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POHHO
POHHO
·
2023-03-22
[Cool]
@NobodySpecialFinance：
All Eyes on Regional US Banks After UBS/Credit Suisse Deal
All Eyes on Regional US Banks After UBS/Credit Suisse Deal
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POHHO
POHHO
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2022-09-22
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POHHO
POHHO
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2022-09-05
[Miser]
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POHHO
POHHO
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2022-08-15
[What]
Energy stocks Slumped in Morning Trading
Energy stocks slumped in morning trading. Occidental, Chevron, BP, Callon and Exxon Mobil fell betwe
Energy stocks Slumped in Morning Trading
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POHHO
POHHO
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2022-08-15
[What]
Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views
Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Th
Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views
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POHHO
POHHO
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2022-08-15
[Cool]
SIA Group Flies More Than 2 Million Passengers in July, First Time Since Pandemic
FLAG carrier Singapore Airlines (SIA) carried 2.1 million passengers on a group level in July, marki
SIA Group Flies More Than 2 Million Passengers in July, First Time Since Pandemic
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POHHO
POHHO
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2022-08-02
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POHHO
POHHO
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2022-07-27
[Miser]
Megacap Growth Companies Gained in Morning Trading
Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose b
Megacap Growth Companies Gained in Morning Trading
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POHHO
POHHO
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2022-07-24
[What]
Top Glove warns of weak demand as profit slumps
(Reuters) - Malaysia's Top Glove said on Friday its quarterly profit had been nearly wiped out, addi
Top Glove warns of weak demand as profit slumps
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POHHO
POHHO
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2022-07-05
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Earnings Season is Coming, Here’s What It Means for the Stock Market
The first major test for the stock market and fragile investor sentiment in the second half of the y
Earnings Season is Coming, Here’s What It Means for the Stock Market
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","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999464507","repostId":"1116805712","repostType":4,"repost":{"id":"1116805712","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660571136,"share":"https://ttm.financial/m/news/1116805712?lang=en_US&edition=fundamental","pubTime":"2022-08-15 21:45","market":"us","language":"en","title":"Energy stocks Slumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1116805712","media":"Tiger Newspress","summary":"Energy stocks slumped in morning trading. 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Occidental, Chevron, BP, Callon and Exxon Mobil fell between 3% and 8%.<img src=\"https://static.tigerbbs.com/af85031450f69c21a9ef09bc0eac156d\" tg-width=\"434\" tg-height=\"424\" width=\"100%\" height=\"auto\"/></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>Energy stocks Slumped in Morning Trading</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\">\nEnergy stocks Slumped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-15 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy stocks slumped in morning trading. Occidental, Chevron, BP, Callon and Exxon Mobil fell between 3% and 8%.<img src=\"https://static.tigerbbs.com/af85031450f69c21a9ef09bc0eac156d\" tg-width=\"434\" tg-height=\"424\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116805712","content_text":"Energy stocks slumped in morning trading. Occidental, Chevron, BP, Callon and Exxon Mobil fell between 3% and 8%.","news_type":1,"symbols_score_info":{"OXY":0.9,"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999464255,"gmtCreate":1660572888181,"gmtModify":1676535399929,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999464255","repostId":"1124737829","repostType":4,"repost":{"id":"1124737829","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660898722,"share":"https://ttm.financial/m/news/1124737829?lang=en_US&edition=fundamental","pubTime":"2022-08-19 16:45","market":"us","language":"en","title":"Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views","url":"https://stock-news.laohu8.com/highlight/detail?id=1124737829","media":"Tiger Newspress","summary":"Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Th","content":"<html><head></head><body><p>Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.</p><p><b>Latest Results</b></p><p>It reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.</p><p>Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.</p><p>Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.</p><p>Stocks surged 24.11% after posting the financial results on that day.</p><p><b>Q2 Guidance</b></p><p>For Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p><b>1.</b> <b>Does It</b> <b>Come Out of Covid Lockdowns?</b></p><p>Data shows that Grab's growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.</p><p>It is also important to mention that Grab's growth is evenly distributed across Grab's 4 business segments. This reflects the synergy among Grab's business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.</p><p>Unfortunately, we cannot deem Grab's network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab's large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.</p><p>Therefore, we could equate Grab's leadership with the willingness to "burn cash" (provide incentives to both partners and customers).</p><p><b>2.</b> <b>Could It Afford to Taper Incentives?</b></p><p>Most of Grab's incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab's incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.</p><p>Grab's incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.</p><p>On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab's revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.</p><p>When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.</p><p>The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.</p><p><b>3.</b> <b>Profitability Is in Sight</b></p><p>Grab's game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.