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KLCC
KLCC
·
05-27
$NVIDIA(NVDA)$
whoot!! I hope to repeat more of these kind of trades
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KLCC
KLCC
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02-25
$BABA-W(09988)$
Woohoo
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KLCC
KLCC
·
2023-08-11
Looking forward to more growth in commercial space!
Is It Too Late to Buy Palantir Technologies Stock?
The AI specialist has generated significant gains thus far in 2023. Could this be just the beginning?
Is It Too Late to Buy Palantir Technologies Stock?
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KLCC
KLCC
·
2023-08-09
Juicy!! Accumulating...
Sorry, this post has been deleted
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KLCC
KLCC
·
2023-04-26
Like and share!
These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?
Watch out for these five blue chips as they report their latest financial results. It’s worth observ
These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?
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KLCC
KLCC
·
2023-04-02
True
Buy/Sell: Wall Street's Top 10 Stock Calls This Week
Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street
Buy/Sell: Wall Street's Top 10 Stock Calls This Week
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KLCC
KLCC
·
2023-03-29
I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻♂️🤦🏻♂️
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KLCC
KLCC
·
2022-12-30
Time to start accumulating!?!? 😆
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KLCC
KLCC
·
2022-11-28
It's a very very long road 😢
It's A Long Road For Palantir
SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced an
It's A Long Road For Palantir
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KLCC
KLCC
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2022-11-21
Like pls!
Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%
Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.
Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%
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href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> whoot!! I hope to repeat more of these kind of trades","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> whoot!! I hope to repeat more of these kind of trades","text":"$NVIDIA(NVDA)$ whoot!! I hope to repeat more of these kind of trades","images":[{"img":"https://community-static.tradeup.com/news/96e64dea4a1ee4c68997bc7ab939dc35","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":72,"commentSize":7,"repostSize":126,"link":"https://ttm.financial/post/439564300517808","isVote":1,"tweetType":1,"viewCount":5156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Congratulations on your succeed trades. Great job on your latest stock market success! Your commitment to research and analysis is evident in your results. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Congratulations on your succeed trades. Great job on your latest stock market success! Your commitment to research and analysis is evident in your results. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Congratulations on your succeed trades. Great job on your latest stock market success! Your commitment to research and analysis is evident in your results. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"the past 3 earnings have been great and the stock went down every time. Not expecting the earnings to be as good, so maybe the stock will jump 20% ++","text":"the past 3 earnings have been great and the stock went down every time. Not expecting the earnings to be as good, so maybe the stock will jump 20% ++","html":"the past 3 earnings have been great and the stock went down every time. Not expecting the earnings to be as good, so maybe the stock will jump 20% ++"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407268773499368,"gmtCreate":1740448742270,"gmtModify":1740448746538,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> Woohoo","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> Woohoo","text":"$BABA-W(09988)$ Woohoo","images":[{"img":"https://community-static.tradeup.com/news/878eeecd36c0e0ccc75a1900ebe5e75d","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407268773499368","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":207654657450032,"gmtCreate":1691725583389,"gmtModify":1691725587710,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"Looking forward to more growth in commercial space!","listText":"Looking forward to more growth in commercial space!","text":"Looking forward to more growth in commercial space!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207654657450032","repostId":"2358742575","repostType":2,"repost":{"id":"2358742575","kind":"highlight","pubTimestamp":1691725183,"share":"https://ttm.financial/m/news/2358742575?lang=&edition=fundamental","pubTime":"2023-08-11 11:39","market":"us","language":"en","title":"Is It Too Late to Buy Palantir Technologies Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2358742575","media":"Motley Fool","summary":"The AI specialist has generated significant gains thus far in 2023. Could this be just the beginning?","content":"<div>\n<p>KEY POINTSPalantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.Macroeconomic challenges weighed on its results last year, but the worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/\">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>Is It Too Late to Buy Palantir Technologies Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Palantir Technologies Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-11 11:39 GMT+8 <a href=https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.Macroeconomic challenges weighed on its results last year, but the worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/08/10/is-it-too-late-to-buy-palantir-technologies-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358742575","content_text":"KEY