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SKCraft
2022-04-21
Nice, MSFT is under my radar too.
Microsoft: The Future Is in the Game
SKCraft
2022-04-18
Waiting price to retreat some more to increase my holding
Bank of America Posts Drop in First-Quarter Profit
SKCraft
2022-04-17
Bought Alphabet for the stock split
Sorry, the original content has been removed
SKCraft
2022-04-16
Waiting at sideline to catch the bottom
3 Undervalued S&P 500 Stocks to Buy Now
SKCraft
2022-04-12
Just bought Alphabet share yesterday.
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SKCraft
2022-01-12
Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.
Sorry, the original content has been removed
SKCraft
2022-01-09
Is it too late to buy bank stocks?
Sorry, the original content has been removed
SKCraft
2022-01-06
Banks to benefit in higher interest rate environment
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SKCraft
2022-01-05
Intel lower risk
AMD Vs. Intel Stock: Which Is The Better Buy For 2025?
SKCraft
2022-01-04
Go go go
Apple set to breach $3 trillion market value again
SKCraft
2021-12-31
I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares
Temasek’s Mapletree Commercial Units In $3.1 Billion Merger
SKCraft
2021-07-21
$FRASERS CENTREPOINT TRUST(J69U.SI)$
buyvwhen drop below $2.40.
SKCraft
2021-06-26
Wat is the other chinese co you bullish?
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SKCraft
2021-06-25
Thought i miss the split. Good
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SKCraft
2021-06-25
Crazy
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SKCraft
2021-06-24
Definite
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SKCraft
2021-06-24
China US relation that resulted IPO halt?
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SKCraft
2021-06-23
Hooray
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SKCraft
2021-06-22
Good for the earth and future generation.
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SKCraft
2021-06-11
Nice will help me to decide which to buy
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Accordingly, MSFT stock is up 10% over the last year.</p><p>As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.</p><p>It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.</p><p>If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.</p><h2>Spencer Goes Higher for MSFT Stock</h2><p>Phil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.</p><p>Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.</p><p>Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.</p><p>Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.</p><p>The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.</p><h2>Steady On</h2><p>The rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.</p><p>Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.</p><p>The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.</p><p>But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.</p><h2>The Bottom Line on MSFT Stock</h2><p>Microsoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.</p><p>The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.</p><p>With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. 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Microsoft will find it first and Microsoft shareholders will profit from it.</p></body></html>","source":"lsy1606302653667","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>Microsoft: The Future Is in the Game</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\">\nMicrosoft: The Future Is in the Game\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 13:11 GMT+8 <a href=https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130864083","content_text":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.Spencer Goes Higher for MSFT StockPhil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.Steady OnThe rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.The Bottom Line on MSFT StockMicrosoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088009898,"gmtCreate":1650286955375,"gmtModify":1676534686714,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting price to retreat some more to increase my holding","listText":"Waiting price to retreat some more to increase my holding","text":"Waiting price to retreat some more to increase my holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088009898","repostId":"1123961039","repostType":4,"repost":{"id":"1123961039","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":1650278827,"share":"https://ttm.financial/m/news/1123961039?lang=&edition=full_marsco","pubTime":"2022-04-18 18:47","market":"us","language":"en","title":"Bank of America Posts Drop in First-Quarter Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1123961039","media":"Tiger Newspress","summary":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-mak","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></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>Bank of America Posts Drop in First-Quarter Profit</title>\n<style 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}\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\">\nBank of America Posts Drop in First-Quarter Profit\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\">2022-04-18 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123961039","content_text":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.Shares of Bank of America rose 0.35% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081099582,"gmtCreate":1650165913396,"gmtModify":1676534661215,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Bought Alphabet for the stock split","listText":"Bought Alphabet for the stock split","text":"Bought Alphabet for the stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9081099582","repostId":"2227602299","repostType":4,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083853844,"gmtCreate":1650094905438,"gmtModify":1676534647045,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting at sideline to catch the bottom","listText":"Waiting at sideline to catch the bottom","text":"Waiting at sideline to catch the bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083853844","repostId":"1177672330","repostType":4,"repost":{"id":"1177672330","kind":"news","pubTimestamp":1650037214,"share":"https://ttm.financial/m/news/1177672330?lang=&edition=full_marsco","pubTime":"2022-04-15 23:40","market":"us","language":"en","title":"3 Undervalued S&P 500 Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1177672330","media":"marketbeat","summary":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investi","content":"<html><head></head><body><p>These 3 S&P Stocks Could Be Bargains</p><p>One of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.