</p><p>Another positive takeaway is Grab's healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years' worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.</p><p><b>Analyst Opinions</b></p><p>J.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab's superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab's flywheel.</p><p>Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.</p><p>Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.</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>Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views</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\">\nGrab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-19 16:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.</p><p><b>Latest Results</b></p><p>It reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.</p><p>Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.</p><p>Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.</p><p>Stocks surged 24.11% after posting the financial results on that day.</p><p><b>Q2 Guidance</b></p><p>For Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p><b>1.</b> <b>Does It</b> <b>Come Out of Covid Lockdowns?</b></p><p>Data shows that Grab's growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.</p><p>It is also important to mention that Grab's growth is evenly distributed across Grab's 4 business segments. This reflects the synergy among Grab's business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.</p><p>Unfortunately, we cannot deem Grab's network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab's large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.</p><p>Therefore, we could equate Grab's leadership with the willingness to "burn cash" (provide incentives to both partners and customers).</p><p><b>2.</b> <b>Could It Afford to Taper Incentives?</b></p><p>Most of Grab's incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab's incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.</p><p>Grab's incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.</p><p>On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab's revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.</p><p>When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.</p><p>The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.</p><p><b>3.</b> <b>Profitability Is in Sight</b></p><p>Grab's game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.</p><p>Another positive takeaway is Grab's healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years' worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.</p><p><b>Analyst Opinions</b></p><p>J.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab's superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab's flywheel.</p><p>Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.</p><p>Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124737829","content_text":"Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.Latest ResultsIt reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.Stocks surged 24.11% after posting the financial results on that day.Q2 GuidanceFor Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.3 Most Important Things to Watch1. Does It Come Out of Covid Lockdowns?Data shows that Grab's growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.It is also important to mention that Grab's growth is evenly distributed across Grab's 4 business segments. This reflects the synergy among Grab's business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.Unfortunately, we cannot deem Grab's network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab's large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.Therefore, we could equate Grab's leadership with the willingness to \"burn cash\" (provide incentives to both partners and customers).2. Could It Afford to Taper Incentives?Most of Grab's incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab's incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.Grab's incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab's revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.3. Profitability Is in SightGrab's game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.Another positive takeaway is Grab's healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years' worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.Analyst OpinionsJ.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab's superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab's flywheel.Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999464675,"gmtCreate":1660572880000,"gmtModify":1676535399154,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999464675","repostId":"1186865049","repostType":4,"repost":{"id":"1186865049","kind":"news","pubTimestamp":1660558808,"share":"https://ttm.financial/m/news/1186865049?lang=en_US&edition=fundamental","pubTime":"2022-08-15 18:20","market":"sg","language":"en","title":"SIA Group Flies More Than 2 Million Passengers in July, First Time Since Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1186865049","media":"businesstimes","summary":"FLAG carrier Singapore Airlines (SIA) carried 2.1 million passengers on a group level in July, marki","content":"<div>\n<p>FLAG carrier Singapore Airlines (SIA) carried 2.1 million passengers on a group level in July, marking the first time its passenger carriage has crossed the 2 million mark since the start of the Covid...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/sia-group-flies-more-than-2-million-passengers-in-july-first-time-since-pandemic\">Source Link</a>\n\n</div>\n","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>SIA Group Flies More Than 2 Million Passengers in July, First Time Since Pandemic</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\">\nSIA Group Flies More Than 2 Million Passengers in July, First Time Since Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 18:20 GMT+8 <a href=https://www.businesstimes.com.sg/companies-markets/sia-group-flies-more-than-2-million-passengers-in-july-first-time-since-pandemic><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FLAG carrier Singapore Airlines (SIA) carried 2.1 million passengers on a group level in July, marking the first time its passenger carriage has crossed the 2 million mark since the start of the Covid...