POINTSPalantir Technologies has roared higher so far this year, generating nearly 10 times the gains of the broader market.Macroeconomic challenges weighed on its results last year, but the worst of the downturn is likely behind it.Broad adoption of AI could further accelerate Palantir's future growth.Palantir Technologies has been on fire in 2023, driven higher by the excitement surrounding artificial intelligence (AI) and a broad rebound in technology stocks. Shares of the data mining and AI specialist are up 159% so far this year, nearly 10 times the 16% gains of the S&P 500. This is in stark contrast to its performance last year, when the stock lost more than 64%. There's no question that the soaring demand for all things AI and Palantir's undisputed expertise in the field have been the driving force fueling the stock's rise.The company's long track record of developing AI tools goes back two decades, long before the current explosion of interest in these next-generation algorithms. Palantir has also delivered consistently improving financial results this year, which suggests the macroeconomic headwinds that weighed on the company last year may finally be easing.What does this mean for investors who sat out Palantir Technologies' recent surge? Should they buy now in anticipation of further gains or avoid the stock because its frothy valuation could lead to a steep decline? Let's take a look to see what the evidence suggests.Image source: Getty Images.What dragged Palantir stock down last year?In many ways, 2022 was a year like no other, and it was primarily defined by the macroeconomic headwinds that battered the tech sector. Businesses reacted to the challenging landscape by cutting back on all non-essential spending, and data analytics was among the areas hardest hit.There's a compelling argument that data gives managers the information necessary to make informed decisions. Still, when faced with the worst economic conditions in over a decade, many chose the path of least resistance.These factors wreaked havoc on Palantir's results last year. The company still managed to increase revenue by 24%, but that paled in comparison to the 41% gains it delivered in 2021. The sharp deceleration of sales growth caused some investors to panic, but it's not uncommon for businesses to rein in spending in response to difficult conditions. Furthermore, history shows that once circumstances improve, historical spending patterns resume.Investors should also remember that while Palantir didn't go public until 2020, the company has been creating custom data mining and AI solutions for 20 years, so its seasoned technology is leagues ahead of would-be rivals who merely claim to have AI \"expertise.\"As a result, Palantir has a decided advantage when businesses move to adopt AI.What could drive Palantir stock higher?One of the most significant developments for Palantir this year (the AI revolution aside) is the company's consistently improving financial picture.When the company reported its second-quarter financial results, management noted that Palantir was profitable for the third consecutive quarter and expects to remain in the black every quarter this year. The company continues to generate operating and free cash flow, which suggests its profits will continue. Palantir also increased its full-year guidance and instituted a $1 billion stock buyback. Yet it was management's commentary regarding the surging interest in AI that should have investors most excited. The company's second-quarter shareholder letter provided an update on Palantir's Artificial Intelligence Platform (AIP), which debuted just last quarter. More than 100 organizations have already adopted the system, and the company is in discussions with 300 more. The demand is being driven by companies looking to apply AI functionality to their existing systems and proprietary data. CEO Alex Karp said, \"As a result, the demand for AIP is unlike anything we have seen in the past 20 years.\" Businesses are scrambling to capture the productivity gains made possible by generative AI.Estimates vary greatly, but the general consensus is that trillions of dollars are at stake. Among the most bullish on the technology is Cathie Wood, CEO of Ark Investment Management. In the firm's Big Ideas 2023 report, Wood suggests a fourfold increase in the productivity of knowledge workers and a tenfold increase in coding productivity. Wood estimates that AI software could generate $14 trillion in revenue by the end of the decade. This suggests that those who fail to adopt AI could be ceding a critical competitive advantage.How to approach Palantir stock nowI'd be remiss if I didn't address the elephant in the room. The run-up in Palantir's stock price this year has caused a commensurate increase in its valuation. The stock is currently selling for roughly 18 times trailing sales and only a slightly better 13 times next year's sales, so it has plenty of growth baked in.Still, while value investors will likely balk at the valuation, it is far below Palantir's historical average and a reasonable price to pay for a company that's at the cutting edge of a massive secular tailwind.Furthermore, Palantir is expected to generate double-digit revenue growth, and its earnings per share are expected to quadruple between now and 2024. Given the rapid and accelerating adoption of AI and Palantir's chosen area of expertise, these growth estimates may well be conservative.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207035896844496,"gmtCreate":1691564338401,"gmtModify":1691564342682,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"Juicy!! Accumulating...","listText":"Juicy!! Accumulating...","text":"Juicy!! Accumulating...