Eskay_Tew personal page - To The Moon

Eskay_Tew

Eskay_Tew

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2021-08-21

$2U(TWOU)$from +16% to -8.29%

2021-08-08

$Alibaba(BABA)$I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements

2021-07-21

$2U(TWOU)$the new normal way on virtual learning. Big potential for years to go

2021-09-09

Continue hold and buy for long

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2021-09-03

Watch up closely

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2021-08-31

Out performing fund in 5 to 10 years

9 stocks hedge funds and mutual funds really love right now: Goldman

2021-08-27

Pretty hope it is true

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2021-09-12

I was in a cafe closed to mid night washing breaking news reporting.

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2021-07-13

$PowerFleet, Inc.(PWFL)$I stay tune

2021-07-11

Worth to buy in discounted price

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Go to Tiger App to see more news

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days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":216304093122728,"gmtCreate":1693808616256,"gmtModify":1693808619677,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216304093122728","repostId":"215472930349224","repostType":1,"repost":{"id":215472930349224,"gmtCreate":1693636412278,"gmtModify":1693636419513,"author":{"id":"3581676319630293","authorId":"3581676319630293","name":"Mechmathi","avatar":"https://community-static.tradeup.com/news/084c74352dbd1ffeecee07560567cf05","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581676319630293","idStr":"3581676319630293"},"themes":[],"htmlText":"AMD basing well; but 102 must hold. - Previous sharing on likely basing between 102 and 95 continues to play out - Fib retracement 78.6 is 102 - Fib retracement 61.8 from 4 may breakout is also 102 - 102 is a key level and has since formed the bottom well - Note still in sell channel or the flag formation. Continued bounce off 102 could still be a bull flag breakout but early days - MA5 close to MA20 My watch / Plays - Sold multiple puts and they are all maturing very well - Will increase puts if 102 gets broken down but stays above 95 - The basing between 102 and 108 does give good confidence of the support formation Look good AMD does, albeit I like the entry levels of 95 down to 85 if possible. Good luck, all. @macroB @LMSunshine @CaptainTiger @TigerStars @Deposit @melson $AMD(A","listText":"AMD basing well; but 102 must hold. - Previous sharing on likely basing between 102 and 95 continues to play out - Fib retracement 78.6 is 102 - Fib retracement 61.8 from 4 may breakout is also 102 - 102 is a key level and has since formed the bottom well - Note still in sell channel or the flag formation. Continued bounce off 102 could still be a bull flag breakout but early days - MA5 close to MA20 My watch / Plays - Sold multiple puts and they are all maturing very well - Will increase puts if 102 gets broken down but stays above 95 - The basing between 102 and 108 does give good confidence of the support formation Look good AMD does, albeit I like the entry levels of 95 down to 85 if possible. Good luck, all. @macroB @LMSunshine @CaptainTiger @TigerStars @Deposit @melson $AMD(A","text":"AMD basing well; but 102 must hold. - Previous sharing on likely basing between 102 and 95 continues to play out - Fib retracement 78.6 is 102 - Fib retracement 61.8 from 4 may breakout is also 102 - 102 is a key level and has since formed the bottom well - Note still in sell channel or the flag formation. Continued bounce off 102 could still be a bull flag breakout but early days - MA5 close to MA20 My watch / Plays - Sold multiple puts and they are all maturing very well - Will increase puts if 102 gets broken down but stays above 95 - The basing between 102 and 108 does give good confidence of the support formation Look good AMD does, albeit I like the entry levels of 95 down to 85 if possible. Good luck, all. @macroB @LMSunshine @CaptainTiger @TigerStars @Deposit @melson $AMD(A","images":[{"img":"https://community-static.tradeup.com/news/6453ae74432745a43a29be3e1cb15b9a","width":"1272","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215472930349224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001851728,"gmtCreate":1641221612109,"gmtModify":1676533584586,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001851728","repostId":"9001824379","repostType":1,"repost":{"id":9001824379,"gmtCreate":1641221046611,"gmtModify":1676533584448,"author":{"id":"4090471494929530","authorId":"4090471494929530","name":"hengsley","avatar":"https://static.tigerbbs.com/1634b1d5cc7918a6f50943478c7e21f5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090471494929530","idStr":"4090471494929530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>👍🏻👍🏻👍🏻","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>👍🏻👍🏻👍🏻","text":"$苹果(AAPL)$👍🏻👍🏻👍🏻","images":[{"img":"https://static.itradeup.com/news/e72296106c3438206d11282f7f4fcf58","width":"1242","height":"1968"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001824379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884829162,"gmtCreate":1631880463956,"gmtModify":1676530660093,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","listText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","text":"$American Airlines(AAL)$come on.. Lifting is here","images":[{"img":"https://static.tigerbbs.com/8798d1006b962011a0546224e1a8b579","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884829162","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888086426,"gmtCreate":1631413635665,"gmtModify":1676530543325,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","listText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","text":"Look at retail market, gaming, clouding services link to those stocks in up trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888086426","repostId":"2166378110","repostType":2,"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888016966,"gmtCreate":1631412968755,"gmtModify":1676530543136,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","listText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","text":"I was in a cafe closed to mid night washing breaking news reporting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888016966","repostId":"2166377199","repostType":2,"isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881388558,"gmtCreate":1631293081874,"gmtModify":1676530523210,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Wow.. I hope the next Tesla it is","listText":"Wow.. I hope the next Tesla it is","text":"Wow.. I hope the next Tesla it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881388558","repostId":"1169786564","repostType":2,"isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883637753,"gmtCreate":1631237241472,"gmtModify":1676530504291,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I bought this at 16&nbsp;","listText":"I bought this at 16&nbsp;","text":"I bought this at 16","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883637753","repostId":"1158905975","repostType":2,"repost":{"id":"1158905975","kind":"news","pubTimestamp":1631160341,"share":"https://ttm.financial/m/news/1158905975?lang=en_US&edition=fundamental","pubTime":"2021-09-09 12:05","market":"us","language":"en","title":"Fisker Vs NIO: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158905975","media":"Seeking Alpha","summary":"Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Improving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.</li>\n <li>Global EV sales have surged by over 40% in 2020, and are poised to reach newer heights this year, making it an exciting investment opportunity.</li>\n <li>But the growing number of EV stocks, ranging from established EV makers to pre-revenue start-ups, have made it increasingly difficult to determine which makes a better investment.</li>\n <li>A similar investment dilemma applies to NIO and Fisker, with one being a leading EV brand in China, and the other still in pre-revenue and pre-production phase.</li>\n <li>While our outlook remains bullish on both stocks, we believe NIO makes a higher-growth long-term investment due to the increasing value ascribed to its proprietary technology, including battery swaps and autonomous driving.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce9e6240d6fd9622f36cd021340e6c90\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p>\n<p>Improving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years. The EV industry has emerged as one of the fastest-growing segments of the 21stcentury – while global car sales suffered from an unprecedented slump during 2020 due to COVID-related lockdowns and economic uncertainty,EV sales surged by over 40%&nbsp;from 2019. And EV sales are poised to&nbsp;reach newer heights&nbsp;this year, making it an exciting investment opportunity that many have set their eyes on.