</p><p>With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&P 500 stocks to buy now.</p><p>Let’s take a further look below.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></p><p>After several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.</p><p>Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></p><p>Another potentially undervalued area of the S&P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.</p><p>The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a></p><p>Investors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400's at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.</p><p>There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.</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>3 Undervalued S&P 500 Stocks to Buy Now</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\">\n3 Undervalued S&P 500 Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:40 GMT+8 <a href=https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/><strong>marketbeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","QCOM":"高通","GS":"高盛"},"source_url":"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177672330","content_text":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&P 500 stocks to buy now.Let’s take a further look below.QualcommAfter several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.Goldman SachsAnother potentially undervalued area of the S&P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.Home DepotInvestors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400's at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017360032,"gmtCreate":1649746212550,"gmtModify":1676534563427,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Just bought Alphabet share yesterday.","listText":"Just bought Alphabet share yesterday.","text":"Just bought Alphabet share yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017360032","repostId":"2226047681","repostType":4,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002617760,"gmtCreate":1641994941892,"gmtModify":1676533669708,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","listText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","text":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002617760","repostId":"1133892714","repostType":4,"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006200601,"gmtCreate":1641739374189,"gmtModify":1676533643878,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Is it too late to buy bank stocks?","listText":"Is it too late to buy bank stocks?","text":"Is it too late to buy bank stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006200601","repostId":"1126893994","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008243176,"gmtCreate":1641471008703,"gmtModify":1676533618243,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Banks to benefit in higher interest rate environment","listText":"Banks to benefit in higher interest rate environment","text":"Banks to benefit in higher interest rate environment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008243176","repostId":"1115076063","repostType":4,"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345300,"gmtCreate":1641374052844,"gmtModify":1676533607320,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Intel lower risk","listText":"Intel lower risk","text":"Intel lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345300","repostId":"1194155159","repostType":4,"repost":{"id":"1194155159","kind":"news","pubTimestamp":1641352023,"share":"https://ttm.financial/m/news/1194155159?lang=&edition=full_marsco","pubTime":"2022-01-05 11:07","market":"us","language":"en","title":"AMD Vs. Intel Stock: Which Is The Better Buy For 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155159","media":"Seeking Alpha","summary":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanw","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel will likely spend more than $100 billion in building new fabs in the next 5 years.</li><li>Meanwhile, AMD continues to sub-contract its chip production to others.</li><li>Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</li><li>The ARMy is coming for both Intel and AMD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a089082342ac5b46ade603677d86114d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>sefa ozel/E+ via Getty Images</span></p><p>Intel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.</p><p>Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.</p><p>But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.</p><p>I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.</p><p>In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su "AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly" while critiquing Intel in this article "Intel: There Are No Tails Big Enough To Wag This Dog".</p><p>Here are four points to consider when deciding whether to invest in AMD or Intel.</p><p><b>1. Intel will likely spend more than $100 billion in building new fabs in the next five years.</b></p><p>Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.</p><p>The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.</p><p>In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.</p><p>Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.</p><p>And Italy and Intel are talking about a $9 billion plant investment.</p><ul><li>The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are "intensifying," with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.</li></ul><p>In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called "big honkin’ fab". Big indeed.</p><p>All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.</p><p>Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.</p><p>This means at this point in their existence they are two very different companies with very different futures.</p><p><img src=\"https://static.tigerbbs.com/aadddacb5a9fe2a359b2778b2cdedb84\" tg-width=\"267\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ebd02e5ce75709f7581621c8de162cd3\" tg-width=\"267\" tg-height=\"284\" width=\"100%\" height=\"auto\"/></p><p><b>2. Meanwhile, AMD continues to sub-contract its chip production to others.</b></p><p>AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.</p><p>However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.</p><p><img src=\"https://static.tigerbbs.com/e403a09a0c2853b8d2ca39ab0a1f2eca\" tg-width=\"640\" tg-height=\"498\" width=\"100%\" height=\"auto\"/></p><p>Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.