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207035896844496","repostId":"2357242291","repostType":4,"isVote":1,"tweetType":1,"viewCount":2111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947922756,"gmtCreate":1682489939875,"gmtModify":1682489946087,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"Like and share!","listText":"Like and share!","text":"Like and share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947922756","repostId":"1138275528","repostType":2,"repost":{"id":"1138275528","kind":"news","pubTimestamp":1682473500,"share":"https://ttm.financial/m/news/1138275528?lang=&edition=fundamental","pubTime":"2023-04-26 09:45","market":"sg","language":"en","title":"These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138275528","media":"The Smart Investor","summary":"Watch out for these five blue chips as they report their latest financial results. It’s worth observ","content":"<html><head></head><body><p>Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bb19c0942fe0a4dd12b50f85445235a\" alt=\"Source: Singtel\" title=\"Source: Singtel\" tg-width=\"800\" tg-height=\"533\"/><span>Source: Singtel</span></p><p style=\"text-align: start;\">All eyes are on the crop of blue-chip stocks as they ready themselves for the earnings season.</p><p style=\"text-align: start;\">Investors will be curious to know how these billion-dollar companies are coping with the twin worries of high inflation and surging interest rates.</p><p style=\"text-align: start;\">As you scrutinise their financial numbers, you should keep a close watch on the net profits and free cash flow that each business generates.</p><p style=\"text-align: start;\">Many blue chips have a practice of raising their dividends to reward shareholders if they report a higher year on year net profit.</p><p style=\"text-align: start;\">For income-driven investors, such an announcement will be music to their ears.</p><p style=\"text-align: start;\">Let’s review five of these blue-chip names to determine if they have what it takes to increase their dividends.</p><h2 style=\"text-align: start;\">DBS Group (SGX: D05)</h2><p style=\"text-align: start;\">DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p style=\"text-align: start;\">The lender has reported a stellar set of earnings for 2022 as higher interest rates helped to boost its net interest income.</p><p style=\"text-align: start;\">As a result, the group saw its net profit hit a record of S$8.2 billion last year.</p><p style=\"text-align: start;\">In tandem with the strong performance, DBS not only declared a special dividend of S$0.50 but also raised its quarterly dividend from S$0.36 to S$0.42.</p><p style=\"text-align: start;\">The robust performance looks set to continue with the bank projecting that the net interest margin could hit a peak of 2.25% (2022: 1.75%) as interest rate cuts are not expected this year.</p><p style=\"text-align: start;\">DBS also expects loan and fee income growth along with the reopening of China’s economy.</p><p style=\"text-align: start;\">The bank, however, has a habit of increasing its quarterly dividend in the final quarter of the year; hence, investors may have to wait for the fourth quarter 2023 results for the next increase should net profit continue to rise.</p><h2 style=\"text-align: start;\">Genting Singapore (SGX: G13)</h2><p style=\"text-align: start;\">Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS).</p><p style=\"text-align: start;\">The IR boasts six hotels with around 1,600 rooms, a casino, a Universal Studios theme park, and one of Southeast Asia’s largest aquariums.</p><p style=\"text-align: start;\">The group reported a sparkling set of earnings for 2022 and doubled its final dividend from S$0.01 to S$0.02.</p><p style=\"text-align: start;\">Genting Singapore’s business should improve with China’s border reopening and the resumption of air travel as countries shake off the effects of the pandemic.</p><p style=\"text-align: start;\">In addition, Festive Hotel will re-launch in May this year after renovations and add 389 rooms to the IR’s hotel inventory.</p><p style=\"text-align: start;\">The new Singapore Oceanarium is also being constructed and these initiatives are part of RWS 2.0 expansion projects which are set to increase the appeal of the IR.</p><p style=\"text-align: start;\">There’s a good chance that Genting Singapore may increase its interim dividend above the S$0.01 it declared last year should net profit continue climbing.</p><h2 style=\"text-align: start;\">Singapore Technologies Engineering (SGX: S63)</h2><p style=\"text-align: start;\">Singapore Technologies Engineering, or STE, is a technology and engineering group that serves the aerospace, smart city, and defence sectors.</p><p style=\"text-align: start;\">The blue-chip engineering giant reported a commendable set of earnings, with revenue rising 17.4% year on year for 2022 and net profit (adjusted for one-offs and exceptional items) jumping 39% year on year to S$549 million.</p><p style=\"text-align: start;\">STE paid out a total dividend of S$0.16 for 2022, a slight increase from the S$0.15 that it had been paying out for the preceding five years.</p><p style=\"text-align: start;\">The group maintained a robust order book of S$23 billion as of 31 December 2022 of which S$7.2 billion is expected to be recognised this year.</p><p style=\"text-align: start;\">Should net profit continue climbing, STE may increase its quarterly dividend from the current S$0.04.</p><h2 style=\"text-align: start;\">Frasers Logistics & Commercial Trust (SGX: BUOU)</h2><p style=\"text-align: start;\">Frasers Logistics & Commercial Trust, or FLCT, is a REIT with a portfolio of 105 properties valued at S$6.7 billion as of 31 December 2022.</p><p style=\"text-align: start;\">FLCT’s gearing remains low at just 27.9% with an average cost of debt of just 1.7%.</p><p style=\"text-align: start;\">With its debt headroom of S$3.1 billion, the REIT is open to tapping on its debt facilities for a yield-accretive acquisition.