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Den1234

Den1234

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2022-08-29

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2022-08-22

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2022-08-17

$Coinbase Global, Inc.(COIN)$ok

2021-06-10

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Consumer prices jump 5% in May, fastest pace since the summer of 2008

2022-08-29

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2022-08-29

$Asensus Surgical, Inc.(ASXC)$ok

2022-08-26

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2022-08-23

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Alibaba: Time To Reinflate The Bubble

2022-08-22

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2022-08-18

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Apollo Leads Private Equity Interest in Manchester United Stake

2022-08-18

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2022-08-16

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This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan

2022-08-16

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Singapore Stock Market Poised To Snap Losing Streak

2021-08-03

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Alibaba EPS beats by RMB2.27, misses on revenue

2021-06-29

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2021-05-27

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President Biden will propose a $6 trillion budget, documents obtained by The Times show.

2022-08-22

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2022-08-16

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This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan

2021-06-25

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2022-08-23

$Asensus Surgical, Inc.(ASXC)$ok

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However, Goldman Sachs analyst Brian Lee maintained the stock with a Sell rating. </p><p><img src=\"https://static.tigerbbs.com/97cb6dc8422b4109bbd909ebd0152c08\" tg-width=\"823\" tg-height=\"723\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JKS":"晶科能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111434335","content_text":"JinkoSolar Stock Jumps Nearly 5% in Morning Trading.Goldman Sachs boosted JinkoSolar Holding Co., Ltd. price target from $31 to $35. However, Goldman Sachs analyst Brian Lee maintained the stock with a Sell rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997849851,"gmtCreate":1661784449076,"gmtModify":1676536578195,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997849851","repostId":"1102337003","repostType":4,"repost":{"id":"1102337003","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":1661782073,"share":"https://ttm.financial/m/news/1102337003?lang=&edition=fundamental","pubTime":"2022-08-29 22:07","market":"us","language":"en","title":"Oil Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1102337003","media":"Tiger Newspress","summary":"Oil Stocks Gained in Morning Trading.Exxon Mobil, Chevron, BP, ConocoPhillips, Schlumberger, Hallibu","content":"<html><head></head><body><p>Oil Stocks Gained in Morning Trading.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, <a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>, <a href=\"https://laohu8.com/S/HAL\">Halliburton</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a> and Callon rose between 1% and 4%.<img src=\"https://static.tigerbbs.com/f3257f765794ec0175a380e35bc188ef\" tg-width=\"457\" tg-height=\"640\" 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>Oil Stocks Gained in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-29 22:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oil Stocks Gained in Morning Trading.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, <a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>, <a href=\"https://laohu8.com/S/HAL\">Halliburton</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a> and Callon rose between 1% and 4%.<img src=\"https://static.tigerbbs.com/f3257f765794ec0175a380e35bc188ef\" tg-width=\"457\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","HAL":"哈里伯顿","BK4566":"资本集团","OXY":"西方石油","BK4550":"红杉资本持仓","BK4570":"地缘局势概念股","BK7095":"多种金属与采矿","SLB":"斯伦贝谢","XOM":"埃克森美孚","COP":"康菲石油","BK4516":"特朗普概念","BK4179":"石油天然气设备与服务","BK7054":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4213":"石油与天然气的勘探与生产","BK4581":"高盛持仓","BK4201":"综合性石油与天然气企业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102337003","content_text":"Oil Stocks Gained in Morning Trading.Exxon Mobil, Chevron, BP, ConocoPhillips, Schlumberger, Halliburton, Occidental and Callon rose between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997827310,"gmtCreate":1661782663433,"gmtModify":1676536577866,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997827310","repostId":"2262167645","repostType":4,"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997827934,"gmtCreate":1661782643930,"gmtModify":1676536577859,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a 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13:51","market":"hk","language":"en","title":"Alibaba: Time To Reinflate The Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1197555902","media":"Seeking Alpha","summary":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has posted encouraging results and is addressing its main problem.</li><li>Risks persist, but Alibaba&#39;s worst enemy can also be its best ally.</li><li>Can the PBOC succeed in reinflating the Alibaba bubble?</li></ul><p><b>Thesis Summary</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.</p><p>However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors&#39; main concerns with the company for years: profitability.</p><p>On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.</p><p>It is time to inflate the BABA bubble once more.</p><p><b>Early Signs of Recovery</b></p><p>In my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.</p><p>Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.</p><p>However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.</p><p><img src=\"https://static.tigerbbs.com/2d0b0d519f251f51c563af60de4e42d8\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>BABA revenues(Investor Presentation)</p><p>As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.</p><p><b>Alibaba is Addressing Its Issues</b></p><p>Growth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.</p><p>That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.</p><p>For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:</p><p><img src=\"https://static.tigerbbs.com/8a2f9efabd4046dfbaed60c577fce103\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>BABA cash flow(Investor Presentation)</p><p>On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.</p><p>Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.</p><p>It’s time to start blowing bubbles.</p><p>Alibaba is one of the largest companies in China. It addresses consumers&#39; needs, which is why its growth is tied to the economy&#39;s strength and consumer spending.