</p><p>Although AMD is catching up, Intel still has a substantial margin advantage.</p><p><img src=\"https://static.tigerbbs.com/58af9e78897a6086f70a4652e9a8cfc8\" tg-width=\"314\" tg-height=\"289\" width=\"100%\" height=\"auto\"/></p><p><b>3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</b></p><p>Intel has more than 60,000 patents total including thefifthmost in the world in 2020.</p><p><img src=\"https://static.tigerbbs.com/035b675ed3bc1731244b14882ced742d\" tg-width=\"455\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p>In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.</p><p>By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.</p><p><b>4. The ARMy is coming for both Intel and AMD.</b></p><p>Many companies including Apple "Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro", Google" Google is designing its own Arm-based processors for 2023 Chromebooks", and Amazon"Category: Graviton"are going with ARM chips for their proprietary chip needs.</p><p>The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.</p><p>AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.</p><p>AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.</p><p><b>Conclusion: Is Intel or AMD Stock the Better Buy?</b></p><p>As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.</p><p>Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.</p><p>Here's SiFive's CEO Patrick Little:</p><blockquote>"By 2023, you're likely to see the first mobile phone with RISC-V," SiFive Chief Executive Patrick Little said in an October interview. "I think we have an excellent shot at the phone."</blockquote><p>Source: MSN</p><p>If that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.</p><p>Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:</p><blockquote>"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share."</blockquote><p>Exactly right I would say.</p><p>With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.</p><p>In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.</p><p>Intel is a buy if you have a five-year plan.</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>AMD Vs. Intel Stock: Which Is The Better Buy For 2025?</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\">\nAMD Vs. Intel Stock: Which Is The Better Buy For 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 11:07 GMT+8 <a href=https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property)...</p>\n\n<a href=\"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155159","content_text":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.The ARMy is coming for both Intel and AMD.sefa ozel/E+ via Getty ImagesIntel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su \"AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly\" while critiquing Intel in this article \"Intel: There Are No Tails Big Enough To Wag This Dog\".Here are four points to consider when deciding whether to invest in AMD or Intel.1. Intel will likely spend more than $100 billion in building new fabs in the next five years.Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.And Italy and Intel are talking about a $9 billion plant investment.The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are \"intensifying,\" with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called \"big honkin’ fab\". Big indeed.All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.This means at this point in their existence they are two very different companies with very different futures.2. Meanwhile, AMD continues to sub-contract its chip production to others.AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.Although AMD is catching up, Intel still has a substantial margin advantage.3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.Intel has more than 60,000 patents total including thefifthmost in the world in 2020.In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.4. The ARMy is coming for both Intel and AMD.Many companies including Apple \"Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro\", Google\" Google is designing its own Arm-based processors for 2023 Chromebooks\", and Amazon\"Category: Graviton\"are going with ARM chips for their proprietary chip needs.The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.Conclusion: Is Intel or AMD Stock the Better Buy?As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.Here's SiFive's CEO Patrick Little:\"By 2023, you're likely to see the first mobile phone with RISC-V,\" SiFive Chief Executive Patrick Little said in an October interview. \"I think we have an excellent shot at the phone.\"Source: MSNIf that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:\"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share.\"Exactly right I would say.With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.Intel is a buy if you have a five-year plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001795383,"gmtCreate":1641312774838,"gmtModify":1676533596870,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001795383","repostId":"1199218404","repostType":4,"repost":{"id":"1199218404","kind":"news","pubTimestamp":1641305650,"share":"https://ttm.financial/m/news/1199218404?lang=&edition=full_marsco","pubTime":"2022-01-04 22:14","market":"us","language":"en","title":"Apple set to breach $3 trillion market value again","url":"https://stock-news.laohu8.com/highlight/detail?id=1199218404","media":"Reuters","summary":"Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most","content":"<html><head></head><body><p>Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.</p><p>The iPhone maker's shares rose half a percent to $182.87 in premarket trading. Shares breached $182.86 in intraday trading on Monday to hit the milestone, but ended the session lower.</p><p>Apple contracts were the second most actively traded U.S. stock options on Tuesday after Tesla Inc, according to the Options Clearing Corp (OCC) data as of 08:21 a.m. ET. The contract with the highest open interest is Jan. 20th call option with a strike price of $200, Refinitiv data showed.</p><p>Apple accounts for nearly 7% of S&P 500 index's value, according to Refinitiv data, the highest for a single stock on the index at a time when the benchmark is perched at a peak.</p><p>The pandemic fueled demand for iPhones, MacBooks and iPads helped push the company's market capitalization past $2 trillion in August 2020 and add another trillion 16 months later.</p><p>"Apple has been one of the key pandemic trades for a lot of people and as we exit the pandemic... the iPhone maker is going to struggle a little bit," said Edward Moya, senior market analyst at Oanda in New York.