</p><p style=\"text-align: start;\">Meanwhile, signs are also pointing to a potentially higher distribution when the REIT reports its fiscal 2023’s first-half results ending 31 March 2023.</p><p style=\"text-align: start;\">The REIT reported a positive rental reversion of 11% and also has several ongoing development projects in the UK, one of which was completed in February this year.</p><h2 style=\"text-align: start;\">Singtel (SGX: Z74)</h2><p style=\"text-align: start;\">Singtel is Singapore’s largest telecommunication company and offers a wide range of services such as mobile, pay TV, and broadband.</p><p style=\"text-align: start;\">The group posted an encouraging set of earnings for its fiscal 2022 (FY2022) ending 31 March 2022 where underlying net profit grew 11% year on year.</p><p style=\"text-align: start;\">Back then, the total dividend came in at S$0.093, up 24% year on year.</p><p style=\"text-align: start;\">However, Singtel reported a mixed performance for its latest business update as underlying operating revenue rose while underlying operating profit declined.</p><p style=\"text-align: start;\">The good news is that Singtel did declare a special dividend of S$0.05 to be paid in two equal tranches when it released its first half of 2023 results.</p><p style=\"text-align: start;\">Investors can, therefore, look forward to this special dividend to help bump up the overall dividend for FY2023.</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>These 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?</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; 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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\">\nThese 5 Singapore Blue-Chips Are Set to Report Their Earnings Next Month: Can They Raise Their Dividends?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-26 09:45 GMT+8 <a href=https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.Source: SingtelAll eyes are on the crop of...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","S63.SI":"新科工程","BUOU.SI":"星狮物流工业信托","G13.SI":"云顶新加坡","Z74.SI":"新电信"},"source_url":"https://thesmartinvestor.com.sg/these-5-blue-chips-are-set-to-report-their-earnings-next-month-can-they-raise-their-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138275528","content_text":"Watch out for these five blue chips as they report their latest financial results. It’s worth observing if dividends may go up if they report healthy numbers.Source: SingtelAll eyes are on the crop of blue-chip stocks as they ready themselves for the earnings season.Investors will be curious to know how these billion-dollar companies are coping with the twin worries of high inflation and surging interest rates.As you scrutinise their financial numbers, you should keep a close watch on the net profits and free cash flow that each business generates.Many blue chips have a practice of raising their dividends to reward shareholders if they report a higher year on year net profit.For income-driven investors, such an announcement will be music to their ears.Let’s review five of these blue-chip names to determine if they have what it takes to increase their dividends.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The lender has reported a stellar set of earnings for 2022 as higher interest rates helped to boost its net interest income.As a result, the group saw its net profit hit a record of S$8.2 billion last year.In tandem with the strong performance, DBS not only declared a special dividend of S$0.50 but also raised its quarterly dividend from S$0.36 to S$0.42.The robust performance looks set to continue with the bank projecting that the net interest margin could hit a peak of 2.25% (2022: 1.75%) as interest rate cuts are not expected this year.DBS also expects loan and fee income growth along with the reopening of China’s economy.The bank, however, has a habit of increasing its quarterly dividend in the final quarter of the year; hence, investors may have to wait for the fourth quarter 2023 results for the next increase should net profit continue to rise.Genting Singapore (SGX: G13)Genting Singapore is the owner and operator of the integrated resort (IR) at Resorts World Sentosa (RWS).The IR boasts six hotels with around 1,600 rooms, a casino, a Universal Studios theme park, and one of Southeast Asia’s largest aquariums.The group reported a sparkling set of earnings for 2022 and doubled its final dividend from S$0.01 to S$0.02.Genting Singapore’s business should improve with China’s border reopening and the resumption of air travel as countries shake off the effects of the pandemic.In addition, Festive Hotel will re-launch in May this year after renovations and add 389 rooms to the IR’s hotel inventory.The new Singapore Oceanarium is also being constructed and these initiatives are part of RWS 2.0 expansion projects which are set to increase the appeal of the IR.There’s a good chance that Genting Singapore may increase its interim dividend above the S$0.01 it declared last year should net profit continue climbing.Singapore Technologies Engineering (SGX: S63)Singapore Technologies Engineering, or STE, is a technology and engineering group that serves the aerospace, smart city, and defence sectors.The blue-chip engineering giant reported a commendable set of earnings, with revenue rising 17.4% year on year for 2022 and net profit (adjusted for one-offs and exceptional items) jumping 39% year on year to S$549 million.STE paid out a total dividend of S$0.16 for 2022, a slight increase from the S$0.15 that it had been paying out for the preceding five years.The group maintained a robust order book of S$23 billion as of 31 December 2022 of which S$7.2 billion is expected to be recognised this year.Should net profit continue climbing, STE may increase its quarterly dividend from the current S$0.04.