</p>\n<p>But the growing number of options, ranging from established EV makers to pre-revenue early-stage EV start-ups, have made it increasingly difficult to determine which makes a higher growth investment. A similar investment dilemma applies to NIO (NIO) and Fisker (FSR), where the former has already emerged as one of the leading EV brands in China with ongoing plans for overseas expansion, while the latter is still in testing phase for its first vehicle. In our most recent coverage of&nbsp;NIO&nbsp;and&nbsp;Fisker, we have assigned both companies a buy signal. Although the 12-month price targets we have set for both stocks would indicate that Fisker exhibits similar upside potential in the near-term, we believe NIO would generate a better risk-return tradeoff over the long-run due to the increasing value of its innovative technology developments. NIO also makes a safer investment considering its EVs and proprietary battery swapping technology have already been tried and tested with proven demand in both China and Europe.</p>\n<p><b>NIO’s Advantage with Innovation, Overseas Expansion, and a Differentiated Business Model</b></p>\n<p>In the span of just a little over three years, NIO has grown into one of the largest EV brands in China with more than 130,000 vehicles sold to date. Although delivery volumes have slowed in recent months due to ongoing volatility of global chip supply, NIO has continued to achieve strong double-digit year-over-year sales growth. New orders have also been consistently reaching all-time highs on a monthly basis, underpinning significant sales growth ahead as demand continues to ramp up rapidly.</p>\n<p><b>Sales Boost by Innovation</b></p>\n<p>In addition to its diversified line-up of fully battery-powered EVs, NIO is best known for their development of battery swapping technology, in-vehicle artificial intelligence and autonomous driving.Its innovative accomplishments achieved to date are a testament to its vision of expanding beyond the horizons of just building electric cars, but also a comprehensive ecosystem that is driven by technology.</p>\n<p>Most recently, NIO announced the addition of a&nbsp;150 kWh solid-state battery pack&nbsp;to its current line-up of swappable batteries. NIO currently offers swappable 70 kWh and 100 kWh battery packs, which already enable a range capability of 300 miles and 435 miles, respectively. The newest 150 kWh solid-state battery pack, which is expected to enter commercial use in Q4 2022, will deliver range capability of more than 450 miles for the first-generation ES8 SUVs, and up to 620 miles for the newer and more efficient models. This would top current record-holder&nbsp;Lucid Motors’(LCID) range capability of 517 miles on a single charge. Paired with its proprietary battery swapping technology, which can switch a dead battery out for a fully charged one in under three minutes, NIO answers to two of the biggest roadblocks to global EV adoption – range anxiety and long charge times.</p>\n<p>Although the average commute is typically less than 40 miles per day, most drivers have indicated a&nbsp;preference for EVs with higher range capability&nbsp;to preserve the “peace of mind” they have gotten used to with ICE vehicles. Charge time and charging infrastructure availability have also proven to be other critical considerations in the EV purchasing decision. Most Tesla owners have credited the accessible network of Supercharger fast-charging stations for their respective purchasing decisions, underpinning&nbsp;Tesla’s(TSLA) success in becoming the industry leader over the years. And NIO’s proprietary battery swapping technology enables the same growth prospects. In addition to its network of over 200 fast-charging&nbsp;Power Charger&nbsp;stations across China, NIO has also installed more than 300 Power Swap stations across the country, with a commitment to build&nbsp;4,000 more globally by 2025. NIO also one-ups Tesla by offering “Battery as a Service” (“BaaS”), which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal budgets and travel needs. The increasing availability of its charging infrastructure, combined with the additional price-friendly and flexible battery options make NIO well-positioned to capture a larger share of the EV market in the long-run.</p>\n<p><b>Increasing Global Market Share</b></p>\n<p>The Chinese EV maker is also on track to making its Norway debut in a few weeks. Its first shipment of the ES8 to the new market has already arrived, and NIO has started offering test drives since August 30th&nbsp;in preparation for the grand opening of its first NIO House and delivery center overseas on&nbsp;September 23rd. The build-out of NIO’s sales and service network in Norway will continue into 2022, with four more locations to open across Bergen, Stavanger, Trondheim and Kristansand. In addition to the NIO House, the EV maker will also be deploying its proprietary swap stations across Norway, staying true to its commitment to offering NIO owners with a range-anxiety-free driving experience.</p>\n<p>NIO’s newest technological developments will also underpin its expansion plans across Europe, as the region continues to be one of the largest EV markets in the world, following closely behind China’s. The European Commission’s recent tightening of theiremissions standardsandemissions reduction targetsis expected to further accelerate mass-market EV adoption across the broader European markets in coming years, making NIO’s recent entry to the region a well-timed move. EV demand in Europe is expected to surge at a compounded annual growth rate (“CAGR”) of 25.4% towards amarket value of more than $143 billionthrough to 2027. And passenger EV makers like NIO are poised to be the largest beneficiaries. The passenger cars segment currently accounts for more than 80% of the European EV market, and is expected remain the leading driver of growth within the industry through to the end of the decade. In order to further its capitalization of the growing opportunities in Europe, NIO has recently hired a new CEO to lead NIO’s European operations, and is currently planning additional expansion into other regions includingGermanyandAmsterdam.</p>\n<p>Following its expansion into Europe, NIO also plans to step foot into the U.S. EV market. A recent interview by NIO’s founder and CEO, William Li, hints at the possibility of materializing its U.S. expansion plans within the ten-year horizon. Although U.S. EV sales currently lag behind China’s and Europe’s by a wide margin, the Biden administration’s recent push for electrification of the transportation sector makes the U.S. an opportunity-filled market with EV adoption rates to surge in the latter half of the decade. Preliminary estimates show that U.S. EV sales could grow at a CAGR of up to 30% towards a total of18 million EVs on American roadsby the end of the decade, representing approximately14% of projected global EV sales. These growth trends make strong tailwinds for NIO, with its potential entry into the U.S. market to coincide with the American EV market’s prime time.</p>\n<p><b>Growing via Horizontal Expansion</b></p>\n<p>The coming year is expected to be pivotal for NIO as it taps into the broader global market with new cars, a separate brand, and strategic investments into rival brands. During the second quarter earnings call, NIO announced the launch of two new EV models in addition to the previously announced ET7 sedan in 2022; one of which will become NIO’s lowest-priced offering. The EV maker also unveiled plans for a separate brand that will offer more affordably priced vehicles to drive higher mass-market appeal. The two newly announced strategies will be complementary to NIO’s near-term plans of expanding its presence in China’s smaller “Tier 3” cities, and competing head-on with Tesla’s best-selling Model Y/3.</p>\n<p>NIO has also recently made aninvestment contribution to Lotus Technology, the EV unit of iconic British sportscar-maker, Lotus. As part of the strategic partnership, both NIO and Lotus will collaborate in developing “high-end intelligent EVs” and facilitate Lotus’ planned roll-out of new EV models over the next five years. It will also enable profit sharing for NIO as competition continues to rise within the sector.</p>\n<p><b>Fisker’s Entry to the Capital-Intensive Sector with an Asset Lite Model</b></p>\n<p>In contrast to NIO’s established operations, Fisker’s production timeline continues to trail behind its peers with the flagship Ocean SUV still in testing phase. The company has recently reiterated its commitment to begin production of the Fisker Ocean in late 2022, with a full marketing campaign to roll-out in November. Aside from repeatedly confirming that the Ocean program is “on time and on budget”, the EV start-up has remained tight-lipped as usual on the vehicle’s technology and specs, with plans to reveal the production version of the vehicle at the LA Auto Show in November.