</p><p>"The next big product breakthrough is nowhere near. It's going to be a lot harder for Apple to get to four and five trillion than it was for it to go from two to three."</p><p>Apple plans to expand into categories such as self-driving cars and augmented reality as it looks to reduce its reliance on its top-selling iPhones that make up for more than half of its revenue.</p><p>Notably, Apple is worth more than any of Europe's main regional indexes including Britain's FTSE 100, France's CAC 40, Germany's DAX, Spain's IBEX 35 and Italy's FTSE MIB.</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>Apple set to breach $3 trillion market value again</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\">\nApple set to breach $3 trillion market value again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 22:14 GMT+8 <a href=https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.The iPhone maker's shares rose half a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199218404","content_text":"Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.The iPhone maker's shares rose half a percent to $182.87 in premarket trading. Shares breached $182.86 in intraday trading on Monday to hit the milestone, but ended the session lower.Apple contracts were the second most actively traded U.S. stock options on Tuesday after Tesla Inc, according to the Options Clearing Corp (OCC) data as of 08:21 a.m. ET. The contract with the highest open interest is Jan. 20th call option with a strike price of $200, Refinitiv data showed.Apple accounts for nearly 7% of S&P 500 index's value, according to Refinitiv data, the highest for a single stock on the index at a time when the benchmark is perched at a peak.The pandemic fueled demand for iPhones, MacBooks and iPads helped push the company's market capitalization past $2 trillion in August 2020 and add another trillion 16 months later.\"Apple has been one of the key pandemic trades for a lot of people and as we exit the pandemic... the iPhone maker is going to struggle a little bit,\" said Edward Moya, senior market analyst at Oanda in New York.\"The next big product breakthrough is nowhere near. It's going to be a lot harder for Apple to get to four and five trillion than it was for it to go from two to three.\"Apple plans to expand into categories such as self-driving cars and augmented reality as it looks to reduce its reliance on its top-selling iPhones that make up for more than half of its revenue.Notably, Apple is worth more than any of Europe's main regional indexes including Britain's FTSE 100, France's CAC 40, Germany's DAX, Spain's IBEX 35 and Italy's FTSE MIB.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003693785,"gmtCreate":1640951587875,"gmtModify":1676533557857,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","listText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","text":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003693785","repostId":"1198964962","repostType":4,"repost":{"id":"1198964962","kind":"news","pubTimestamp":1640929497,"share":"https://ttm.financial/m/news/1198964962?lang=&edition=full_marsco","pubTime":"2021-12-31 13:44","market":"sg","language":"en","title":"Temasek’s Mapletree Commercial Units In $3.1 Billion Merger","url":"https://stock-news.laohu8.com/highlight/detail?id=1198964962","media":"Bloomberg","summary":"Two real estate investment managers tied to Singapore state investorTemasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trustplans to b","content":"<html><head></head><body><p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.</p><p>Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.</p><p>The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.</p><p>The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.</p><p>Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.</p><p>The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.</p><p>In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.</p><p>Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.</p><p>DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.</p></body></html>","source":"lsy1584095487587","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>Temasek’s Mapletree Commercial Units In $3.1 Billion Merger</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\">\nTemasek’s Mapletree Commercial Units In $3.1 Billion Merger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 13:44 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198964962","content_text":"Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176164199,"gmtCreate":1626872605411,"gmtModify":1703479635315,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$buyvwhen drop below $2.40.","images":[{"img":"https://static.tigerbbs.com/392c3239adbc9793f636c245e63162ae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176164199","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125708252,"gmtCreate":1624690394076,"gmtModify":1703843742767,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Wat is the other chinese co you bullish?","listText":"Wat is the other chinese co you bullish?","text":"Wat is the other chinese co you bullish?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125708252","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125904020,"gmtCreate":1624639215160,"gmtModify":1703842612837,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Thought i miss the split. Good","listText":"Thought i miss the split. Good","text":"Thought i miss the split. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125904020","repostId":"2146079086","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122397694,"gmtCreate":1624596534618,"gmtModify":1703841351129,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122397694","repostId":"2146021046","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126606322,"gmtCreate":1624554722066,"gmtModify":1703840338908,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Definite","listText":"Definite","text":"Definite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126606322","repostId":"2145042485","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128163751,"gmtCreate":1624506459673,"gmtModify":1703838701756,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"China US relation that resulted IPO halt?","listText":"China US relation that resulted IPO halt?","text":"China US relation that resulted IPO 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US relation that resulted IPO halt?","listText":"China US relation that resulted IPO halt?","text":"China US relation that resulted IPO halt?