</p><p>China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:</p><p><img src=\"https://static.tigerbbs.com/35c1af45f504275165723c3ebe3d0b2c\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Housing Market(Bloomberg)</p><p>As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.</p><p>We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.</p><p><img src=\"https://static.tigerbbs.com/97c17b3772b365b45fb190690b8ea518\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>CPI and PPI(National Bureau of Statistics)</p><p>As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.</p><p>With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.</p><p>This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.</p><p>This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.</p><p><b>Valuation</b></p><p>With the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:</p><p><img src=\"https://static.tigerbbs.com/d3adf2cb86992471875e08f7bb5cfe22\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\"/></p><p>Consensus EPS(Seeking Alpha)</p><p>Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.</p><p>A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.</p><p><b>Risks</b></p><p>The risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.</p><p>However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.</p><p><b>Takeaway</b></p><p>Alibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.</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>Alibaba: Time To Reinflate The Bubble</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\">\nAlibaba: Time To Reinflate The Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197555902","content_text":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba bubble?Thesis SummaryAlibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors' main concerns with the company for years: profitability.On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.It is time to inflate the BABA bubble once more.Early Signs of RecoveryIn my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.BABA revenues(Investor Presentation)As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.Alibaba is Addressing Its IssuesGrowth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:BABA cash flow(Investor Presentation)On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.It’s time to start blowing bubbles.Alibaba is one of the largest companies in China. It addresses consumers' needs, which is why its growth is tied to the economy's strength and consumer spending.China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:Housing Market(Bloomberg)As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.CPI and PPI(National Bureau of Statistics)As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.ValuationWith the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:Consensus EPS(Seeking Alpha)Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.RisksThe risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.TakeawayAlibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992098490,"gmtCreate":1661222728512,"gmtModify":1676536478146,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/18970a319950a02ee42ea4c3d185c255","width":"1080","height":"2038"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992098490","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996291885,"gmtCreate":1661172717349,"gmtModify":1676536466386,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996291885","repostId":"2261515445","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996623636,"gmtCreate":1661164951227,"gmtModify":1676536464926,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996623636","repostId":"1192421195","repostType":4,"repost":{"id":"1192421195","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1661159680,"share":"https://ttm.financial/m/news/1192421195?lang=&edition=fundamental","pubTime":"2022-08-22 17:14","market":"us","language":"en","title":"Occidental, Zoom, Signify, Palo Alto Networks And More:  U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1192421195","media":"Benzinga","summary":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investo","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks, Inc.</a> to report quarterly earnings at $2.30 per share on revenue of $1.54 billion before the opening bell. Palo Alto shares fell 0.3% to $512.10 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/FRSX\">Foresight Autonomous Holdings Ltd.</a> reported a Q2 non-GAAP loss of $0.03 per share, compared to a year-ago loss of $0.01 per share. Its revenue came in at $213,000 after generating no revenue in the three months ended June 30, 2021. Foresight Autonomous shares dropped 3.1% to $0.7120 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/NDSN\">Nordson Corporation</a> to have earned $2.44 per share on revenue of $650.60 million for the latest quarter. The company will release earnings after the markets close. Nordson shares fell 0.1% to $244.00 in pre-market trading.</li></ul><ul><li>After the closing bell, <a href=\"https://laohu8.com/S/DLO\">DLocal Limited</a> is projected to post quarterly earnings of $0.10 per share on revenue of $98.53 million. DLocal shares gained 1.7% to $29.27 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/ZM\">Zoom Video Communications, Inc.</a> to post quarterly earnings at $0.93 per share on revenue of $1.12 billion before the opening bell. Zoom Video shares fell 0.1% to $99.38 in after-hours trading.</li><li>Warren Buffett&#39;s Berkshire Hathaway is not expected to make a bid for full control of <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> even after he received regulatory approval to buy 50% of the driller.</li><li><a href=\"https://laohu8.com/S/SGFY\">Signify Health</a>: UnitedHealth Group Inc., Amazon.com Inc.,CVS Health Corp. and Option Care Health Inc. are vying to acquire Signify Health Inc.</li></ul></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>Occidental, Zoom, Signify, Palo Alto Networks And More:  U.S. Stocks To Watch</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\">\nOccidental, Zoom, Signify, Palo Alto Networks And More:  U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-22 17:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks, Inc.</a> to report quarterly earnings at $2.30 per share on revenue of $1.54 billion before the opening bell. Palo Alto shares fell 0.3% to $512.10 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/FRSX\">Foresight Autonomous Holdings Ltd.</a> reported a Q2 non-GAAP loss of $0.03 per share, compared to a year-ago loss of $0.01 per share. Its revenue came in at $213,000 after generating no revenue in the three months ended June 30, 2021. Foresight Autonomous shares dropped 3.1% to $0.7120 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/NDSN\">Nordson Corporation</a> to have earned $2.44 per share on revenue of $650.60 million for the latest quarter. The company will release earnings after the markets close. Nordson shares fell 0.1% to $244.00 in pre-market trading.</li></ul><ul><li>After the closing bell, <a href=\"https://laohu8.com/S/DLO\">DLocal Limited</a> is projected to post quarterly earnings of $0.10 per share on revenue of $98.53 million. DLocal shares gained 1.7% to $29.27 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/ZM\">Zoom Video Communications, Inc.