</p>\n<p><b>Pre-Launch Momentum</b></p>\n<p>To date, Fisker has secured over 17,500 reservations for the Ocean SUV. Considering each reservation is priced at $250, and only 90% refundable if cancelled, the volume of reservations acquired to date is a testament of strong public interest in the vehicle, given there has not been any information released on its technological capabilities yet. The pre-revenue EV start-up is aiming to acquire at least 25,000 reservations for the Fisker Ocean by the end of the year, with another 50,000 in 2022 to ensure a sell-out in 2023. The company has also turned to opportunities within the commercial landscape by acquiring fleet orders fromCredit Agricole Consumer Finance,Ontocar subscription services, andViggoride-hailing services. The achievements underscore its ability to ramp effectively once the Ocean SUV enters production phase in about 15 months.</p>\n<p>Like NIO and other rising EV start-ups, Fisker intends to adopt a direct sales strategy to maximize customer experience. Currently, Fisker plans to sell the Ocean in the U.S. and certain countries across Europe, including the U.K., Germany, Denmark, Norway and Sweden, first. And once additional models roll-out, the EV maker will likely make an entry into additional markets across Asia, including thefastest-growing Chinese market and India. Although specific details on its global expansion timeline are limited, Fisker’s international aspirations will be a critical factor to its long-term success.</p>\n<p><b>Asset Lite Business Model</b></p>\n<p>Similar to NIO, Fisker does not produce its vehicles in-house. Instead, the EV start-up implements an “asset lite” business model, which has bolstered its incredible strength in cost management – with the Ocean Program to be fully funded by the $1 billion proceeds from its SPAC merger last year, and only 15 months away from start of production, Fisker’s balance sheet still boasts a cash balance of more than $962 million. The asset lite business model helps Fisker bypass the capital-intensive nature of car-making by requiring it to co-develop its vehicles and platforms with renowned manufacturing partners and suppliers. And to avoid the typical cost inefficiencies that accompany outsourced manufacturing arrangements, Fisker ensures its production partners have “equal skin in the game” by either offering equity stake in the company or ensuring the project is a joint-venture investment. The carmaker has also been highly selective in the process of choosing its strategic partners, and only works with the most reputable and experienced in the industry to ensure quality control.</p>\n<p>The Ocean SUV will be manufactured by Magna, one of the largest auto manufacturers in the world. Together, the two companies have co-developed the FM 29 platform that will drive the Ocean SUV and additional EV models in the future. In exchange, Magna is offered a 6% stake in Fisker, exercisable through achievement of “interrelated performance conditions” (pg. 97 of the2020 10K). Magna has also opened several Fisker-dedicated operational areas at the carbon-neutral facility in Graz, Austria to facilitate theirlong-term manufacturing agreementthrough to 2029. The facilities will allocate annual production capacity of well over 100,000 vehicles at full ramp up to Fisker.</p>\n<p>In addition to the Ocean SUV, Fisker is also working with Foxconn on the production of their second model,PEAR, and its underlying FP 28 platform. The unique deal structure requires Foxconn to provide investments in areas related to the manufacturing process and the technology supply chain, while Fisker will lead on the design process, product development and go-to-market strategies. The PEAR is expected to be a new-segment vehicle that will “revolutionize” the electric vehicle driving experience. The new vehicle is scheduled to enter production in late 2023, with a price tag of $30,000 before tax incentives. Fisker and Foxconn are currently finalizing plans on amanufacturing site in the U.S.that could handle a production capacity of up to 150,000 units annually. And in the long-run, the partners plan to manufacture and sell at least 250,000 units of the PEAR per year globally upon full production ramp up.</p>\n<p>Aside from its production partners, Fisker has also forged strategic partnerships with critical component suppliers and after-sales service providers.Bridgestone Tireshas recently been selected as the exclusive tire partner for the Fisker Ocean, while another undisclosed battery cell manufacturer, who is one of the five largest in the world, will supply the battery packs.Sharphas also been engaged as the designated developer and supplier of interior display systems for up to four Fisker EV models. As for after-sales service partners, Fisker has recently made a $10 million private investment in public equity (“PIPE”) supporting the upcoming reverse merger ofAllego, a European EV charging network, with Spartan Acquisition Corp, III. The strategic investment will pave the way for efficient access to charging infrastructure for Fisker customers in Europe, a critical element in attracting sales and growing its market share. Fisker has also madeElectrify Americaits official charging partner for the U.S. market. The partnership will offer Fisker vehicle owners with exclusive package rates across more than 3,500 Electrify America chargers in the U.S. Other after-sales service partners include theMekonomen GroupandCox Automotive and Rivus Fleet Solutions, which will facilitate Fisker’s logistics and maintenance services in Europe.</p>\n<p><b>Financial ProspectsNIO</b></p>\n<p>Despite NIO’s recent decision to adjust its third-quarter delivery guidance from 23,000 to 25,000 vehicles down to 22,500 to 23,500 vehicles due to ongoing volatility of chip supply, we are expecting the company to keep progressing in line with ourearlier coverage. With close to 56,000 vehicles already delivered this year and new orders reaching an all-time high, NIO is expected to complete approximately 88,000 deliveries by the end of the year. This is expected to yield vehicle sales of RMB 32.6 billion ($5.0 billion) by the end of the year based on average vehicle revenue of RMB 367,000 ($56,635), which is consistent with NIO’s sales mix and pricing strategy observed in recent quarters. The projection also takes into consideration NIO’s upcoming debut in Norway, which will top-up on domestic sales growth expectations in the fourth quarter. Our base-case forecast projects NIO’s vehicle sales to further expand at a CAGR of 30.4% towards RMB 461.4 billion ($71.2 billion) by 2030. The growth assumption is consistent with global EV demand growth trends, as well as NIO’s historical performance and ongoing market share expansion initiatives.</p>\n<p>NIO’s achievements in battery and autonomous driving technology enhancement will also underpin growth in its other sales revenues. Other sales revenues, which are primarily generated from BaaS and “Autonomous Driving as a Service” (“ADaaS”), are expected to grow in line with vehicle sales at a CAGR of 30.0% from RMB 2.3 billion ($352.1 million) by the end of the year to RMB 31.5 billion ($4.9 billion) by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18d9287432802922a3c8c4a9e7cfab94\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (NIO_-_Forecasted_Financial_Information.pdf).</span></p>\n<p>NIO’s net losses are expected to further narrow towards 2024 as margins continue to expand with sales ramp up and scale. Nominal profits of RMB 8.2 billion ($1.3 billion) are forecasted for 2025, with growth at a CAGR of 36.8% towards RMB 39.3 billion ($6.1 billion) by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38a9a5037c6bb2e491a0d94c890d8f57\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of NIO’s projected cost structure.</span></p>\n<p><i>i. Base Case Financial Forecast:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48d96e680fc2537af9310d2ac9506ddd\" tg-width=\"640\" tg-height=\"179\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast.</span></p>\n<p><b>Fisker</b></p>\n<p>On the other hand, our base-case forecast projects delivery of at least 40,000 Fisker Ocean SUVs across the U.S. and Europe in 2023 following the start of production, which is consistent with management’s original sales guidance and production volume estimates. With the Fisker Ocean’s middle-trim priced between $50,000 to $55,000 expected to be the best-seller, the flagship SUV is forecasted to generate $2.1 billion of revenues for the carmaker in 2023. And based on ramped-up production capacity of at least 5,000 units per month starting in 2023, we are projecting sales of at least 60,000 units of the Fisker Ocean by 2024, totaling $3.3 billion in projected revenues. Ocean sales are forecasted to grow further at a CAGR of 22.5% towards $11.1 billion by 2030. The growth assumption is consistent with Fisker’s intentions to expand into Asia-Pacific regions in the long-run, as well as&nbsp;market expectations on the rise of global EV demand.