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, is a REIT with a portfolio of 105 properties valued at S$6.7 billion as of 31 December 2022.FLCT’s gearing remains low at just 27.9% with an average cost of debt of just 1.7%.With its debt headroom of S$3.1 billion, the REIT is open to tapping on its debt facilities for a yield-accretive acquisition.Meanwhile, signs are also pointing to a potentially higher distribution when the REIT reports its fiscal 2023’s first-half results ending 31 March 2023.The REIT reported a positive rental reversion of 11% and also has several ongoing development projects in the UK, one of which was completed in February this year.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company and offers a wide range of services such as mobile, pay TV, and broadband.The group posted an encouraging set of earnings for its fiscal 2022 (FY2022) ending 31 March 2022 where underlying net profit grew 11% year on year.Back then, the total dividend came in at S$0.093, up 24% year on year.However, Singtel reported a mixed performance for its latest business update as underlying operating revenue rose while underlying operating profit declined.The good news is that Singtel did declare a special dividend of S$0.05 to be paid in two equal tranches when it released its first half of 2023 results.Investors can, therefore, look forward to this special dividend to help bump up the overall dividend for FY2023.","news_type":1,"symbols_score_info":{"S63.SI":0.9,"BUOU.SI":0.9,"Z74.SI":0.9,"D05.SI":0.9,"G13.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941589338,"gmtCreate":1680419086025,"gmtModify":1680419090124,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941589338","repostId":"1128413118","repostType":4,"repost":{"id":"1128413118","kind":"news","pubTimestamp":1680397916,"share":"https://ttm.financial/m/news/1128413118?lang=&edition=fundamental","pubTime":"2023-04-02 09:11","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1128413118","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 27-March 31.<br/><br/><strong>Top 5 Buy Calls:</strong></p><p><strong>Walmart upgraded to Outperform from In Line at Evercore ISI</strong></p><p>Evercore ISI upgraded Walmart (WMT) to Outperform from In Line with a price target of $160, up from $145. The pivot to omnichannel, divesting of non-core assets and investments in productivity have positioned the company for traffic and margin upside over the next two years, the firm tells investors in a research note. Walmart's traffic turn "appears to be building" with consumers across the demographic spectrum making wallet allocation choices, the firm contends.</p><p><strong>Susquehanna upgrades Roku to Positive on attractive risk/reward</strong></p><p>Susquehanna upgraded Roku (ROKU) to Positive from Neutral with a $75 price target. Despite "near-term noise," the long-term connected TV opportunity remains intact and Roku will be a "prime beneficiary of the secular shift of linear budgets," the firm tells investors in a research note. Susquehanna believes the scatter market likely bottomed in late Q4, with improvement building through Q1. Beyond scatter, the firm's checks indicate that the broader connected TV market is "generally healthy and should see a tailwind from the upfronts." It believes Roku is beta testing opportunities to bring more third-party digital service provider buying to its demand-constrained platform, and views this as a "potential source of incremental high margin revenue." Susquehanna sees an attractive risk/reward at current valuation levels.</p><p><strong>Melius starts UPS with a Buy, sees company better set up for downturn</strong></p><p>Melius Research initiated coverage of UPS (UPS) with a Buy rating and $225 two-year price target. FedEx (FDX) and UPS were natural pandemic winners, but with the pandemic tailwinds subsiding, "the companies find themselves at two different points on a similar path," Melius argues. UPS management has spent the past several years minimizing cyclicality in the business and driving higher pre-tax margins, notes the firm, who adds that the focus now is to lean into the customer experience and roll out digital capabilities to drive further productivity and leverage. Changes at UPS allow for the network to flex up and down based on the environment, which "should allow for margins to hold up better during a downturn than in the past," Melius contends.</p><p><strong>Lululemon upgraded to Buy from Neutral at Citi </strong></p><p>Citi upgraded Lululemon Athletica (LULU) to Buy from Neutral with a price target of $440, up from $350. The firm liked the stock going into the Q4 report and feels even better following the results and fiscal 2023 outlook. Lululemon's inventory-to-sales gap is better than expected with a pathway to further improvement, and the company is seeing no signs of a sales slowdown with Q1 trends starting stronger than expected, Citi tells investors in a research note. Further, the company's China growth is poised to "rapidly accelerate" in fiscal 2023 and become a much more meaningful long-term driver, says the firm. It models 20%-plus earnings growth annually through fiscal 2027 as Lululemon "unlocks its global growth potential." CIti adds that shares are Lululemon are more cheaply valued than Nike (NKE).</p><p><strong>Erste Group upgrades Adobe to Buy on revenue, profit growth</strong></p><p>Erste Group upgraded Adobe (ADBE) to Buy from Hold. Adobe is again forecasting revenue and profit growth for this fiscal year and while the company has a "much higher" return on equity and operating margin than its peer group, the stock is valued significantly lower than the peer average, the firm tells investors.</p><p><br/><strong>Top 5 Sell Calls:</strong></p><p><strong>Foot Locker downgraded to Sell at UBS on softlines bearishness</strong></p><p>UBS downgraded Foot Locker (FL) to Sell from Neutral with a price target of $30, down from $36. The firm has become "increasingly bearish" on softlines stocks and reduced its calendar 2023 EPS estimates across its coverage by 10%, on average. Its 2023 EPS estimates are now 13% below consensus for the average stock in its coverage in the space, UBS noted.