</a> to post quarterly earnings at $0.93 per share on revenue of $1.12 billion before the opening bell. Zoom Video shares fell 0.1% to $99.38 in after-hours trading.</li><li>Warren Buffett&#39;s Berkshire Hathaway is not expected to make a bid for full control of <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> even after he received regulatory approval to buy 50% of the driller.</li><li><a href=\"https://laohu8.com/S/SGFY\">Signify Health</a>: UnitedHealth Group Inc., Amazon.com Inc.,CVS Health Corp. and Option Care Health Inc. are vying to acquire Signify Health Inc.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGFY":"Signify Health, Inc.","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192421195","content_text":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Palo Alto Networks, Inc. to report quarterly earnings at $2.30 per share on revenue of $1.54 billion before the opening bell. Palo Alto shares fell 0.3% to $512.10 in pre-market trading.Foresight Autonomous Holdings Ltd. reported a Q2 non-GAAP loss of $0.03 per share, compared to a year-ago loss of $0.01 per share. Its revenue came in at $213,000 after generating no revenue in the three months ended June 30, 2021. Foresight Autonomous shares dropped 3.1% to $0.7120 in the after-hours trading session.Analysts are expecting Nordson Corporation to have earned $2.44 per share on revenue of $650.60 million for the latest quarter. The company will release earnings after the markets close. Nordson shares fell 0.1% to $244.00 in pre-market trading.After the closing bell, DLocal Limited is projected to post quarterly earnings of $0.10 per share on revenue of $98.53 million. DLocal shares gained 1.7% to $29.27 in the after-hours trading session.Analysts expect Zoom Video Communications, Inc. to post quarterly earnings at $0.93 per share on revenue of $1.12 billion before the opening bell. Zoom Video shares fell 0.1% to $99.38 in after-hours trading.Warren Buffett's Berkshire Hathaway is not expected to make a bid for full control of Occidental Petroleum even after he received regulatory approval to buy 50% of the driller.Signify Health: UnitedHealth Group Inc., Amazon.com Inc.,CVS Health Corp. and Option Care Health Inc. are vying to acquire Signify Health Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996623983,"gmtCreate":1661164855944,"gmtModify":1676536464918,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996623983","repostId":"1192421195","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996629716,"gmtCreate":1661164844837,"gmtModify":1676536464910,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>ok","text":"$AMD(AMD)$ok","images":[{"img":"https://community-static.tradeup.com/news/11cc01eca8869f53241f9a6a210b7b74","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996629716","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996629239,"gmtCreate":1661164816424,"gmtModify":1676536464902,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/c2aab4e7af68bab40b65a969c111fccf","width":"1080","height":"2046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996629239","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998378775,"gmtCreate":1660952856299,"gmtModify":1676536427679,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>ok","listText":"<a 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href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>ok","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>ok","text":"$Coinbase Global, Inc.(COIN)$ok","images":[{"img":"https://community-static.tradeup.com/news/f564e767b4f4478a9235994a2328f0b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9993279009","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":183688303,"gmtCreate":1623328517802,"gmtModify":1704200971448,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/183688303","repostId":"1179338664","repostType":4,"repost":{"id":"1179338664","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":1623328335,"share":"https://ttm.financial/m/news/1179338664?lang=&edition=fundamental","pubTime":"2021-06-10 20:32","market":"us","language":"en","title":"Consumer prices jump 5% in May, fastest pace since the summer of 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=1179338664","media":"Tiger Newspress","summary":"Consumer prices for May accelerated at their fastest pace in nearly 13 years as inflation pressures ","content":"<p>Consumer prices for May accelerated at their fastest pace in nearly 13 years as inflation pressures continued to build in the U.S. economy, the Labor Department reported Thursday.</p>\n<p>The consumer price index, which represents a basket including food, energy, groceries, housing costs and sales across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p>\n<p>The reading represented the biggest CPI gain since the 5.3% increase in August 2008, just before the worst of the financial crisis sent the U.S. spiraling into the worst recession it had seen since the Great Depression.</p>\n<p>A separate gauge that excludes volatile food and energy prices increased 3.8%, vs the Dow Jones estimate of 3.5% for so-called core inflation.</p>\n<p>Another report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000. The estimate was 370,000. The total still marked the lowest of the pandemic era.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer prices jump 5% in May, fastest pace since the summer of 2008</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\">\nConsumer prices jump 5% in May, fastest pace since the summer of 2008\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-10 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Consumer prices for May accelerated at their fastest pace in nearly 13 years as inflation pressures continued to build in the U.S. economy, the Labor Department reported Thursday.</p>\n<p>The consumer price index, which represents a basket including food, energy, groceries, housing costs and sales across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p>\n<p>The reading represented the biggest CPI gain since the 5.3% increase in August 2008, just before the worst of the financial crisis sent the U.S. spiraling into the worst recession it had seen since the Great Depression.</p>\n<p>A separate gauge that excludes volatile food and energy prices increased 3.8%, vs the Dow Jones estimate of 3.5% for so-called core inflation.</p>\n<p>Another report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000. The estimate was 370,000. The total still marked the lowest of the pandemic era.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179338664","content_text":"Consumer prices for May accelerated at their fastest pace in nearly 13 years as inflation pressures continued to build in the U.S. economy, the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries, housing costs and sales across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\nThe reading represented the biggest CPI gain since the 5.3% increase in August 2008, just before the worst of the financial crisis sent the U.S. spiraling into the worst recession it had seen since the Great Depression.\nA separate gauge that excludes volatile food and energy prices increased 3.8%, vs the Dow Jones estimate of 3.5% for so-called core inflation.