</p>\n<p>The PEAR model, which is expected to commence production and deliveries in late 2023, is forecasted to add an additional $1.8 billion to revenues in 2024. With aspirations to produce and sellat least 250,000 unitsof the PEAR annually in the long-run, Fisker is expected to generate PEAR revenues of $6.1 billion by the end of the decade. This accordingly translates to PEAR revenue growth at a CAGR of 22.5% from 2024 to 2030, which is consistent with Fisker’s sales guidance per itsInvestor Presentationand global EV market growth trends.</p>\n<p>Fisker also plans to launch two more vehicles in addition to the Ocean and PEAR before 2025. With a planned average sales price of $59,000 and a goal of selling 200,000 to 250,000 vehicles by the end of 2025, our base case forecast projects total revenues of $8.5 billion by then. Total revenues are expected to further expand at a CAGR of 25.6% towards $21.2 billion by 2030. Note that projected total revenues also include nominal merchandise sales of approximately $100,000 per year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6086733e59a4a20b8540494d0e688e2\" tg-width=\"640\" tg-height=\"246\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast.</span></p>\n<p>With Fisker’s margins to continuously improve after start of productions with cost-efficiencies enabled by its asset lite business model, our base-case forecast projects narrowing net losses from $380.0 million by the end of the year to $290.8 million by 2022. The EV start-up is expected to start realizing profits of $197.9 million starting in 2023, with further growth towards $774.3 million by 2025 when all four anticipated EV models enter production, and towards $1.95 billion by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9412fb3be94fd83ecc56715bc26b414a\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of Fisker’s projected cost structure.</span></p>\n<p><i>i. Base Case Financial Forecast:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/967dab57068b839e32c04b2d47260942\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>Consistent with our&nbsp;recent&nbsp;analyses&nbsp;performed on both stocks, our 12-month price targets for NIO and Fisker remain at $59.74 and $20.61, respectively. These projections represent upside potential of close to 48% for both stocks based on their last traded share price on September 3rd.</p>\n<p>We have performed a discounted cash flow (“DCF”) analysis to determine the respective 12-month price targets for NIO and Fisker. Specifically, we have used projected free cash flows up to 2025 in the DCF analysis to reflect the valuation expectations on both companies’ near-term growth initiatives.</p>\n<p>For NIO’s valuation analysis, we have applied a WACC of 11.9% to discount the projected free cash flows. The valuation assumption is consistent with the company’s current risk profile, taking into consideration its highly leveraged balance sheet and recent volatility in its price performance given uncertainties over the Chinese regulatory landscape. The valuation analysis also assumes a 90.6x EV/EBITDA multiple, which reflects NIO’s achievements in proprietary technology development in addition to EV sales, as well as ongoing growth initiatives and business outlook. This compares to the EV/EBITDA range of 70.9x to 111.2x observed across its industry peers.</p>\n<p><i>i. Near-Term Valuation Analysis – NIO:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89d32cdceadf5ef5899705290bf42593\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>On the other hand, we have applied a WACC of 13.4% to discount the projected free cash flows of Fisker to compute the stock’s 12-month price target. Although the company has largely remained debt-free with sufficient liquidity to complete the Ocean program, the company is a relatively riskier investment compared to NIO considering itisa pre-revenue and pre-production start-up. The WACC also considers Fisker’s recent announcement to fund the PEAR program with a new private debt offering of $625 million at 2.50% due in 2026. The valuation analysis assumes a 13.6x EV/EBITDA multiple, which is consistent with those of EV start-ups that are still in pre-revenue and testing phase, and have recently completed a reverse SPAC merger. The valuation multiple applied also reflects Fisker’s smaller scale of operations in terms of sales capacity, as well as technological developments in comparison to NIO and other established EV makers in the industry.</p>\n<p><i>ii. Near-Term Valuation Analysis – Fisker:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/844570c70f1d3c319436280658c72dd5\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>Over the next five years, we foresee NIO and Fisker’s share price to reach as high as$160and$39, respectively. The long-term valuations prescribed reflect both companies’ estimated intrinsic values upon realization of their respective growth aspirations set out for the next five to ten years. For Fisker, these initiatives include full materialization of launching four EV models before 2025 with expansion into Asia-Pacific regions, as well as achieving positive operating cash flow and profits. And for NIO, the projected long-term valuation also captures the additional value generated from its technological advancements, including the global build-out of battery swap stations, development of long-range solid-state batteries, and materialization oflevel four autonomous driving technology.</p>\n<p><b>Conclusion</b></p>\n<p>While accelerated global EV adoption trends underscore high-growth opportunities for both stocks, NIO makes a better long-term investment given its established operations and proprietary technological developments. But near-term catalysts for both stocks should not be overlooked. NIO’s official opening of its Norway operations in two weeks and Fisker’s reveal of the Ocean SUV’s production version in November are expected to underpin additional upsides for their respective price performances in the next twelve months. This makes both stocks attractive options at current price levels for those looking to capitalize on their growth potentials.</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>Fisker Vs NIO: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nFisker Vs NIO: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 12:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158905975","content_text":"Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.\nGlobal EV sales have surged by over 40% in 2020, and are poised to reach newer heights this year, making it an exciting investment opportunity.\nBut the growing number of EV stocks, ranging from established EV makers to pre-revenue start-ups, have made it increasingly difficult to determine which makes a better investment.\nA similar investment dilemma applies to NIO and Fisker, with one being a leading EV brand in China, and the other still in pre-revenue and pre-production phase.\nWhile our outlook remains bullish on both stocks, we believe NIO makes a higher-growth long-term investment due to the increasing value ascribed to its proprietary technology, including battery swaps and autonomous driving.\n\nAndy Feng/iStock Editorial via Getty Images\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years. The EV industry has emerged as one of the fastest-growing segments of the 21stcentury – while global car sales suffered from an unprecedented slump during 2020 due to COVID-related lockdowns and economic uncertainty,EV sales surged by over 40% from 2019. And EV sales are poised to reach newer heights this year, making it an exciting investment opportunity that many have set their eyes on.\nBut the growing number of options, ranging from established EV makers to pre-revenue early-stage EV start-ups, have made it increasingly difficult to determine which makes a higher growth investment. A similar investment dilemma applies to NIO (NIO) and Fisker (FSR), where the former has already emerged as one of the leading EV brands in China with ongoing plans for overseas expansion, while the latter is still in testing phase for its first vehicle. In our most recent coverage of NIO and Fisker, we have assigned both companies a buy signal. Although the 12-month price targets we have set for both stocks would indicate that Fisker exhibits similar upside potential in the near-term, we believe NIO would generate a better risk-return tradeoff over the long-run due to the increasing value of its innovative technology developments. NIO also makes a safer investment considering its EVs and proprietary battery swapping technology have already been tried and tested with proven demand in both China and Europe.\nNIO’s Advantage with Innovation, Overseas Expansion, and a Differentiated Business Model\nIn the span of just a little over three years, NIO has grown into one of the largest EV brands in China with more than 130,000 vehicles sold to date. Although delivery volumes have slowed in recent months due to ongoing volatility of global chip supply, NIO has continued to achieve strong double-digit year-over-year sales growth. New orders have also been consistently reaching all-time highs on a monthly basis, underpinning significant sales growth ahead as demand continues to ramp up rapidly.