</p><p><strong>Caterpillar downgraded to Underperform from Neutral at Baird</strong></p><p>Baird downgraded Caterpillar (CAT) to Underperform from Neutral with a price target of $185, down from $230. The firm sees rising risks for rental and construction equipment makers. A 2024 slowdown in U.S. nonresidential construction was already on the horizon but now is increasingly likely given ongoing regional bank "turmoil and their sizable participation in commercial construction lending," Baird tells investors in a research note. For equipment makers, backlogs and price/cost tailwinds are peaking, and there is potential for inventory builds in the second half of 2023 pressuring near-term valuation multiples and eventually 2024 production and earnings, contends the firm. It believes Caterpillar shares are "nearing a cyclical pivot point."</p><p><strong>Medtronic assumed with a Sell, $79 price target at UBS</strong></p><p>Medtronic's (MDT) stock coverage was assumed with a Sell rating and $79 price target at UBS as part of a sector note on U.S. Medical Supplies and Devices. The firm lacks conviction that Medtronic can return to sustainable mid-single-digit top-line growth and drive consistent operating margin upside. Potential resolution of the outstanding Diabetes Warning Letter could be a positive catalyst for the stock, but UBS sees Medtronic at best stemming recent share loss in Diabetes even with new product launches.</p><p><strong>UBS bearish on Zimmer Biomet, initiates with a Sell</strong></p><p>UBS initiated coverage of Zimmer Biomet (ZBH) with a Sell rating and $112 price target as part of a sector note on U.S. Medical Supplies and Devices. The firm models Zimmer's 2022-2027 sales CAGR at 3.5%, with Zimmer delivering sub-4% organic growth each year. While Zimmer has positive product cycles, UBS sees these as merely stemming share losses vs. driving sales gains.</p><p><strong>Citi downgrades Ollie's to Sell, sees 2023 earnings falling short</strong></p><p>Citi downgraded Ollie's Bargain Outlet (OLLI) to Sell from Neutral with a price target of $49, down from $52. Even through the company's comp sales beat in Q4, merchandise margin dollars came in weaker than expected and implied guidance, the firm tells investors in a research note. Ollie's has a difficult model to scale and its supply chain has been choppy for years, says Citi. It views the company's free cash flow as "uninspiring with little improvement expected" and believes "several aggressive assumptions" are built into its fiscal 2023 guidance, including an acceleration in new store productivity and no assumed increase in promotions. The firm does not believe 2023 "will be a smooth year," and thinks Ollie's earnings are likely to fall short of plan. Citi views the company's guidance as a "stretch."</p></body></html>","source":"lsy1649979459173","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>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</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\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 09:11 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒","MDT":"美敦力","UPS":"联合包裹","WMT":"沃尔玛","LULU":"lululemon athletica","ZBH":"齐默巴奥米特控股","OLLI":"Ollie's Bargain Outlet Holdings, Inc.","ADBE":"Adobe","ROKU":"Roku Inc"},"source_url":"https://thefly.com/landingPageNews.php?id=3688837&headline=WMT;ROKU;UPS;LULU;ADBE;FL;CAT;MDT;ZBH;OLLI;FDX;NKE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128413118","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 27-March 31.Top 5 Buy Calls:Walmart upgraded to Outperform from In Line at Evercore ISIEvercore ISI upgraded Walmart (WMT) to Outperform from In Line with a price target of $160, up from $145. The pivot to omnichannel, divesting of non-core assets and investments in productivity have positioned the company for traffic and margin upside over the next two years, the firm tells investors in a research note. Walmart's traffic turn \"appears to be building\" with consumers across the demographic spectrum making wallet allocation choices, the firm contends.Susquehanna upgrades Roku to Positive on attractive risk/rewardSusquehanna upgraded Roku (ROKU) to Positive from Neutral with a $75 price target. Despite \"near-term noise,\" the long-term connected TV opportunity remains intact and Roku will be a \"prime beneficiary of the secular shift of linear budgets,\" the firm tells investors in a research note. Susquehanna believes the scatter market likely bottomed in late Q4, with improvement building through Q1. Beyond scatter, the firm's checks indicate that the broader connected TV market is \"generally healthy and should see a tailwind from the upfronts.\" It believes Roku is beta testing opportunities to bring more third-party digital service provider buying to its demand-constrained platform, and views this as a \"potential source of incremental high margin revenue.