL(ETR: DPW), and Amazon(NASDAQ: AMZN).3. Creating a global powerhouseThis acquisition will create a global powerhouse with SATS and WFS combining their expertise and cargo stations.Once the transaction concludes, the new entity will have a total of 135 cargo stations around the world handling around nine million tonnes of cargo volume.SATS will leapfrog to the number one position, putting it ahead of Swissport with 92 cargo stations handling around five million tonnes of cargo.There will also be cross-selling opportunities across the new, expanded customer base and the larger entity can also accelerate cargo automation to achieve better synergies.4. Increased diversification and a strong boost to earningsThe acquisition is beneficial to SATS as it helps to diversify its geographic exposure.For FY2022, around 85% of its revenue came from Singapore.By FY2025 and with the purchase of WFS, Asia will contribute around 45% of revenue, with the Americas making up 30% and EMEA (Europe, Middle East and Africa) taking up the remaining 25%.SATS can also enjoy better business segment diversification as slightly more than half (55%) of its FY2022 revenue came from food solutions.Post-acquisition, it projects that food solutions will make up less than one-third of revenue by FY2025, with half of the group’s revenue coming from cargo instead.The acquisition will also deliver an immediate positive financial impact.Revenue is set to more than triple from S$1.2 billion in FY2022 to S$3.8 billion, while net profit will jump from S$1.8 billion to S$3.2 billion.5. Acquisition funded by equityNow that you know what SATS is getting, the question that remains is its price tag.SATS intends to fund the acquisition purely through equity and internal cash flows.The group has signalled its intention for an equity fundraising exercise to raise S$1.7 billion, and the plan will assume all of WFS’ debt of around S$1.7 billion.Once consolidated, SATS will see its debt-to-equity ratio jump from the current 46% to 71%, with its net debt to EBITDA (earnings before interest, taxes, depreciation and amortisation) soaring from 0.5 times to 3.4 times.Details of the fundraising have yet to be determined but may comprise a renounceable rights issue to existing SATS’ shareholders along with a private placement to institutional investors.An extraordinary general meeting will be convened in early 2023 to vote on this major acquisition.Temasek Holdings, which owns around 40% of SATS, has agreed to vote in favour, thus throwing its weight behind this transformative acquisition.However, investors should note that with SATS’ increased debt load, it may take a while before it can resume paying out a dividend.","news_type":1,"symbols_score_info":{"SATS":0.9}},"isVote":1,"tweetType":1,"viewCount":3253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918304520,"gmtCreate":1664322060760,"gmtModify":1676537431049,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9918304520","repostId":"1123978281","repostType":4,"repost":{"id":"1123978281","kind":"news","pubTimestamp":1664291602,"share":"https://ttm.financial/m/news/1123978281?lang=&edition=fundamental","pubTime":"2022-09-27 23:13","market":"us","language":"en","title":"Why Does the Street Consider Apple Stock to be a “Strong Buy”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123978281","media":"TipRanks","summary":"Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates ","content":"<div>\n<p>Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Why Does the Street Consider Apple Stock to be a “Strong Buy”?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nWhy Does the Street Consider Apple Stock to be a “Strong Buy”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 23:13 GMT+8 <a href=https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy\">Web 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.tipranks.com/news/article/why-does-the-street-consider-apple-stock-nasdaqaapl-to-be-a-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123978281","content_text":"Story HighlightsWhile Apple, like other tech stocks, is under pressure due to rising interest rates and an impending recession, Wall Street analysts continue to be bullish on the long-term prospects of the iPhone maker.Investors are bracing for more trouble as the aggressive rate hikes by the Federal Reserve to tame inflation are expected to push the U.S. economy into recession. The S&P 500 (SPX) and NASDAQ 100 (NDX) have declined 23.3% and over 31% year-to-date, respectively. While many tech stocks have been clobbered this year, Apple’s (NASDAQ:AAPL) stock has shown some amount of resilience and is down 15% year-to-date. Most Wall Street analysts remain bullish about the tech giant based on its strong track record, continued innovation, and progress into new growth areas like fintech.Apple is Well-Positioned for Long-Term GrowthApple’s Q3 Fiscal 2022 (ended June 30, 2022) revenue increased 1.9% to nearly $83 billion, but earnings per share fell 8% to $1.20. That said, the company managed to top analysts’ expectations for both key metrics.While Apple cautioned investors about near-term pressures, including currency headwinds and supply chain woes, it expects revenue growth to accelerate in the September quarter compared to the June quarter.Meanwhile, Apple is diversifying its manufacturing footprint amid production disruptions in China. Apple recently announced that it would be manufacturing the iPhone 14 in India. The company has been manufacturing old models of iPhones in India but this time it is going ahead with the production of a newly launched device. The move is expected to boost Apple’s prospects in a lucrative market like India.Additionally, Apple continues to deepen customer engagement with its services business, which includes sales from Applecare, advertising, cloud, payment, and other services. Note that the company’s services business is more profitable than its products segment. The company has been advancing in the attractive financial services market through solutions like Apple Pay and Apple Wallet.Back in June, Apple announced that it will launch a buy now, pay later service called Apple Pay Later. The facility will allow customers to split their purchase into four equal payments that can be spread over six weeks. Earlier this year, Apple rolled out its Tap to Pay on iPhone feature that enables contactless payments.Is Apple a Buy or Sell Now?In a recent research note to investors, Wedbush Securities analyst Daniel Ives noted that the iPhone 14 is likely witnessing “brisk sales” as wait times are getting longer. The analyst stated, “Wait times on many iPhone Pro 14 models are now 4-6 weeks for Apple customers and lengthening into November.” Ives stated that the overall demand for Pro is 8% to 10% ahead of his expectations.The analyst also sees strong sales in China, mainly via e-commerce channels. He expects China’s business to be a vital factor in Apple’s growth story and estimates that nearly 30% of iPhone customers in China “are in the window of an upgrade opportunity.”Despite macro pressures, Ives believes that Apple’s growth story “remains a bright spot in the tech landscape with darker clouds abound in many pockets of consumer tech.” Ives reiterated a Buy rating on AAPL stock with a price target of $220.All in all, Apple scores the Street’s Strong Buy consensus rating based on 23 Buys, four Holds, and one Sell rating. The average Apple price target of $183.45 suggests nearly 22% upside potential from current levels.ConclusionDespite macro pressures, Apple seems to be an attractive pick for the long haul based on strengths like continued innovation, solid growth potential for the services business, and strong execution.