\nSales Boost by Innovation\nIn addition to its diversified line-up of fully battery-powered EVs, NIO is best known for their development of battery swapping technology, in-vehicle artificial intelligence and autonomous driving.Its innovative accomplishments achieved to date are a testament to its vision of expanding beyond the horizons of just building electric cars, but also a comprehensive ecosystem that is driven by technology.\nMost recently, NIO announced the addition of a 150 kWh solid-state battery pack to its current line-up of swappable batteries. NIO currently offers swappable 70 kWh and 100 kWh battery packs, which already enable a range capability of 300 miles and 435 miles, respectively. The newest 150 kWh solid-state battery pack, which is expected to enter commercial use in Q4 2022, will deliver range capability of more than 450 miles for the first-generation ES8 SUVs, and up to 620 miles for the newer and more efficient models. This would top current record-holder Lucid Motors’(LCID) range capability of 517 miles on a single charge. Paired with its proprietary battery swapping technology, which can switch a dead battery out for a fully charged one in under three minutes, NIO answers to two of the biggest roadblocks to global EV adoption – range anxiety and long charge times.\nAlthough the average commute is typically less than 40 miles per day, most drivers have indicated a preference for EVs with higher range capability to preserve the “peace of mind” they have gotten used to with ICE vehicles. Charge time and charging infrastructure availability have also proven to be other critical considerations in the EV purchasing decision. Most Tesla owners have credited the accessible network of Supercharger fast-charging stations for their respective purchasing decisions, underpinning Tesla’s(TSLA) success in becoming the industry leader over the years. And NIO’s proprietary battery swapping technology enables the same growth prospects. In addition to its network of over 200 fast-charging Power Charger stations across China, NIO has also installed more than 300 Power Swap stations across the country, with a commitment to build 4,000 more globally by 2025. NIO also one-ups Tesla by offering “Battery as a Service” (“BaaS”), which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal budgets and travel needs. The increasing availability of its charging infrastructure, combined with the additional price-friendly and flexible battery options make NIO well-positioned to capture a larger share of the EV market in the long-run.\nIncreasing Global Market Share\nThe Chinese EV maker is also on track to making its Norway debut in a few weeks. Its first shipment of the ES8 to the new market has already arrived, and NIO has started offering test drives since August 30th in preparation for the grand opening of its first NIO House and delivery center overseas on September 23rd. The build-out of NIO’s sales and service network in Norway will continue into 2022, with four more locations to open across Bergen, Stavanger, Trondheim and Kristansand. In addition to the NIO House, the EV maker will also be deploying its proprietary swap stations across Norway, staying true to its commitment to offering NIO owners with a range-anxiety-free driving experience.\nNIO’s newest technological developments will also underpin its expansion plans across Europe, as the region continues to be one of the largest EV markets in the world, following closely behind China’s. The European Commission’s recent tightening of theiremissions standardsandemissions reduction targetsis expected to further accelerate mass-market EV adoption across the broader European markets in coming years, making NIO’s recent entry to the region a well-timed move. EV demand in Europe is expected to surge at a compounded annual growth rate (“CAGR”) of 25.4% towards amarket value of more than $143 billionthrough to 2027. And passenger EV makers like NIO are poised to be the largest beneficiaries. The passenger cars segment currently accounts for more than 80% of the European EV market, and is expected remain the leading driver of growth within the industry through to the end of the decade. In order to further its capitalization of the growing opportunities in Europe, NIO has recently hired a new CEO to lead NIO’s European operations, and is currently planning additional expansion into other regions includingGermanyandAmsterdam.\nFollowing its expansion into Europe, NIO also plans to step foot into the U.S. EV market. A recent interview by NIO’s founder and CEO, William Li, hints at the possibility of materializing its U.S. expansion plans within the ten-year horizon. Although U.S. EV sales currently lag behind China’s and Europe’s by a wide margin, the Biden administration’s recent push for electrification of the transportation sector makes the U.S. an opportunity-filled market with EV adoption rates to surge in the latter half of the decade. Preliminary estimates show that U.S. EV sales could grow at a CAGR of up to 30% towards a total of18 million EVs on American roadsby the end of the decade, representing approximately14% of projected global EV sales. These growth trends make strong tailwinds for NIO, with its potential entry into the U.S. market to coincide with the American EV market’s prime time.\nGrowing via Horizontal Expansion\nThe coming year is expected to be pivotal for NIO as it taps into the broader global market with new cars, a separate brand, and strategic investments into rival brands. During the second quarter earnings call, NIO announced the launch of two new EV models in addition to the previously announced ET7 sedan in 2022; one of which will become NIO’s lowest-priced offering. The EV maker also unveiled plans for a separate brand that will offer more affordably priced vehicles to drive higher mass-market appeal. The two newly announced strategies will be complementary to NIO’s near-term plans of expanding its presence in China’s smaller “Tier 3” cities, and competing head-on with Tesla’s best-selling Model Y/3.\nNIO has also recently made aninvestment contribution to Lotus Technology, the EV unit of iconic British sportscar-maker, Lotus. As part of the strategic partnership, both NIO and Lotus will collaborate in developing “high-end intelligent EVs” and facilitate Lotus’ planned roll-out of new EV models over the next five years. It will also enable profit sharing for NIO as competition continues to rise within the sector.\nFisker’s Entry to the Capital-Intensive Sector with an Asset Lite Model\nIn contrast to NIO’s established operations, Fisker’s production timeline continues to trail behind its peers with the flagship Ocean SUV still in testing phase. The company has recently reiterated its commitment to begin production of the Fisker Ocean in late 2022, with a full marketing campaign to roll-out in November. Aside from repeatedly confirming that the Ocean program is “on time and on budget”, the EV start-up has remained tight-lipped as usual on the vehicle’s technology and specs, with plans to reveal the production version of the vehicle at the LA Auto Show in November.\nPre-Launch Momentum\nTo date, Fisker has secured over 17,500 reservations for the Ocean SUV. Considering each reservation is priced at $250, and only 90% refundable if cancelled, the volume of reservations acquired to date is a testament of strong public interest in the vehicle, given there has not been any information released on its technological capabilities yet. The pre-revenue EV start-up is aiming to acquire at least 25,000 reservations for the Fisker Ocean by the end of the year, with another 50,000 in 2022 to ensure a sell-out in 2023. The company has also turned to opportunities within the commercial landscape by acquiring fleet orders fromCredit Agricole Consumer Finance,Ontocar subscription services, andViggoride-hailing services. The achievements underscore its ability to ramp effectively once the Ocean SUV enters production phase in about 15 months.\nLike NIO and other rising EV start-ups, Fisker intends to adopt a direct sales strategy to maximize customer experience. Currently, Fisker plans to sell the Ocean in the U.S. and certain countries across Europe, including the U.K., Germany, Denmark, Norway and Sweden, first. And once additional models roll-out, the EV maker will likely make an entry into additional markets across Asia, including thefastest-growing Chinese market and India. Although specific details on its global expansion timeline are limited, Fisker’s international aspirations will be a critical factor to its long-term success.