\nAnother report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000. The estimate was 370,000. The total still marked the lowest of the pandemic era.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997849851,"gmtCreate":1661784449076,"gmtModify":1676536578195,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997849851","repostId":"1102337003","repostType":4,"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997827934,"gmtCreate":1661782643930,"gmtModify":1676536577859,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/f0cf6bcc03c7fc32ddc2210bdbe5277c","width":"1080","height":"1945"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9997827934","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9995289643,"gmtCreate":1661473191984,"gmtModify":1676536525155,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/32717a4d170ca3deefd56318278e5990","width":"1080","height":"2038"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995289643","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992098706,"gmtCreate":1661222741507,"gmtModify":1676536478146,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992098706","repostId":"1197555902","repostType":4,"repost":{"id":"1197555902","kind":"news","pubTimestamp":1661233919,"share":"https://ttm.financial/m/news/1197555902?lang=&edition=fundamental","pubTime":"2022-08-23 13:51","market":"hk","language":"en","title":"Alibaba: Time To Reinflate The Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1197555902","media":"Seeking Alpha","summary":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has posted encouraging results and is addressing its main problem.</li><li>Risks persist, but Alibaba&#39;s worst enemy can also be its best ally.</li><li>Can the PBOC succeed in reinflating the Alibaba bubble?</li></ul><p><b>Thesis Summary</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.</p><p>However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors&#39; main concerns with the company for years: profitability.</p><p>On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.</p><p>It is time to inflate the BABA bubble once more.</p><p><b>Early Signs of Recovery</b></p><p>In my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.</p><p>Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.</p><p>However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.</p><p><img src=\"https://static.tigerbbs.com/2d0b0d519f251f51c563af60de4e42d8\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>BABA revenues(Investor Presentation)</p><p>As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.</p><p><b>Alibaba is Addressing Its Issues</b></p><p>Growth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.</p><p>That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.</p><p>For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:</p><p><img src=\"https://static.tigerbbs.com/8a2f9efabd4046dfbaed60c577fce103\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>BABA cash flow(Investor Presentation)</p><p>On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.</p><p>Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.</p><p>It’s time to start blowing bubbles.</p><p>Alibaba is one of the largest companies in China. It addresses consumers&#39; needs, which is why its growth is tied to the economy&#39;s strength and consumer spending.</p><p>China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:</p><p><img src=\"https://static.tigerbbs.com/35c1af45f504275165723c3ebe3d0b2c\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Housing Market(Bloomberg)</p><p>As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.</p><p>We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.</p><p><img src=\"https://static.tigerbbs.com/97c17b3772b365b45fb190690b8ea518\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>CPI and PPI(National Bureau of Statistics)</p><p>As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.</p><p>With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.</p><p>This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.</p><p>This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.</p><p><b>Valuation</b></p><p>With the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:</p><p><img src=\"https://static.tigerbbs.com/d3adf2cb86992471875e08f7bb5cfe22\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\"/></p><p>Consensus EPS(Seeking Alpha)</p><p>Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.</p><p>A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.</p><p><b>Risks</b></p><p>The risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.</p><p>However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.</p><p><b>Takeaway</b></p><p>Alibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.</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>Alibaba: Time To Reinflate The Bubble</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\">\nAlibaba: Time To Reinflate The Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197555902","content_text":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba bubble?Thesis SummaryAlibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors' main concerns with the company for years: profitability.On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.It is time to inflate the BABA bubble once more.Early Signs of RecoveryIn my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.BABA revenues(Investor Presentation)As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.Alibaba is Addressing Its IssuesGrowth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:BABA cash flow(Investor Presentation)On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.It’s time to start blowing bubbles.Alibaba is one of the largest companies in China. It addresses consumers' needs, which is why its growth is tied to the economy's strength and consumer spending.China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:Housing Market(Bloomberg)As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.CPI and PPI(National Bureau of Statistics)As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.ValuationWith the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:Consensus EPS(Seeking Alpha)Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.RisksThe risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.TakeawayAlibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996629239,"gmtCreate":1661164816424,"gmtModify":1676536464902,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/c2aab4e7af68bab40b65a969c111fccf","width":"1080","height":"2046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996629239","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991612995,"gmtCreate":1660825873221,"gmtModify":1676536405835,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991612995","repostId":"1168146057","repostType":4,"repost":{"id":"1168146057","kind":"news","pubTimestamp":1660823015,"share":"https://ttm.financial/m/news/1168146057?lang=&edition=fundamental","pubTime":"2022-08-18 19:43","market":"us","language":"en","title":"Apollo Leads Private Equity Interest in Manchester United Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1168146057","media":"Bloomberg","summary":"Glazer family weigh a minority stake sale in UK football clubAlternative investment firms are piling","content":"<html><head></head><body><ul><li>Glazer family weigh a minority stake sale in UK football club</li><li>Alternative investment firms are piling into European football</li></ul><p><img src=\"https://static.tigerbbs.com/4d1833f0eeac9198ce120d003df00dc1\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Manchester United FC’s owners are considering opening up the iconic English football club to a new investor -- with private equity firms likely to be crowding the field alongside high-net worth individuals.