\" Susquehanna sees an attractive risk/reward at current valuation levels.Melius starts UPS with a Buy, sees company better set up for downturnMelius Research initiated coverage of UPS (UPS) with a Buy rating and $225 two-year price target. FedEx (FDX) and UPS were natural pandemic winners, but with the pandemic tailwinds subsiding, \"the companies find themselves at two different points on a similar path,\" Melius argues. UPS management has spent the past several years minimizing cyclicality in the business and driving higher pre-tax margins, notes the firm, who adds that the focus now is to lean into the customer experience and roll out digital capabilities to drive further productivity and leverage. Changes at UPS allow for the network to flex up and down based on the environment, which \"should allow for margins to hold up better during a downturn than in the past,\" Melius contends.Lululemon upgraded to Buy from Neutral at Citi Citi upgraded Lululemon Athletica (LULU) to Buy from Neutral with a price target of $440, up from $350. The firm liked the stock going into the Q4 report and feels even better following the results and fiscal 2023 outlook. Lululemon's inventory-to-sales gap is better than expected with a pathway to further improvement, and the company is seeing no signs of a sales slowdown with Q1 trends starting stronger than expected, Citi tells investors in a research note. Further, the company's China growth is poised to \"rapidly accelerate\" in fiscal 2023 and become a much more meaningful long-term driver, says the firm. It models 20%-plus earnings growth annually through fiscal 2027 as Lululemon \"unlocks its global growth potential.\" CIti adds that shares are Lululemon are more cheaply valued than Nike (NKE).Erste Group upgrades Adobe to Buy on revenue, profit growthErste Group upgraded Adobe (ADBE) to Buy from Hold. Adobe is again forecasting revenue and profit growth for this fiscal year and while the company has a \"much higher\" return on equity and operating margin than its peer group, the stock is valued significantly lower than the peer average, the firm tells investors.Top 5 Sell Calls:Foot Locker downgraded to Sell at UBS on softlines bearishnessUBS downgraded Foot Locker (FL) to Sell from Neutral with a price target of $30, down from $36. The firm has become \"increasingly bearish\" on softlines stocks and reduced its calendar 2023 EPS estimates across its coverage by 10%, on average. Its 2023 EPS estimates are now 13% below consensus for the average stock in its coverage in the space, UBS noted.Caterpillar downgraded to Underperform from Neutral at BairdBaird downgraded Caterpillar (CAT) to Underperform from Neutral with a price target of $185, down from $230. The firm sees rising risks for rental and construction equipment makers. A 2024 slowdown in U.S. nonresidential construction was already on the horizon but now is increasingly likely given ongoing regional bank \"turmoil and their sizable participation in commercial construction lending,\" Baird tells investors in a research note. For equipment makers, backlogs and price/cost tailwinds are peaking, and there is potential for inventory builds in the second half of 2023 pressuring near-term valuation multiples and eventually 2024 production and earnings, contends the firm. It believes Caterpillar shares are \"nearing a cyclical pivot point.\"Medtronic assumed with a Sell, $79 price target at UBSMedtronic's (MDT) stock coverage was assumed with a Sell rating and $79 price target at UBS as part of a sector note on U.S. Medical Supplies and Devices. The firm lacks conviction that Medtronic can return to sustainable mid-single-digit top-line growth and drive consistent operating margin upside. Potential resolution of the outstanding Diabetes Warning Letter could be a positive catalyst for the stock, but UBS sees Medtronic at best stemming recent share loss in Diabetes even with new product launches.UBS bearish on Zimmer Biomet, initiates with a SellUBS initiated coverage of Zimmer Biomet (ZBH) with a Sell rating and $112 price target as part of a sector note on U.S. Medical Supplies and Devices. The firm models Zimmer's 2022-2027 sales CAGR at 3.5%, with Zimmer delivering sub-4% organic growth each year. While Zimmer has positive product cycles, UBS sees these as merely stemming share losses vs. driving sales gains.Citi downgrades Ollie's to Sell, sees 2023 earnings falling shortCiti downgraded Ollie's Bargain Outlet (OLLI) to Sell from Neutral with a price target of $49, down from $52. Even through the company's comp sales beat in Q4, merchandise margin dollars came in weaker than expected and implied guidance, the firm tells investors in a research note. Ollie's has a difficult model to scale and its supply chain has been choppy for years, says Citi. It views the company's free cash flow as \"uninspiring with little improvement expected\" and believes \"several aggressive assumptions\" are built into its fiscal 2023 guidance, including an acceleration in new store productivity and no assumed increase in promotions. The firm does not believe 2023 \"will be a smooth year,\" and thinks Ollie's earnings are likely to fall short of plan. Citi views the company's guidance as a \"stretch.\"","news_type":1,"symbols_score_info":{"MDT":0.9,"CAT":0.9,"UPS":0.9,"ZBH":0.9,"FL":0.9,"ROKU":0.9,"WMT":0.9,"LULU":0.9,"ADBE":0.9,"OLLI":0.9}},"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941148763,"gmtCreate":1680081449252,"gmtModify":1680081455909,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻♂️🤦🏻♂️","listText":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻♂️🤦🏻♂️","text":"I've been watching and watching... should have gone in at $150 a few weeks ago!! 🤦🏻♂️🤦🏻♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941148763","repostId":"2322260316","repostType":4,"isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927322527,"gmtCreate":1672404442969,"gmtModify":1676538686017,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"Time to start accumulating!?!? 😆","listText":"Time to start accumulating!?!? 😆","text":"Time to start accumulating!?!? 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927322527","repostId":"2295694896","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966739291,"gmtCreate":1669639321913,"gmtModify":1676538217070,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"It's a very very long road 😢","listText":"It's a very very long road 😢","text":"It's a very very long road 😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966739291","repostId":"1122831001","repostType":4,"repost":{"id":"1122831001","kind":"news","pubTimestamp":1669650374,"share":"https://ttm.financial/m/news/1122831001?lang=&edition=fundamental","pubTime":"2022-11-28 23:46","market":"us","language":"en","title":"It's A Long Road For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1122831001","media":"Seeking Alpha","summary":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced an","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR stock is phenomenal for trading.