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128163751","repostId":"2145018397","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188989799,"gmtCreate":1623419343811,"gmtModify":1704203149145,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Nice will help me to decide which to buy","listText":"Nice will help me to decide which to buy","text":"Nice will help me to decide which to 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earth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134385048","repostId":"1145277540","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081099582,"gmtCreate":1650165913396,"gmtModify":1676534661215,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Bought Alphabet for the stock split","listText":"Bought Alphabet for the stock split","text":"Bought Alphabet for the stock 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$2.40.","images":[{"img":"https://static.tigerbbs.com/392c3239adbc9793f636c245e63162ae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176164199","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137323200,"gmtCreate":1622302500100,"gmtModify":1704182855457,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"How low can it go?","listText":"How low can it go?","text":"How low can it go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137323200","repostId":"1145277540","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088009898,"gmtCreate":1650286955375,"gmtModify":1676534686714,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Waiting price to retreat some more to increase my holding","listText":"Waiting price to retreat some more to increase my holding","text":"Waiting price to retreat some more to increase my holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088009898","repostId":"1123961039","repostType":4,"repost":{"id":"1123961039","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":1650278827,"share":"https://ttm.financial/m/news/1123961039?lang=&edition=full_marsco","pubTime":"2022-04-18 18:47","market":"us","language":"en","title":"Bank of America Posts Drop in First-Quarter Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1123961039","media":"Tiger Newspress","summary":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-mak","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></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>Bank of America Posts Drop in First-Quarter Profit</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\">\nBank of America Posts Drop in First-Quarter Profit\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\">2022-04-18 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123961039","content_text":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.Shares of Bank of America rose 0.35% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017360032,"gmtCreate":1649746212550,"gmtModify":1676534563427,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Just bought Alphabet share yesterday.","listText":"Just bought Alphabet share yesterday.","text":"Just bought Alphabet share yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017360032","repostId":"2226047681","repostType":4,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001795383,"gmtCreate":1641312774838,"gmtModify":1676533596870,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001795383","repostId":"1199218404","repostType":4,"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003693785,"gmtCreate":1640951587875,"gmtModify":1676533557857,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","listText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","text":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003693785","repostId":"1198964962","repostType":4,"repost":{"id":"1198964962","kind":"news","pubTimestamp":1640929497,"share":"https://ttm.financial/m/news/1198964962?lang=&edition=full_marsco","pubTime":"2021-12-31 13:44","market":"sg","language":"en","title":"Temasek’s Mapletree Commercial Units In $3.1 Billion Merger","url":"https://stock-news.laohu8.com/highlight/detail?id=1198964962","media":"Bloomberg","summary":"Two real estate investment managers tied to Singapore state investorTemasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trustplans to b","content":"<html><head></head><body><p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.</p><p>Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.</p><p>The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.</p><p>The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.</p><p>Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.</p><p>The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.</p><p>In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.</p><p>Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.</p><p>DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.</p></body></html>","source":"lsy1584095487587","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>Temasek’s Mapletree Commercial Units In $3.1 Billion Merger</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\">\nTemasek’s Mapletree Commercial Units In $3.1 Billion Merger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 13:44 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198964962","content_text":"Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082374516,"gmtCreate":1650532317527,"gmtModify":1676534745958,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Nice, MSFT is under my radar too.","listText":"Nice, MSFT is under my radar too.","text":"Nice, MSFT is under my radar too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082374516","repostId":"1130864083","repostType":4,"repost":{"id":"1130864083","kind":"news","pubTimestamp":1650517868,"share":"https://ttm.financial/m/news/1130864083?lang=&edition=full_marsco","pubTime":"2022-04-21 13:11","market":"us","language":"en","title":"Microsoft: The Future Is in the Game","url":"https://stock-news.laohu8.com/highlight/detail?id=1130864083","media":"investorplace","summary":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains unde","content":"<html><head></head><body><ul><li>Microsoft (MSFT) is the dominant Cloud Czar.</li><li>Its advertising growth of over 30% per year remains under the radar.</li><li>Microsoft Gaming promises huge gains in years to come.</li></ul><p>Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.</p><p>As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.</p><p>It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.</p><p>If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.