</p><p>Bloomberg Newsreportedon Wednesday that the Glazer family may sell a minority stake in the English Premier League team. It’s the first sign the Americans are willing to cede some control at the club they have owned outright since 2005.</p><p>Buyout firmApollo Global Management Inc.has already expressed interest, according to a person familiar the matter, asking not to be identified discussing confidential information. UK businessman Jim Ratcliffe is another early name in the mix, while Tesla Inc. Chief Executive Officer Elon Musk also joked about a deal.</p><p>Sports businesses have proved themselves resilient in challenging economic times and investors see Manchester United as an underappreciated asset, said Doug Harmer, partner at boutique Oakwell Sports Advisory. “With Manchester United, they see that it has been underinvested and that it’s a bit of a fallen giant,” he said.</p><p>A representative for Manchester United declined to comment, while a spokesperson for Apollo couldn’t immediately provide comment. Apollo’s interest in Manchester United was first reported by the Daily Mail.</p><h2>Inbound Interest</h2><p>There’s unlikely to be a shortage of interested parties, with American investors in particular having shown themselves hungry for a slice of the world’s favorite sport. When Manchester United’s EPL rivalChelsea FCwas put up for sale by Russian billionaire Roman Abramovich earlier this year, it received 250 expressions of interest.</p><p>Among those linked to the morecredibleChelsea bid groups were alternative investment executives and firms including Citadel founder Ken Griffin, Bain Capital co-chairman Stephen Pagliuca, Apollo co-founder Josh Harris and Oaktree Capital. In the end, Chelsea wassoldto US billionaire Todd Boehly and California-based buyout houseClearlake Capitalfor £4.25 billion ($5.1 billion). Manchester United could be valued at closer to £5 billion.</p><p>What&#39;s moving marketsStart your day with the 5 Things newsletter.Sign up to this newsletter</p><p>Private equity hasincreasinglybeen venturing into European football, drawn by the high growth potential and lower valuations relative to sports franchises back in the US. A jewel in the crown is broadcast rights, which in England outstrip every other major football league in Europe. EPL revenue is expected to exceed £6 billion for the first time, according to areportfrom Deloitte, driven by media rights.</p><p>“Private equity investors are looking at the differential in traded multiples from American sports franchises and those in the UK,” said Harmer. “They look at the Premier League and how well they have done with their international rights.”</p><p>Private equity investors are already present in the EPL, withRedBird Capital Partnersinvested in Liverpool FC,Silver Lakeowing a stake in Manchester City andPeak6 Investmentsbacking Wolverhampton Wanderers FC.</p><p><img src=\"https://static.tigerbbs.com/b595f22fe1b1e90a8fd36b2460425b80\" tg-width=\"642\" tg-height=\"429\" width=\"100%\" height=\"auto\"/>Manchester United’s commercial reach and potential is massive among the EPL’s top teams. It’s one of the best-supported clubs globally thanks to its dominance of English football in the 1990s and 2000s under legendary coach Sir Alex Ferguson, who delivered a record 13 EPL titles.</p><p>It was during this run in 2005 that the late Malcolm Glazer bought Manchester United in a leveraged buyout that saddled it with massive debts. The Glazer family faced distrust from hardcore supporters from the start and, while this was mitigated in the early years of their ownership as the team continued to win trophies, resentment grew after Ferguson’s retirement in 2013. Since then, the club has cycled through managers and spent heavily on star players with only a handful of trophies to show for it.</p><p>A lack of investment in Manchester United’s infrastructure, including its training ground and famous Old Trafford stadium, and anger over the Glazers’ backing of adoomedbreakaway Super League in Europe last year have compounded the ill will.</p><p>While it’s unclear how much influence a new backer would yield at Manchester United, where the Glazers own nearly97%of voting stock, a private equity firm would be keen to ensure the business was being run in a way to maximize gains for its own investors. Changes to the day-to-day running of the club, and reinvestment in key infrastructure, may be high on the agenda.</p><p>“Minority investors can push for certain powers, such as the ability to sign off on major expenditure and boardroom seats,” said Adam Sommerfeld at sports advisory firm Certus Capital Partners. “Football’s a very fluid game so these investors can often develop strong dissenting voices when the team’s not doing too well on the pitch.”</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>Apollo Leads Private Equity Interest in Manchester United Stake</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\">\nApollo Leads Private Equity Interest in Manchester United Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-18/apollo-and-private-equity-on-alert-for-manchester-united-stake><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Glazer family weigh a minority stake sale in UK football clubAlternative investment firms are piling into European footballManchester United FC’s owners are considering opening up the iconic English ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-18/apollo-and-private-equity-on-alert-for-manchester-united-stake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理","MANU":"曼联"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-18/apollo-and-private-equity-on-alert-for-manchester-united-stake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168146057","content_text":"Glazer family weigh a minority stake sale in UK football clubAlternative investment firms are piling into European footballManchester United FC’s owners are considering opening up the iconic English football club to a new investor -- with private equity firms likely to be crowding the field alongside high-net worth individuals.Bloomberg Newsreportedon Wednesday that the Glazer family may sell a minority stake in the English Premier League team. It’s the first sign the Americans are willing to cede some control at the club they have owned outright since 2005.Buyout firmApollo Global Management Inc.has already expressed interest, according to a person familiar the matter, asking not to be identified discussing confidential information. UK businessman Jim Ratcliffe is another early name in the mix, while Tesla Inc. Chief