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/sia-group-flies-more-than-2-million-passengers-in-july-first-time-since-pandemic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.businesstimes.com.sg/companies-markets/sia-group-flies-more-than-2-million-passengers-in-july-first-time-since-pandemic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186865049","content_text":"FLAG carrier Singapore Airlines (SIA) carried 2.1 million passengers on a group level in July, marking the first time its passenger carriage has crossed the 2 million mark since the start of the Covid-19 pandemic, it said in its operating results filed to the bourse on Monday (Aug 15).In July, the group’s passenger load factor also reached a new pandemic-high load factor of 87.4 per cent, making it the second-highest monthly figure in its group’s history.The peak summer season kept demand for air travel robust across all regions except East Asia, where travel restrictions remained in place in some key markets, SIA said.In July, the group reached 67 per cent of its pre-Covid-19 capacity, while group passenger capacity was 4.9 per cent higher on month.Passenger load factor for its full-service carrier SIA was 87.7 per cent, while passenger load factor for its budget carrier Scoot was at 86 per cent.Cargo operations registered a load factor of 60.5 per cent, down 26.7 percentage points on year, with loads declining 4 per cent on year.SIA noted that it resumed services to Shenzhen, China in the month, bringing the group’s passenger network to cover 99 destinations as at end July.Shares of SIA closed at S$5.39 on Monday, down S$0.02 or 0.4 per cent, before the announcement.","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908771243,"gmtCreate":1659448219486,"gmtModify":1705980442745,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908771243","repostId":"1170102764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903002158,"gmtCreate":1658935419674,"gmtModify":1676536231223,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903002158","repostId":"1105464349","repostType":4,"repost":{"id":"1105464349","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658929127,"share":"https://ttm.financial/m/news/1105464349?lang=en_US&edition=fundamental","pubTime":"2022-07-27 21:38","market":"us","language":"en","title":"Megacap Growth Companies Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105464349","media":"Tiger Newspress","summary":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose b","content":"<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></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>Megacap Growth Companies Gained in Morning Trading</title>\n<style 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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\">\nMegacap Growth Companies Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-27 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105464349","content_text":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.","news_type":1,"symbols_score_info":{"MSFT":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900174660,"gmtCreate":1658676413850,"gmtModify":1676536190217,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900174660","repostId":"2190640240","repostType":2,"repost":{"id":"2190640240","kind":"news","pubTimestamp":1639120446,"share":"https://ttm.financial/m/news/2190640240?lang=en_US&edition=fundamental","pubTime":"2021-12-10 15:14","market":"sg","language":"en","title":"Top Glove warns of weak demand as profit slumps","url":"https://stock-news.laohu8.com/highlight/detail?id=2190640240","media":"Reuters","summary":"(Reuters) - Malaysia's Top Glove said on Friday its quarterly profit had been nearly wiped out, addi","content":"<div>\n<p>(Reuters) - Malaysia's Top Glove said on Friday its quarterly profit had been nearly wiped out, adding that it expected the business environment in the immediate term to be challenging.\nThe world's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-glove-warns-weak-demand-053606142.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Glove warns of weak demand as profit slumps</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\">\nTop Glove warns of weak demand as profit slumps\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 15:14 GMT+8 <a href=https://finance.yahoo.com/news/top-glove-warns-weak-demand-053606142.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Malaysia's Top Glove said on Friday its quarterly profit had been nearly wiped out, adding that it expected the business environment in the immediate term to be challenging.\nThe world's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-glove-warns-weak-demand-053606142.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BVA.SI":"顶级手套有限公司"},"source_url":"https://finance.yahoo.com/news/top-glove-warns-weak-demand-053606142.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190640240","content_text":"(Reuters) - Malaysia's Top Glove said on Friday its quarterly profit had been nearly wiped out, adding that it expected the business environment in the immediate term to be challenging.\nThe world's largest medical glove maker posted net profit of 185.7 million ringgit ($44.04 million) during the September-November quarter, a plunge of 92% from 2.36 billion ringgit a year ago.\nRevenue tumbled 67% to 1.58 billion ringgit, its stock exchange filing showed.\nThe company said average selling prices and demand have been returning to normal after the global rollout of coronavirus vaccine, while customers stay cautious on replenishment orders, in expectation of a further fall in glove prices.\n\"The group saw a decrease in sales volume in the current quarter, which was attributed to increased competition and supply, owing to expansion by existing players and entrance of new players,\" Top Glove said.\nIt added that it had gradually regained exports to the United States, and expected sales volume to improve in coming quarters.\nLast year, the U.S. Customs banned imports of Top Glove's products from Malaysia over accusations of forced labour at its operations, but lifted the ban in September after a review showed Top Glove addressed all indicators of forced labour.","news_type":1,"symbols_score_info":{"BVA.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070346928,"gmtCreate":1657022677465,"gmtModify":1676535933114,"author":{"id":"3581768503960021","authorId":"3581768503960021","name":"POHHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581768503960021","idStr":"3581768503960021"},"themes":[],"htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070346928","repostId":"1144093147","repostType":4,"repost":{"id":"1144093147","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657035140,"share":"https://ttm.financial/m/news/1144093147?lang=en_US&edition=fundamental","pubTime":"2022-07-05 23:32","market":"us","language":"en","title":"Earnings Season is Coming, Here’s What It Means for the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144093147","media":"Dow Jones","summary":"The first major test for the stock market and fragile investor sentiment in the second half of the y","content":"<html><head></head><body><p>The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/PEP\">PepsiCo</a>, <a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group</a>, and <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.