</li><li>The mounting pressure on growth is leading to reduced and yet still stretched valuation.</li><li>While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.</li><li>Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.</li></ul><p>One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.</p><p>The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved 'cash flow', and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.</p><p>Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.</p><h3>The path is difficult, but not impossible</h3><p>Despite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.</p><p>A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a 'tough market' is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.</p><h3>No debt</h3><p>For years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.</p><h3>Slowing growth</h3><p>One thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir's profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.</p><p>Both of Palantir's segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.</p><p>Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.</p><h3>Valuation</h3><p>On the valuation front, Palantir stock is still expensive, even though shares have been crushed.</p><p><img src=\"https://static.tigerbbs.com/964639e96ef3383446822e45d937a223\" tg-width=\"640\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Valuation Grade</p><p>Looking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.</p><p><img src=\"https://static.tigerbbs.com/1ce1cbeed3f6c3c8d0a34c1fa114d009\" tg-width=\"640\" tg-height=\"923\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Growth Metrics</p><p>So these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.</p><p>It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.</p><h3>Looking ahead</h3><p>So as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.</p><p>Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir's AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.</p><h3>Final thoughts</h3><p>The growth rate is slowing some, but the growth is strong. Palantir's valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it's still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading 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>It's A Long Road For Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's A Long Road For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:46 GMT+8 <a href=https://seekingalpha.com/article/4560760-its-long-road-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560760-its-long-road-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4560760-its-long-road-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122831001","content_text":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved 'cash flow', and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.The path is difficult, but not impossibleDespite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a 'tough market' is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.No debtFor years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.Slowing growthOne thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir's profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.Both of Palantir's segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.ValuationOn the valuation front, Palantir stock is still expensive, even though shares have been crushed.Seeking Alpha PLTR Valuation GradeLooking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.Seeking Alpha PLTR Growth MetricsSo these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.Looking aheadSo as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir's AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.Final thoughtsThe growth rate is slowing some, but the growth is strong. Palantir's valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it's still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961558026,"gmtCreate":1669000177065,"gmtModify":1676538137366,"author":{"id":"3582008315299880","authorId":"3582008315299880","name":"KLCC","avatar":"https://community-static.tradeup.com/news/fe1f9de5ef093e39ed1efb519dd44002","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582008315299880","idStr":"3582008315299880"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961558026","repostId":"1162891213","repostType":4,"repost":{"id":"1162891213","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":1668782055,"share":"https://ttm.financial/m/news/1162891213?lang=&edition=fundamental","pubTime":"2022-11-18 22:34","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162891213","media":"Tiger Newspress","summary":"Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.","content":"<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.<img src=\"https://static.tigerbbs.com/6b9e606a3b4962fa10cdbd409e237157\" tg-width=\"269\" tg-height=\"791\" 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>Hot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%</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\">\nHot Chinese ADRs Tumbled in Morning Trading, with Alibaba Slumping 3.26%\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\">2022-11-18 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.<img src=\"https://static.tigerbbs.com/6b9e606a3b4962fa10cdbd409e237157\" tg-width=\"269\" tg-height=\"791\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162891213","content_text":"Hot Chinese ADRs tumbled in morning trading, with Alibaba slumping 3.26%.","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}