Executive Officer Elon Musk also joked about a deal.Sports businesses have proved themselves resilient in challenging economic times and investors see Manchester United as an underappreciated asset, said Doug Harmer, partner at boutique Oakwell Sports Advisory. “With Manchester United, they see that it has been underinvested and that it’s a bit of a fallen giant,” he said.A representative for Manchester United declined to comment, while a spokesperson for Apollo couldn’t immediately provide comment. Apollo’s interest in Manchester United was first reported by the Daily Mail.Inbound InterestThere’s unlikely to be a shortage of interested parties, with American investors in particular having shown themselves hungry for a slice of the world’s favorite sport. When Manchester United’s EPL rivalChelsea FCwas put up for sale by Russian billionaire Roman Abramovich earlier this year, it received 250 expressions of interest.Among those linked to the morecredibleChelsea bid groups were alternative investment executives and firms including Citadel founder Ken Griffin, Bain Capital co-chairman Stephen Pagliuca, Apollo co-founder Josh Harris and Oaktree Capital. In the end, Chelsea wassoldto US billionaire Todd Boehly and California-based buyout houseClearlake Capitalfor £4.25 billion ($5.1 billion). Manchester United could be valued at closer to £5 billion.What's moving marketsStart your day with the 5 Things newsletter.Sign up to this newsletterPrivate equity hasincreasinglybeen venturing into European football, drawn by the high growth potential and lower valuations relative to sports franchises back in the US. A jewel in the crown is broadcast rights, which in England outstrip every other major football league in Europe. EPL revenue is expected to exceed £6 billion for the first time, according to areportfrom Deloitte, driven by media rights.“Private equity investors are looking at the differential in traded multiples from American sports franchises and those in the UK,” said Harmer. “They look at the Premier League and how well they have done with their international rights.”Private equity investors are already present in the EPL, withRedBird Capital Partnersinvested in Liverpool FC,Silver Lakeowing a stake in Manchester City andPeak6 Investmentsbacking Wolverhampton Wanderers FC.Manchester United’s commercial reach and potential is massive among the EPL’s top teams. It’s one of the best-supported clubs globally thanks to its dominance of English football in the 1990s and 2000s under legendary coach Sir Alex Ferguson, who delivered a record 13 EPL titles.It was during this run in 2005 that the late Malcolm Glazer bought Manchester United in a leveraged buyout that saddled it with massive debts. The Glazer family faced distrust from hardcore supporters from the start and, while this was mitigated in the early years of their ownership as the team continued to win trophies, resentment grew after Ferguson’s retirement in 2013. Since then, the club has cycled through managers and spent heavily on star players with only a handful of trophies to show for it.A lack of investment in Manchester United’s infrastructure, including its training ground and famous Old Trafford stadium, and anger over the Glazers’ backing of adoomedbreakaway Super League in Europe last year have compounded the ill will.While it’s unclear how much influence a new backer would yield at Manchester United, where the Glazers own nearly97%of voting stock, a private equity firm would be keen to ensure the business was being run in a way to maximize gains for its own investors. Changes to the day-to-day running of the club, and reinvestment in key infrastructure, may be high on the agenda.“Minority investors can push for certain powers, such as the ability to sign off on major expenditure and boardroom seats,” said Adam Sommerfeld at sports advisory firm Certus Capital Partners. “Football’s a very fluid game so these investors can often develop strong dissenting voices when the team’s not doing too well on the pitch.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991616392,"gmtCreate":1660825812617,"gmtModify":1676536405808,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/12083b0cd4c1a4643836be34ce698708","width":"1080","height":"2046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991616392","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993938082,"gmtCreate":1660612275648,"gmtModify":1676536365015,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993938082","repostId":"2259261017","repostType":4,"repost":{"id":"2259261017","kind":"highlight","pubTimestamp":1660621623,"share":"https://ttm.financial/m/news/2259261017?lang=&edition=fundamental","pubTime":"2022-08-16 11:47","market":"us","language":"en","title":"This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2259261017","media":"StreetInsider","summary":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdo","content":"<html><head></head><body><p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.</p><p>The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.</p><p>Discussing when the relief rally may peak, Matejka explained:</p><p>“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”</p><p>More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.</p><p>“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.</p><p>Finally, the strategist also added that the U.S. dollar will need to start weakening.</p><p>“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.</p><p>Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.</p><p>“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.</p></body></html>","source":"highlight_streetinsider","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>This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan</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\">\nThis Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20461692><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20461692\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20461692","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259261017","content_text":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.Discussing when the relief rally may peak, Matejka explained:“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.Finally, the strategist also added that the U.S. dollar will need to start weakening.“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993900431,"gmtCreate":1660610405125,"gmtModify":1676536364197,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993900431","repostId":"1193761641","repostType":4,"repost":{"id":"1193761641","kind":"news","pubTimestamp":1660608002,"share":"https://ttm.financial/m/news/1193761641?lang=&edition=fundamental","pubTime":"2022-08-16 08:00","market":"sg","language":"en","title":"Singapore Stock Market Poised To Snap Losing Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1193761641","media":"RTTNews","summary":"The Singapore stock market has finished lower in back-to-back sessions, sinking more than 20 points ","content":"<html><head></head><body><p>The Singapore stock market has finished lower in back-to-back sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just above the 3,255-point plateau although it may stop the bleeding on Tuesday.