</p><p>Wall Street analysts’ consensus estimate is for S&P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.</p><p>S&P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.</p><p>That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.</p><p>“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”</p><p>Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.</p><p>“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”</p><p>The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.</p><p>Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.</p><p>Golub is more concerned about Big Tech companies’ drag on the overall S&P 500’s earnings growth rate. In the first quarter aggregate earnings from <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Alphabet (GOOGL), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.</p><p>Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.</p><p>How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.</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>Earnings Season is Coming, Here’s What It Means for the Stock Market</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\">\nEarnings Season is Coming, Here’s What It Means for the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-05 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>, <a href=\"https://laohu8.com/S/PEP\">PepsiCo</a>, <a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group</a>, and <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.</p><p>Wall Street analysts’ consensus estimate is for S&P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.</p><p>S&P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.</p><p>That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.</p><p>“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”</p><p>Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.</p><p>“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”</p><p>The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.</p><p>Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.</p><p>Golub is more concerned about Big Tech companies’ drag on the overall S&P 500’s earnings growth rate. In the first quarter aggregate earnings from <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Alphabet (GOOGL), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.</p><p>Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.</p><p>How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144093147","content_text":"The first major test for the stock market and fragile investor sentiment in the second half of the year is just around the corner. A parade of earnings reports over the coming month will expose how companies have contended with soaring inflation, shifts in consumer spending, and a volatile supply environment. Management teams’ guidance and commentary on the outlook for the remainder of 2022 may be even more impactful.JPMorgan Chase, Delta Air Lines, PepsiCo, UnitedHealth Group, and Morgan Stanley will get the ball rolling next week, before second-quarter earnings season really picks up over the following month.Wall Street analysts’ consensus estimate is for S&P 500 revenue to come in 10.4% higher than in the same period last year, with 5.6% earnings growth, per I/B/E/S data from Refinitiv. Excluding the energy sector, which is booming thanks to sky-high oil and gas prices, sales are expected to decline 2.4% and earnings are expected to increase by 6.7%.S&P 500 sales and earnings per share are seen hitting record highs in the second quarter. But growth on both lines is expected to slow and profit margins are expected to narrow.That shift will be most evident in the mood on earnings calls. Updates to full-year guidance may skew negative, as CEOs and CFOs incorporate the potential risks and uncertainties in the second half of the year into their projections.“I think you’re going to see an increasingly cautious tone from management teams,” says Richard Bernstein, CEO of Richard Bernstein Advisors, “We’re on the slow side of the profit cycle—we’re not talking about a profits recession, that’s probably the end of this year or into next year. But we’re clearly past the peak in profit growth.”Concerns about a slowdown in consumer spending or an economic recession may be just that for now: concerns. The second quarter itself wasn’t without its challenges, however.“Inflation and the ability to push through costs is gonna be a big item [on second-quarter earnings calls,]” says S&P Dow Jones Indices Senior Equity Analyst Howard Silverblatt. “You’re also going to hear a lot about exchange rates.”The U.S. Dollar Index (DXY), which measures the greenback against a basket of other currencies, is up 9.5% this year. Multinational companies’ sales in foreign currencies are worth less when converted into dollars when the dollar strengthens. Expect to see companies making plenty of adjustments to earnings and growth rates for that foreign exchange headwind. For example, Apple (AAPL) said in April that it expected the strong dollar to subtract three percentage points from its year-over-year revenue growth in the second quarter.Credit Suisse’s chief U.S. equity strategist, Jonathan Golub, doesn’t expect this earning season to be overly problematic for the market. He notes that companies have been preannouncing negative results less than the average going into this reporting period.Golub is more concerned about Big Tech companies’ drag on the overall S&P 500’s earnings growth rate. In the first quarter aggregate earnings from Apple, Alphabet (GOOGL), Amazon.com , Meta Platforms , and Microsoft fell by 1.5%. That problem looks to continue in the second quarter—each company is different, but the broad themes include slowing digital advertising sales, reopening shifts in spending from online to the real world, and tough comparisons to super-charged growth in the year-ago period.Golub also points to banks as a potential problem area this earnings season. That will have more to do with managements’ degree of confidence than fundamentals, with some banks likely to add to loan-loss reserves set aside in the first quarter. That’s an accounting adjustment to earnings, and reflects what management predicts will happen next. But for the banks, it will show up in second quarter numbers.How things shake out this earnings season will flow into analysts’ models for the third and fourth quarters. For now, consensus estimates have earnings growth reaccelerating into the low double digits in both periods. A rocky second quarter or gloomy management predictions could mean downside to those forecasts. And that’s the last thing a market down 21% year to date needs.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}