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911540897,"gmtCreate":1664237788619,"gmtModify":1676537414943,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know ","listText":"Good to know ","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911540897","repostId":"1165547373","repostType":4,"isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911392305,"gmtCreate":1664145193507,"gmtModify":1676537394669,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911392305","repostId":"2270941294","repostType":4,"isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913750034,"gmtCreate":1664074512628,"gmtModify":1676537386593,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913750034","repostId":"2269490734","repostType":4,"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913983653,"gmtCreate":1663896690773,"gmtModify":1676537358372,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913983653","repostId":"2269207122","repostType":4,"repost":{"id":"2269207122","kind":"news","pubTimestamp":1663895275,"share":"https://ttm.financial/m/news/2269207122?lang=&edition=fundamental","pubTime":"2022-09-23 09:07","market":"us","language":"en","title":"Google Vs. Tesla: Which Stock Has A Better Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=2269207122","media":"Seeking Alpha","summary":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Mega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.</li><li>Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?</li><li>What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812c50e2c662e1a9de13588ada8420bf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gorodenkoff</span></p><h2>Article Thesis</h2><p>Mega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.</p><h2>How Did Tesla And Google Perform Following Their Recent Stock Splits?</h2><p>Both companies split their shares not too long ago, in a bid to bring down their share prices to a more "normal" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa75f6003a8a5d8ae349b6c8fe75231\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.</p><h2>Competitors In The Self-Driving Automobile Realm</h2><p>The two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.</p><p>Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.</p><p>No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.</p><p>The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b26f22348c751bc1e1839280d47756\" tg-width=\"640\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/><span>ca.gov</span></p><p>We see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is "nothing special". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.</p><p>From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.</p><p>While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.</p><p>Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.</p><h2>Alphabet And Tesla Stock Key Metrics</h2><p>Both companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.</p><p>Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c39d06b8d89aa8f183775878ff7fc9d\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Alphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.</p><p>The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.</p><p>Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674770fc1359e36cc518d1501437fa47\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash "safety net" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.</p><p>When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a566129c9826a9725931bb8bff600d\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.</p><h2>Is Alphabet Or Tesla The Better Long-Term Buy?</h2><p>Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.</p><p>The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.</p><p>This article is written by Jonathan Weber for reference only.</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>Google Vs. Tesla: Which Stock Has A Better Forecast?</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\">\nGoogle Vs. Tesla: Which Stock Has A Better Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:07 GMT+8 <a href=https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast\">Web 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","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269207122","content_text":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?gorodenkoffArticle ThesisMega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.How Did Tesla And Google Perform Following Their Recent Stock Splits?Both companies split their shares not too long ago, in a bid to bring down their share prices to a more \"normal\" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.Data by YChartsSo far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.Competitors In The Self-Driving Automobile RealmThe two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:ca.govWe see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is \"nothing special\". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.Alphabet And Tesla Stock Key MetricsBoth companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:Data by YChartsAlphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.Data by YChartsTesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash \"safety net\" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:Data by YChartsAt just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.Is Alphabet Or Tesla The Better Long-Term Buy?Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.This article is written by Jonathan Weber for reference only.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSLA":1,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919677356,"gmtCreate":1663804714776,"gmtModify":1676537338626,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9919677356","repostId":"2269969281","repostType":4,"repost":{"id":"2269969281","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":1663800880,"share":"https://ttm.financial/m/news/2269969281?lang=&edition=fundamental","pubTime":"2022-09-22 06:54","market":"us","language":"en","title":"US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2269969281","media":"Reuters","summary":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha","content":"<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are "strongly resolved" to bring down inflation from the highest levels in four decades and "will keep at it until the job is done," a process he repeated would not come without pain.</p><p>"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult," said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments," said BMO's Ma.</p><p>"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell."</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message</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\">\nUS STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-22 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are "strongly resolved" to bring down inflation from the highest levels in four decades and "will keep at it until the job is done," a process he repeated would not come without pain.</p><p>"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult," said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments," said BMO's Ma.</p><p>"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell."</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NDX":"纳斯达克100指数","BK4559":"巴菲特持仓","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","BK4539":"次新股","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269969281","content_text":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors had expected 75 bps, but not higher for longer* Sharp decline in final half-hour of trading* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are \"strongly resolved\" to bring down inflation from the highest levels in four decades and \"will keep at it until the job is done,\" a process he repeated would not come without pain.\"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,\" said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.\"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,\" said BMO's Ma.\"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.\"The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.","news_type":1,"symbols_score_info":{"COMP":0.9,"UPRO":0.6,".SPX":0.6,".IXIC":0.9,"SDS":0.6,"NDX":0.9,"IVV":0.6,"OEX":0.6,"ESmain":0.6,"SPY":0.67,".DJI":0.9,"OEF":0.6,"SH":0.6,"SSO":0.6,"SPXU":0.6}},"isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}