</p><h2>Spencer Goes Higher for MSFT Stock</h2><p>Phil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.</p><p>Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.</p><p>Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.</p><p>Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.</p><p>The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.</p><h2>Steady On</h2><p>The rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.</p><p>Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.</p><p>The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.</p><p>But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.</p><h2>The Bottom Line on MSFT Stock</h2><p>Microsoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.</p><p>The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.</p><p>With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.</p></body></html>","source":"lsy1606302653667","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>Microsoft: The Future Is in the Game</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\">\nMicrosoft: The Future Is in the Game\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 13:11 GMT+8 <a href=https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130864083","content_text":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.Spencer Goes Higher for MSFT StockPhil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.Steady OnThe rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.The Bottom Line on MSFT StockMicrosoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083853844,"gmtCreate":1650094905438,"gmtModify":1676534647045,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Waiting at sideline to catch the bottom","listText":"Waiting at sideline to catch the bottom","text":"Waiting at sideline to catch the bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083853844","repostId":"1177672330","repostType":4,"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002617760,"gmtCreate":1641994941892,"gmtModify":1676533669708,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","listText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","text":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002617760","repostId":"1133892714","repostType":4,"repost":{"id":"1133892714","kind":"news","pubTimestamp":1641965901,"share":"https://ttm.financial/m/news/1133892714?lang=&edition=full_marsco","pubTime":"2022-01-12 13:38","market":"us","language":"en","title":"3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1133892714","media":"InvestorPlace","summary":"The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Ro","content":"<html><head></head><body><p>The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in <b>Royal Caribbean</b>(NYSE:<b><u>RCL</u></b>), <b>Carnival</b>(NYSE:<b><u>CCL</u></b>), and <b>Norwegian Cruise Line</b>(NYSE:<b><u>NCLH</u></b>) have all seen their shares tumble in recent days. Adding to their woes, the Centers for Disease Control came out with a warning to “avoid cruise travel, regardless of vaccination status.”</p><p>According to recent reports, 90 cruise ships have reported coronavirus cases. Moreover, roughly 5,000 cases have emerged from cruise shipssailing from Dec. 15-29 last year. In contrast, only 162 cases were reported during the first weeks of December.</p><p>The big three cruise operators lost a lot of money in 2020and continued struggle last year. Moreover, their outlook looks murky at this stage for 2022, which is why it’s best to avoid them. Having said that, let’s look at these cruise stocks in a little more detail to understand the bear case.</p><ul><li><b>Carnival</b> (NYSE:<b>CCL</b>)</li><li><b>Royal Caribbean Cruises</b> (NYSE:<b>RCL</b>)</li><li><b>Norwegian Cruise Line</b> (NYSE:<b>NCLH</b>)</li></ul><p><b>Cruise Stocks To Sell: Carnival (CCL)</b></p><p>Most investors will have thought that with Carnival’s amazing second-half booking performance, the worst of the pandemic was over. However, cancellations have increased significantly, with omicron on the rise, and bookings have dropped for the operator. Load factors are below historical levels for the first half of 2022, which will continue to pressure the company’s financial flexibility.</p><p>Perhaps the biggest problem for Carnival is its massive debt load.It tripled its debt during the pandemic, significantly more than its peers. Moreover, with the lack of revenue, it burns $2 billion per quarter. Its debt is roughly 2.2 times its equity, which is more than 410% higher than its 10-year median.</p><p>It’s clear that Carnival will have a heck of a time deleveraging its balance sheet and reinstating dividends in the next few years. Despite this, CCL stock trades at a whopping 12.8 times sales.</p><p><b>Royal Caribbean Cruises (RCL)</b></p><p>Similar to its peers, Royal Caribbean Cruises’ debt load has virtually crippled its flexibility. With a colossal debt balance of over $20 billion and accompanying interest expenses, RCL’s cash flow generation will be severely impeded for the foreseeable future. Additionally, it will have to issue more equity and debt to maintain its operations.</p><p>Currently, RCL is burning through more than $1 billion in cash flow annually. Moreover, as per its recent quarter, revenues were down 85.7% from the prior-year period. Future free cash flows are likely to be gobbled up by debt and interest payments.</p><p>With omicron wreaking havoc, a top-line recovery seems unlikely at this point, but RCL stock still trades at an unfathomable valuation. The stock is exceptionally overvalued with a price-to-sales multiple of more than 34x.</p><p><b>Cruise Stocks To Sell:</b> <b>Norwegian Cruise Line (NCLH)</b></p><p>Norwegian Cruise Lines plans to return to full capacity by April this year. However, with recent developments, that seems unlikely at this juncture. It ended its third quarter with a debt load of $10.5 billion, a massive increase from the $6 billion on its books before the coronavirus crisis.</p><p>Furthermore, during the third quarter, the company burned through $825 million in losses. This includes $161 million in interest expenses. Additionally, its average cash burn during the third quarter came in at $275 million. That number is expected to rise to $350 million, driven primarily by relaunches of additional vessels. Moreover, the cruise operator has multiple projects in the pipeline, which will require a boatload of debt for it to take up.</p><p>Capital expenditures are expected to be over $4 billion for 2022 and 2023, and close to $500 million for maintaining its existing fleet. Naturally, these massive capital expenditures will dilute shareholders and put more pressure on the company’s balance sheet.