</p><p>The global forecast for the Asian markets is cautiously optimistic, shaking off concerns over the health of the Chinese economy. The European and U.S. markets managed some mild upside and the Asian bourses figure to open in similar fashion.</p><p>The STI finished modestly lower on Monday following losses from the industrials and mixed performances from the financial shares and property stocks.</p><p>For the day, the index lost 12.45 points or 0.38 percent to finish at 3,256.82 after trading between 3,256.12 and 3,267.44. Volume was 1.6 billion shares worth 1.1 billion Singapore dollars. There were 238 decliners and 229 gainers.</p><p>Among the actives, Ascendas REIT increased 0.34 percent, while CapitaLand Integrated Commercial Trust sank 0.47 percent, CapitaLand Investment retreated 1.03 percent, City Developments jumped 1.32 percent, Comfort DelGro increased 0.68 percent, DBS Group dropped 0.58 percent, Genting Singapore plunged 2.42 percent, Hongkong Land was up 0.20 percent, Keppel Corp fell 0.43 percent, Mapletree Pan Asia Commercial Trust improved 1.04 percent, Mapletree Logistics Trust advanced 1.12 percent, Oversea-Chinese Banking Corporation collected 0.25 percent, SATS rose 0.49 percent, SembCorp Industries slumped 0.93 percent, Singapore Exchange added 0.92 percent, Singapore Technologies Engineering declined 1.48 percent, SingTel climbed 1.15 percent, Thai Beverage gained 0.76 percent, United Overseas Bank lost 0.44 percent, Yangzijiang Financial plummeted 7.69 percent, Yangzijiang Shipbuilding tumbled 1.56 percent and Mapletree Industrial Trust and Wilmar International were unchanged.</p><p>The lead from Wall Street is positive as the major averages shook off early weakness on Monday, broke into the green midway into the session and finished near daily highs.</p><p>The Dow jumped 151.39 points or 0.45 percent to finish at 33,912.44, while the NASDAQ advanced 80.87 points or 0.62 percent to close at 13,128.05 and the S&amp;P 500 rose 16.99 points or 0.40 percent to end at 4,297.14.</p><p>The lower open on Wall Street came on lingering concerns about the global economy following the release of weak Chinese data and a surprise interest rate cut by China&#39;s central bank.</p><p>In U.S. economic news, the New York Federal Reserve reported an unexpected contraction in regional manufacturing activity in August. Also, the National Association of Home Builders noted continued deterioration in U.S. homebuilder confidence in August.</p><p>Crude oil prices tumbled Monday on worries about energy demand after data showed slower than expected growth of the Chinese economy in July. The lowering of the oil demand forecast for 2022 by OPEC also weighed on prices. West Texas Intermediate Crude oil futures for September dropped $2.68 or 2.9 percent at $89.41 a barrel.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market Poised To Snap Losing Streak</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\">\nSingapore Stock Market Poised To Snap Losing Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3305425/singapore-stock-market-poised-to-snap-losing-streak.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in back-to-back sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just above the 3,255-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3305425/singapore-stock-market-poised-to-snap-losing-streak.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3305425/singapore-stock-market-poised-to-snap-losing-streak.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193761641","content_text":"The Singapore stock market has finished lower in back-to-back sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just above the 3,255-point plateau although it may stop the bleeding on Tuesday.The global forecast for the Asian markets is cautiously optimistic, shaking off concerns over the health of the Chinese economy. The European and U.S. markets managed some mild upside and the Asian bourses figure to open in similar fashion.The STI finished modestly lower on Monday following losses from the industrials and mixed performances from the financial shares and property stocks.For the day, the index lost 12.45 points or 0.38 percent to finish at 3,256.82 after trading between 3,256.12 and 3,267.44. Volume was 1.6 billion shares worth 1.1 billion Singapore dollars. There were 238 decliners and 229 gainers.Among the actives, Ascendas REIT increased 0.34 percent, while CapitaLand Integrated Commercial Trust sank 0.47 percent, CapitaLand Investment retreated 1.03 percent, City Developments jumped 1.32 percent, Comfort DelGro increased 0.68 percent, DBS Group dropped 0.58 percent, Genting Singapore plunged 2.42 percent, Hongkong Land was up 0.20 percent, Keppel Corp fell 0.43 percent, Mapletree Pan Asia Commercial Trust improved 1.04 percent, Mapletree Logistics Trust advanced 1.12 percent, Oversea-Chinese Banking Corporation collected 0.25 percent, SATS rose 0.49 percent, SembCorp Industries slumped 0.93 percent, Singapore Exchange added 0.92 percent, Singapore Technologies Engineering declined 1.48 percent, SingTel climbed 1.15 percent, Thai Beverage gained 0.76 percent, United Overseas Bank lost 0.44 percent, Yangzijiang Financial plummeted 7.69 percent, Yangzijiang Shipbuilding tumbled 1.56 percent and Mapletree Industrial Trust and Wilmar International were unchanged.The lead from Wall Street is positive as the major averages shook off early weakness on Monday, broke into the green midway into the session and finished near daily highs.The Dow jumped 151.39 points or 0.45 percent to finish at 33,912.44, while the NASDAQ advanced 80.87 points or 0.62 percent to close at 13,128.05 and the S&P 500 rose 16.99 points or 0.40 percent to end at 4,297.14.The lower open on Wall Street came on lingering concerns about the global economy following the release of weak Chinese data and a surprise interest rate cut by China's central bank.In U.S. economic news, the New York Federal Reserve reported an unexpected contraction in regional manufacturing activity in August. Also, the National Association of Home Builders noted continued deterioration in U.S. homebuilder confidence in August.Crude oil prices tumbled Monday on worries about energy demand after data showed slower than expected growth of the Chinese economy in July. The lowering of the oil demand forecast for 2022 by OPEC also weighed on prices. West Texas Intermediate Crude oil futures for September dropped $2.68 or 2.9 percent at $89.41 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807083027,"gmtCreate":1627988870569,"gmtModify":1703499160560,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807083027","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://ttm.financial/m/news/1169635195?lang=&edition=fundamental","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba EPS beats by RMB2.27, misses on revenue</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\">\nAlibaba EPS beats by RMB2.27, misses on revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 18:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159171333,"gmtCreate":1624952546122,"gmtModify":1703848695970,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159171333","repostId":"1147029788","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132725567,"gmtCreate":1622117613159,"gmtModify":1704179754574,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132725567","repostId":"1188205901","repostType":4,"repost":{"id":"1188205901","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":1622117079,"share":"https://ttm.financial/m/news/1188205901?lang=&edition=fundamental","pubTime":"2021-05-27 20:04","market":"us","language":"en","title":"President Biden will propose a $6 trillion budget, documents obtained by The Times show.