\nAsset Lite Business Model\nSimilar to NIO, Fisker does not produce its vehicles in-house. Instead, the EV start-up implements an “asset lite” business model, which has bolstered its incredible strength in cost management – with the Ocean Program to be fully funded by the $1 billion proceeds from its SPAC merger last year, and only 15 months away from start of production, Fisker’s balance sheet still boasts a cash balance of more than $962 million. The asset lite business model helps Fisker bypass the capital-intensive nature of car-making by requiring it to co-develop its vehicles and platforms with renowned manufacturing partners and suppliers. And to avoid the typical cost inefficiencies that accompany outsourced manufacturing arrangements, Fisker ensures its production partners have “equal skin in the game” by either offering equity stake in the company or ensuring the project is a joint-venture investment. The carmaker has also been highly selective in the process of choosing its strategic partners, and only works with the most reputable and experienced in the industry to ensure quality control.\nThe Ocean SUV will be manufactured by Magna, one of the largest auto manufacturers in the world. Together, the two companies have co-developed the FM 29 platform that will drive the Ocean SUV and additional EV models in the future. In exchange, Magna is offered a 6% stake in Fisker, exercisable through achievement of “interrelated performance conditions” (pg. 97 of the2020 10K). Magna has also opened several Fisker-dedicated operational areas at the carbon-neutral facility in Graz, Austria to facilitate theirlong-term manufacturing agreementthrough to 2029. The facilities will allocate annual production capacity of well over 100,000 vehicles at full ramp up to Fisker.\nIn addition to the Ocean SUV, Fisker is also working with Foxconn on the production of their second model,PEAR, and its underlying FP 28 platform. The unique deal structure requires Foxconn to provide investments in areas related to the manufacturing process and the technology supply chain, while Fisker will lead on the design process, product development and go-to-market strategies. The PEAR is expected to be a new-segment vehicle that will “revolutionize” the electric vehicle driving experience. The new vehicle is scheduled to enter production in late 2023, with a price tag of $30,000 before tax incentives. Fisker and Foxconn are currently finalizing plans on amanufacturing site in the U.S.that could handle a production capacity of up to 150,000 units annually. And in the long-run, the partners plan to manufacture and sell at least 250,000 units of the PEAR per year globally upon full production ramp up.\nAside from its production partners, Fisker has also forged strategic partnerships with critical component suppliers and after-sales service providers.Bridgestone Tireshas recently been selected as the exclusive tire partner for the Fisker Ocean, while another undisclosed battery cell manufacturer, who is one of the five largest in the world, will supply the battery packs.Sharphas also been engaged as the designated developer and supplier of interior display systems for up to four Fisker EV models. As for after-sales service partners, Fisker has recently made a $10 million private investment in public equity (“PIPE”) supporting the upcoming reverse merger ofAllego, a European EV charging network, with Spartan Acquisition Corp, III. The strategic investment will pave the way for efficient access to charging infrastructure for Fisker customers in Europe, a critical element in attracting sales and growing its market share. Fisker has also madeElectrify Americaits official charging partner for the U.S. market. The partnership will offer Fisker vehicle owners with exclusive package rates across more than 3,500 Electrify America chargers in the U.S. Other after-sales service partners include theMekonomen GroupandCox Automotive and Rivus Fleet Solutions, which will facilitate Fisker’s logistics and maintenance services in Europe.\nFinancial ProspectsNIO\nDespite NIO’s recent decision to adjust its third-quarter delivery guidance from 23,000 to 25,000 vehicles down to 22,500 to 23,500 vehicles due to ongoing volatility of chip supply, we are expecting the company to keep progressing in line with ourearlier coverage. With close to 56,000 vehicles already delivered this year and new orders reaching an all-time high, NIO is expected to complete approximately 88,000 deliveries by the end of the year. This is expected to yield vehicle sales of RMB 32.6 billion ($5.0 billion) by the end of the year based on average vehicle revenue of RMB 367,000 ($56,635), which is consistent with NIO’s sales mix and pricing strategy observed in recent quarters. The projection also takes into consideration NIO’s upcoming debut in Norway, which will top-up on domestic sales growth expectations in the fourth quarter. Our base-case forecast projects NIO’s vehicle sales to further expand at a CAGR of 30.4% towards RMB 461.4 billion ($71.2 billion) by 2030. The growth assumption is consistent with global EV demand growth trends, as well as NIO’s historical performance and ongoing market share expansion initiatives.\nNIO’s achievements in battery and autonomous driving technology enhancement will also underpin growth in its other sales revenues. Other sales revenues, which are primarily generated from BaaS and “Autonomous Driving as a Service” (“ADaaS”), are expected to grow in line with vehicle sales at a CAGR of 30.0% from RMB 2.3 billion ($352.1 million) by the end of the year to RMB 31.5 billion ($4.9 billion) by 2030.\nSource: Author, with data from our internal financial forecast (NIO_-_Forecasted_Financial_Information.pdf).\nNIO’s net losses are expected to further narrow towards 2024 as margins continue to expand with sales ramp up and scale. Nominal profits of RMB 8.2 billion ($1.3 billion) are forecasted for 2025, with growth at a CAGR of 36.8% towards RMB 39.3 billion ($6.1 billion) by the end of the decade.\nSource: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of NIO’s projected cost structure.\ni. Base Case Financial Forecast:\nSource: Author, with data from our internal financial forecast.\nFisker\nOn the other hand, our base-case forecast projects delivery of at least 40,000 Fisker Ocean SUVs across the U.S. and Europe in 2023 following the start of production, which is consistent with management’s original sales guidance and production volume estimates. With the Fisker Ocean’s middle-trim priced between $50,000 to $55,000 expected to be the best-seller, the flagship SUV is forecasted to generate $2.1 billion of revenues for the carmaker in 2023. And based on ramped-up production capacity of at least 5,000 units per month starting in 2023, we are projecting sales of at least 60,000 units of the Fisker Ocean by 2024, totaling $3.3 billion in projected revenues. Ocean sales are forecasted to grow further at a CAGR of 22.5% towards $11.1 billion by 2030. The growth assumption is consistent with Fisker’s intentions to expand into Asia-Pacific regions in the long-run, as well as market expectations on the rise of global EV demand.\nThe PEAR model, which is expected to commence production and deliveries in late 2023, is forecasted to add an additional $1.8 billion to revenues in 2024. With aspirations to produce and sellat least 250,000 unitsof the PEAR annually in the long-run, Fisker is expected to generate PEAR revenues of $6.1 billion by the end of the decade. This accordingly translates to PEAR revenue growth at a CAGR of 22.5% from 2024 to 2030, which is consistent with Fisker’s sales guidance per itsInvestor Presentationand global EV market growth trends.\nFisker also plans to launch two more vehicles in addition to the Ocean and PEAR before 2025. With a planned average sales price of $59,000 and a goal of selling 200,000 to 250,000 vehicles by the end of 2025, our base case forecast projects total revenues of $8.5 billion by then. Total revenues are expected to further expand at a CAGR of 25.6% towards $21.2 billion by 2030. Note that projected total revenues also include nominal merchandise sales of approximately $100,000 per year.\nSource: Author, with data from our internal financial forecast.\nWith Fisker’s margins to continuously improve after start of productions with cost-efficiencies enabled by its asset lite business model, our base-case forecast projects narrowing net losses from $380.0 million by the end of the year to $290.8 million by 2022. The EV start-up is expected to start realizing profits of $197.9 million starting in 2023, with further growth towards $774.3 million by 2025 when all four anticipated EV models enter production, and towards $1.95 billion by 2030.\nSource: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of Fisker’s projected cost structure.\ni. Base Case Financial Forecast:\nSource: Author, with data from our internal valuation analysis.\nConsistent with our recent analyses performed on both stocks, our 12-month price targets for NIO and Fisker remain at $59.74 and $20.61, respectively. These projections represent upside potential of close to 48% for both stocks based on their last traded share price on September 3rd.