</p></body></html>","source":"lsy1606302653667","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>3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning</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\">\n3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 13:38 GMT+8 <a href=https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Royal Caribbean(NYSE:RCL), Carnival(NYSE:CCL), and Norwegian Cruise Line(NYSE:NCLH) have all seen ...</p>\n\n<a href=\"https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮"},"source_url":"https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133892714","content_text":"The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Royal Caribbean(NYSE:RCL), Carnival(NYSE:CCL), and Norwegian Cruise Line(NYSE:NCLH) have all seen their shares tumble in recent days. Adding to their woes, the Centers for Disease Control came out with a warning to “avoid cruise travel, regardless of vaccination status.”According to recent reports, 90 cruise ships have reported coronavirus cases. Moreover, roughly 5,000 cases have emerged from cruise shipssailing from Dec. 15-29 last year. In contrast, only 162 cases were reported during the first weeks of December.The big three cruise operators lost a lot of money in 2020and continued struggle last year. Moreover, their outlook looks murky at this stage for 2022, which is why it’s best to avoid them. Having said that, let’s look at these cruise stocks in a little more detail to understand the bear case.Carnival (NYSE:CCL)Royal Caribbean Cruises (NYSE:RCL)Norwegian Cruise Line (NYSE:NCLH)Cruise Stocks To Sell: Carnival (CCL)Most investors will have thought that with Carnival’s amazing second-half booking performance, the worst of the pandemic was over. However, cancellations have increased significantly, with omicron on the rise, and bookings have dropped for the operator. Load factors are below historical levels for the first half of 2022, which will continue to pressure the company’s financial flexibility.Perhaps the biggest problem for Carnival is its massive debt load.It tripled its debt during the pandemic, significantly more than its peers. Moreover, with the lack of revenue, it burns $2 billion per quarter. Its debt is roughly 2.2 times its equity, which is more than 410% higher than its 10-year median.It’s clear that Carnival will have a heck of a time deleveraging its balance sheet and reinstating dividends in the next few years. Despite this, CCL stock trades at a whopping 12.8 times sales.Royal Caribbean Cruises (RCL)Similar to its peers, Royal Caribbean Cruises’ debt load has virtually crippled its flexibility. With a colossal debt balance of over $20 billion and accompanying interest expenses, RCL’s cash flow generation will be severely impeded for the foreseeable future. Additionally, it will have to issue more equity and debt to maintain its operations.Currently, RCL is burning through more than $1 billion in cash flow annually. Moreover, as per its recent quarter, revenues were down 85.7% from the prior-year period. Future free cash flows are likely to be gobbled up by debt and interest payments.With omicron wreaking havoc, a top-line recovery seems unlikely at this point, but RCL stock still trades at an unfathomable valuation. The stock is exceptionally overvalued with a price-to-sales multiple of more than 34x.Cruise Stocks To Sell: Norwegian Cruise Line (NCLH)Norwegian Cruise Lines plans to return to full capacity by April this year. However, with recent developments, that seems unlikely at this juncture. It ended its third quarter with a debt load of $10.5 billion, a massive increase from the $6 billion on its books before the coronavirus crisis.Furthermore, during the third quarter, the company burned through $825 million in losses. This includes $161 million in interest expenses. Additionally, its average cash burn during the third quarter came in at $275 million. That number is expected to rise to $350 million, driven primarily by relaunches of additional vessels. Moreover, the cruise operator has multiple projects in the pipeline, which will require a boatload of debt for it to take up.Capital expenditures are expected to be over $4 billion for 2022 and 2023, and close to $500 million for maintaining its existing fleet. Naturally, these massive capital expenditures will dilute shareholders and put more pressure on the company’s balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006200601,"gmtCreate":1641739374189,"gmtModify":1676533643878,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Is it too late to buy bank stocks?","listText":"Is it too late to buy bank stocks?","text":"Is it too late to buy bank stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006200601","repostId":"1126893994","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345300,"gmtCreate":1641374052844,"gmtModify":1676533607320,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574762264624536","idStr":"3574762264624536"},"themes":[],"htmlText":"Intel lower risk","listText":"Intel lower risk","text":"Intel lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345300","repostId":"1194155159","repostType":4,"repost":{"id":"1194155159","kind":"news","pubTimestamp":1641352023,"share":"https://ttm.financial/m/news/1194155159?lang=&edition=full_marsco","pubTime":"2022-01-05 11:07","market":"us","language":"en","title":"AMD Vs. Intel Stock: Which Is The Better Buy For 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155159","media":"Seeking Alpha","summary":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanw","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel will likely spend more than $100 billion in building new fabs in the next 5 years.</li><li>Meanwhile, AMD continues to sub-contract its chip production to others.</li><li>Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</li><li>The ARMy is coming for both Intel and AMD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a089082342ac5b46ade603677d86114d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>sefa ozel/E+ via Getty Images</span></p><p>Intel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.</p><p>Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.</p><p>But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.</p><p>I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.</p><p>In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su "AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly" while critiquing Intel in this article "Intel: There Are No Tails Big Enough To Wag This Dog".