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188205901","media":"Tiger Newspress","summary":"President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising ","content":"<p>President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.</p><p>Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.</p><p>On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.</p><p>Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>President Biden will propose a $6 trillion budget, documents obtained by The Times show.</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\">\nPresident Biden will propose a $6 trillion budget, documents obtained by The Times show.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-27 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.</p><p>Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.</p><p>On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.</p><p>Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188205901","content_text":"President Joe Biden will seek $6 trillion in U.S. federal spending for the 2022 fiscal year, rising to $8.2 trillion by 2031, the New York Times reported on Thursday, a day before the White House is expected to unveil its budget proposal.Citing documents it had obtained, the Times said the Democratic president planned to pay for his agenda through increased taxes on corporations and high earners, and that the budget deficits would start to decrease in the 2030s.On Friday, Biden is set to release his first full budget since taking office in January as he seeks to push his priorities of investing in infrastructure, childcare and other public works in a national rebuilding effort.Republicans have criticized the president for seeking trillions in new spending, setting the stage for pitched battles over his priorities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996623983,"gmtCreate":1661164855944,"gmtModify":1676536464918,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996623983","repostId":"1192421195","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993077480,"gmtCreate":1660610366743,"gmtModify":1676536364173,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993077480","repostId":"2259261017","repostType":4,"repost":{"id":"2259261017","kind":"highlight","pubTimestamp":1660621623,"share":"https://ttm.financial/m/news/2259261017?lang=&edition=fundamental","pubTime":"2022-08-16 11:47","market":"us","language":"en","title":"This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2259261017","media":"StreetInsider","summary":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdo","content":"<html><head></head><body><p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.</p><p>The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.</p><p>Discussing when the relief rally may peak, Matejka explained:</p><p>“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”</p><p>More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.</p><p>“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.</p><p>Finally, the strategist also added that the U.S. dollar will need to start weakening.</p><p>“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.</p><p>Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.</p><p>“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.</p></body></html>","source":"highlight_streetinsider","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>This Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan</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\">\nThis Stock Rally Has More Legs, Could Extend Until Year End - JPMorgan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20461692><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20461692\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20461692","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259261017","content_text":"JPMorgan strategist Mislav Matejka doesn’t believe the ongoing rebound in the stock market is overdone.The Growth sector is up about 14% since June lows compared to Value. Some stocks have rebounded by over 50% in the past 2 months, Matejka notes in a memo sent to clients.Discussing when the relief rally may peak, Matejka explained:“The key is the direction of long yields, where the peaking at mid-year was one of the big catalysts for the rebound in Growth style. Having initially decelerated by 100bp, from 3.5% to 2.5% in the US and from 1.8% to 0.8% in Germany, bond yields are recently trying to firm up again, especially post the strong July payrolls. However, we think that the broad stalling could continue until activity momentum troughs, sometime in Q4. M1, a good lead indicator of economic activity, is pointing to still lower PMIs ahead.”More importantly, the shape of the yield curve needs to “start re-steepening” before investors start returning to Value from Growth.“The Fed needs to pivot, in our view, but this is unlikely before the September meeting, where they could announce another outsized move, of 50-75bp – JPM call is for 75bp,” Matejka added.Finally, the strategist also added that the U.S. dollar will need to start weakening.“We have in early July argued for a tactical rebound in Growth style, and in the Tech sector in particular. We believed this would lend support to the broad market levels. We continue to think the rebound in Growth style is only tactical, but it likely has some further to go, perhaps even until year end,” Matejka concluded.Berenberg analysts Jonathan Stubbs and Edward Abbott also weighed in on the cyclical/defensive debate.“Our analysis suggests risks with owning just cyclicals or defensives in a “VOLcano theory” world… It is too early, we think, to commit to cyclicals here,” analysts wrote in a client note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126886256,"gmtCreate":1624551172375,"gmtModify":1703840257460,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126886256","repostId":"1159660883","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992098490,"gmtCreate":1661222728512,"gmtModify":1676536478146,"author":{"id":"3576621557008938","authorId":"3576621557008938","name":"Den1234","avatar":"https://community-static.tradeup.com/news/680b83f81f48e59d2215ce2701d6c452","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576621557008938","authorIdStr":"3576621557008938"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>ok","text":"$Asensus Surgical, Inc.(ASXC)$ok","images":[{"img":"https://community-static.tradeup.com/news/18970a319950a02ee42ea4c3d185c255","width":"1080","height":"2038"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992098490","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}