\nWe have performed a discounted cash flow (“DCF”) analysis to determine the respective 12-month price targets for NIO and Fisker. Specifically, we have used projected free cash flows up to 2025 in the DCF analysis to reflect the valuation expectations on both companies’ near-term growth initiatives.\nFor NIO’s valuation analysis, we have applied a WACC of 11.9% to discount the projected free cash flows. The valuation assumption is consistent with the company’s current risk profile, taking into consideration its highly leveraged balance sheet and recent volatility in its price performance given uncertainties over the Chinese regulatory landscape. The valuation analysis also assumes a 90.6x EV/EBITDA multiple, which reflects NIO’s achievements in proprietary technology development in addition to EV sales, as well as ongoing growth initiatives and business outlook. This compares to the EV/EBITDA range of 70.9x to 111.2x observed across its industry peers.\ni. Near-Term Valuation Analysis – NIO:\nSource: Author, with data from our internal valuation analysis.\nOn the other hand, we have applied a WACC of 13.4% to discount the projected free cash flows of Fisker to compute the stock’s 12-month price target. Although the company has largely remained debt-free with sufficient liquidity to complete the Ocean program, the company is a relatively riskier investment compared to NIO considering itisa pre-revenue and pre-production start-up. The WACC also considers Fisker’s recent announcement to fund the PEAR program with a new private debt offering of $625 million at 2.50% due in 2026. The valuation analysis assumes a 13.6x EV/EBITDA multiple, which is consistent with those of EV start-ups that are still in pre-revenue and testing phase, and have recently completed a reverse SPAC merger. The valuation multiple applied also reflects Fisker’s smaller scale of operations in terms of sales capacity, as well as technological developments in comparison to NIO and other established EV makers in the industry.\nii. Near-Term Valuation Analysis – Fisker:\nSource: Author, with data from our internal valuation analysis.\nOver the next five years, we foresee NIO and Fisker’s share price to reach as high as$160and$39, respectively. The long-term valuations prescribed reflect both companies’ estimated intrinsic values upon realization of their respective growth aspirations set out for the next five to ten years. For Fisker, these initiatives include full materialization of launching four EV models before 2025 with expansion into Asia-Pacific regions, as well as achieving positive operating cash flow and profits. And for NIO, the projected long-term valuation also captures the additional value generated from its technological advancements, including the global build-out of battery swap stations, development of long-range solid-state batteries, and materialization oflevel four autonomous driving technology.\nConclusion\nWhile accelerated global EV adoption trends underscore high-growth opportunities for both stocks, NIO makes a better long-term investment given its established operations and proprietary technological developments. But near-term catalysts for both stocks should not be overlooked. NIO’s official opening of its Norway operations in two weeks and Fisker’s reveal of the Ocean SUV’s production version in November are expected to underpin additional upsides for their respective price performances in the next twelve months. This makes both stocks attractive options at current price levels for those looking to capitalize on their growth potentials.","news_type":1,"symbols_score_info":{"NIO":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889214777,"gmtCreate":1631150806699,"gmtModify":1676530480500,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Continue hold and buy for long&nbsp;","listText":"Continue hold and buy for long&nbsp;","text":"Continue hold and buy for 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closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815604585","repostId":"1125740533","repostType":2,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087911896933810","idStr":"4087911896933810"},"content":"Stay tune it means","text":"Stay tune it means","html":"Stay tune it means"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812295293,"gmtCreate":1630589431812,"gmtModify":1676530348612,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Something new","listText":"Something new","text":"Something new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812295293","repostId":"2164847718","repostType":4,"repost":{"id":"2164847718","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630588340,"share":"https://ttm.financial/m/news/2164847718?lang=en_US&edition=fundamental","pubTime":"2021-09-02 21:12","market":"us","language":"en","title":"Chevron to invest in Bunge soybean crushers to secure renewable feedstock","url":"https://stock-news.laohu8.com/highlight/detail?id=2164847718","media":"Reuters","summary":"Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities","content":"<p>Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.</p>\n<p>The investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.</p>\n<p>U.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.</p>\n<p>Chevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.</p>\n<p>Refiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.</p>\n<p>Chevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.</p>\n<p>Vegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.</p>\n<p>\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.</p>\n<p>Bunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.</p>\n<p>Nelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.</p>\n<p>Meanwhile, legislation is currently being considered that would make sustainable aviation fuel <a href=\"https://laohu8.com/S/SAF.UK\">$(SAF.UK)$</a> more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.</p>\n<p>Last month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.</p>\n<p>Unlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.</p>\n<p>\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.</p>\n<p>In July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.</p>\n<p>Soybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.</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>Chevron to invest in Bunge soybean crushers to secure renewable feedstock</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\">\nChevron to invest in Bunge soybean crushers to secure renewable feedstock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-02 21:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.</p>\n<p>The investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.</p>\n<p>U.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.</p>\n<p>Chevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.</p>\n<p>Refiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.</p>\n<p>Chevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.</p>\n<p>Vegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.</p>\n<p>\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.</p>\n<p>Bunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.</p>\n<p>Nelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.</p>\n<p>Meanwhile, legislation is currently being considered that would make sustainable aviation fuel <a href=\"https://laohu8.com/S/SAF.UK\">$(SAF.UK)$</a> more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.</p>\n<p>Last month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.</p>\n<p>Unlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.</p>\n<p>\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.</p>\n<p>In July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.</p>\n<p>Soybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BG":"邦吉","CVX":"雪佛龙"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164847718","content_text":"Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.\nThe investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.\nU.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.\nChevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.\nRefiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.\nChevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.\nVegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.\n\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.\nBunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.\nNelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.\nMeanwhile, legislation is currently being considered that would make sustainable aviation fuel $(SAF.UK)$ more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.\nLast month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.\nUnlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.\n\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.\nIn July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.\nSoybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.","news_type":1,"symbols_score_info":{"QMmain":0.9,"CVX":0.9,"BG":0.9,"ZLmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812295327,"gmtCreate":1630589385569,"gmtModify":1676530348604,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Misconduct?