</p><p>Here are four points to consider when deciding whether to invest in AMD or Intel.</p><p><b>1. Intel will likely spend more than $100 billion in building new fabs in the next five years.</b></p><p>Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.</p><p>The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.</p><p>In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.</p><p>Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.</p><p>And Italy and Intel are talking about a $9 billion plant investment.</p><ul><li>The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are "intensifying," with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.</li></ul><p>In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called "big honkin’ fab". Big indeed.</p><p>All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.</p><p>Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.</p><p>This means at this point in their existence they are two very different companies with very different futures.</p><p><img src=\"https://static.tigerbbs.com/aadddacb5a9fe2a359b2778b2cdedb84\" tg-width=\"267\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ebd02e5ce75709f7581621c8de162cd3\" tg-width=\"267\" tg-height=\"284\" width=\"100%\" height=\"auto\"/></p><p><b>2. Meanwhile, AMD continues to sub-contract its chip production to others.</b></p><p>AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.</p><p>However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.</p><p><img src=\"https://static.tigerbbs.com/e403a09a0c2853b8d2ca39ab0a1f2eca\" tg-width=\"640\" tg-height=\"498\" width=\"100%\" height=\"auto\"/></p><p>Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.</p><p>Although AMD is catching up, Intel still has a substantial margin advantage.</p><p><img src=\"https://static.tigerbbs.com/58af9e78897a6086f70a4652e9a8cfc8\" tg-width=\"314\" tg-height=\"289\" width=\"100%\" height=\"auto\"/></p><p><b>3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</b></p><p>Intel has more than 60,000 patents total including thefifthmost in the world in 2020.</p><p><img src=\"https://static.tigerbbs.com/035b675ed3bc1731244b14882ced742d\" tg-width=\"455\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p>In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.</p><p>By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.</p><p><b>4. The ARMy is coming for both Intel and AMD.</b></p><p>Many companies including Apple "Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro", Google" Google is designing its own Arm-based processors for 2023 Chromebooks", and Amazon"Category: Graviton"are going with ARM chips for their proprietary chip needs.</p><p>The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.</p><p>AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.</p><p>AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.</p><p><b>Conclusion: Is Intel or AMD Stock the Better Buy?</b></p><p>As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.</p><p>Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.</p><p>Here's SiFive's CEO Patrick Little:</p><blockquote>"By 2023, you're likely to see the first mobile phone with RISC-V," SiFive Chief Executive Patrick Little said in an October interview. "I think we have an excellent shot at the phone."</blockquote><p>Source: MSN</p><p>If that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.</p><p>Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:</p><blockquote>"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share."</blockquote><p>Exactly right I would say.</p><p>With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.</p><p>In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.</p><p>Intel is a buy if you have a five-year plan.</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>AMD Vs. Intel Stock: Which Is The Better Buy For 2025?</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\">\nAMD Vs. Intel Stock: Which Is The Better Buy For 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 11:07 GMT+8 <a href=https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property)...</p>\n\n<a href=\"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155159","content_text":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.The ARMy is coming for both Intel and AMD.sefa ozel/E+ via Getty ImagesIntel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su \"AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly\" while critiquing Intel in this article \"Intel: There Are No Tails Big Enough To Wag This Dog\".Here are four points to consider when deciding whether to invest in AMD or Intel.1. Intel will likely spend more than $100 billion in building new fabs in the next five years.Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.And Italy and Intel are talking about a $9 billion plant investment.The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are \"intensifying,\" with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called \"big honkin’ fab\". Big indeed.All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.This means at this point in their existence they are two very different companies with very different futures.2. Meanwhile, AMD continues to sub-contract its chip production to others.AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.Although AMD is catching up, Intel still has a substantial margin advantage.3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.Intel has more than 60,000 patents total including thefifthmost in the world in 2020.In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.4. The ARMy is coming for both Intel and AMD.Many companies including Apple \"Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro\", Google\" Google is designing its own Arm-based processors for 2023 Chromebooks\", and Amazon\"Category: Graviton\"are going with ARM chips for their proprietary chip needs.The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.Conclusion: Is Intel or AMD Stock the Better Buy?As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.Here's SiFive's CEO Patrick Little:\"By 2023, you're likely to see the first mobile phone with RISC-V,\" SiFive Chief Executive Patrick Little said in an October interview. \"I think we have an excellent shot at the phone.\"Source: MSNIf that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:\"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share.\"Exactly right I would say.With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.Intel is a buy if you have a five-year plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}