&nbsp;","listText":"Misconduct?&nbsp;","text":"Misconduct?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812295327","repostId":"2164843909","repostType":2,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818102012,"gmtCreate":1630380894036,"gmtModify":1676530286883,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Higher to highest&nbsp;","listText":"Higher to highest&nbsp;","text":"Higher to highest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818102012","repostId":"1181699797","repostType":2,"repost":{"id":"1181699797","kind":"news","pubTimestamp":1629991501,"share":"https://ttm.financial/m/news/1181699797?lang=en_US&edition=fundamental","pubTime":"2021-08-26 23:25","market":"us","language":"en","title":"3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to","url":"https://stock-news.laohu8.com/highlight/detail?id=1181699797","media":"Motley Fool","summary":"Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-dow","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Cathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.</li>\n <li>This beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.</li>\n <li>The stock is down 25% in the last month and is trading at a forward price-to-sales ratio of 17.</li>\n</ul>\n<p>As of this writing,<b>Roku</b>(NASDAQ:ROKU)&nbsp;is the third-largest holding in Cathie Wood's&nbsp;<b>ARK Innovation ETF</b>&nbsp;portfolio of stocks. The popular asset manager's fund holds over 3.2 million shares of the enabler of streaming content. That's a total value of almost $1.2 billion and makes up 5.4% of the portfolio.</p>\n<p>Roku's stock price is down 25% in the last month as the market has turned sour on so-called stay-at-home stocks that benefited during the pandemic. However, that could be a buying opportunity for long-term investors.</p>\n<p>Let's look at three reasons to buy this Cathie Wood favorite and one reason for caution.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60f745a9bfdad7ca6a5f3c3bc1009467\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. More content is shifting to streaming from linear TV</b></p>\n<p>More and more consumers are switching from linear TV connections to streaming content. Still, there is a long way to go before the transition runs its course. One estimate suggests in 18- to 45-year-olds, only 39% of their TV watching is streaming, highlighting that there is plenty of room for the shift to continue.</p>\n<p><b>2. Roku has a great operating system that customers love</b></p>\n<p>Roku enables this transition by selling hardware (streaming players) that connects TVs to its operating system. Additionally, it works with manufacturers to have its operating system built into TVs. Indeed, Roku is the leading operating system in TVs in the U.S. and Canada, and it's making good progress in Brazil and Mexico. Roku's system is proven to be reliable and reduces costs for manufacturers. Those features have helped Roku attract 55.1 million active accounts, up 28% from last year; a figure that is likely to grow as Roku continues its international expansion.</p>\n<p><b>3. Roku is expanding internationally</b></p>\n<p>The next market Roku will enter is Germany later this year. If Roku can match the success it's achieving in existing markets -- and there is no reason to think it won't -- it can continue to attract new customers. Indeed, the plan from management on international expansion is to keep doing more of the same, since it's working so well. During the&nbsp;second-quarter earnings call&nbsp;earlier this month, founder and CEO Anthony Wood commented:</p>\n<blockquote>\n In terms of growing active accounts globally, the strategy we're using is the same that worked for us well in the U.S., which is to focus on building active accounts, well, in terms of our business model internationally, it's to focus on building active accounts, engaging those users and then monetizing those users. And the way we are building active accounts is through selling our streaming players and licensing our operating system to TV manufacturers and coming to market with Roku TVs. Both of those are working well for us.\n</blockquote>\n<p><b>A concern? Roku's valuation is not cheap</b></p>\n<p>The one reason to be hesitant about Roku stock right now is that it isn't cheap, despite falling in value by 25% in the last month. It's trading at a forward price-to-sales ratio of 16.73, down from nearly 25 earlier in the year. To be sure, Roku has excellent long-run prospects. However, that might already be priced into the stock at this price. Furthermore, the company has challenges in the near term, such as the negative effects of economic reopenings and&nbsp;supply chain issues, which are causing shortages in materials and harming profit margins.</p>\n<p>All things considered, it may be prudent for investors to wait for an additional&nbsp;pullback&nbsp;in the stock price before accumulating shares in Roku. Or you could wait for supply chain issues and financial impacts from economic reopenings to play out before buying Roku&nbsp;stock.</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>3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.\nThe stock is down 25% in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181699797","content_text":"Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.\nThe stock is down 25% in the last month and is trading at a forward price-to-sales ratio of 17.\n\nAs of this writing,Roku(NASDAQ:ROKU) is the third-largest holding in Cathie Wood's ARK Innovation ETF portfolio of stocks. The popular asset manager's fund holds over 3.2 million shares of the enabler of streaming content. That's a total value of almost $1.2 billion and makes up 5.4% of the portfolio.\nRoku's stock price is down 25% in the last month as the market has turned sour on so-called stay-at-home stocks that benefited during the pandemic. However, that could be a buying opportunity for long-term investors.\nLet's look at three reasons to buy this Cathie Wood favorite and one reason for caution.\nIMAGE SOURCE: GETTY IMAGES.\n1. More content is shifting to streaming from linear TV\nMore and more consumers are switching from linear TV connections to streaming content. Still, there is a long way to go before the transition runs its course. One estimate suggests in 18- to 45-year-olds, only 39% of their TV watching is streaming, highlighting that there is plenty of room for the shift to continue.\n2. Roku has a great operating system that customers love\nRoku enables this transition by selling hardware (streaming players) that connects TVs to its operating system. Additionally, it works with manufacturers to have its operating system built into TVs. Indeed, Roku is the leading operating system in TVs in the U.S. and Canada, and it's making good progress in Brazil and Mexico. Roku's system is proven to be reliable and reduces costs for manufacturers. Those features have helped Roku attract 55.1 million active accounts, up 28% from last year; a figure that is likely to grow as Roku continues its international expansion.\n3. Roku is expanding internationally\nThe next market Roku will enter is Germany later this year. If Roku can match the success it's achieving in existing markets -- and there is no reason to think it won't -- it can continue to attract new customers. Indeed, the plan from management on international expansion is to keep doing more of the same, since it's working so well. During the second-quarter earnings call earlier this month, founder and CEO Anthony Wood commented:\n\n In terms of growing active accounts globally, the strategy we're using is the same that worked for us well in the U.S., which is to focus on building active accounts, well, in terms of our business model internationally, it's to focus on building active accounts, engaging those users and then monetizing those users. And the way we are building active accounts is through selling our streaming players and licensing our operating system to TV manufacturers and coming to market with Roku TVs. Both of those are working well for us.\n\nA concern? Roku's valuation is not cheap\nThe one reason to be hesitant about Roku stock right now is that it isn't cheap, despite falling in value by 25% in the last month. It's trading at a forward price-to-sales ratio of 16.73, down from nearly 25 earlier in the year. To be sure, Roku has excellent long-run prospects. However, that might already be priced into the stock at this price. Furthermore, the company has challenges in the near term, such as the negative effects of economic reopenings and supply chain issues, which are causing shortages in materials and harming profit margins.\nAll things considered, it may be prudent for investors to wait for an additional pullback in the stock price before accumulating shares in Roku. Or you could wait for supply chain issues and financial impacts from economic reopenings to play out before buying Roku stock.","news_type":1,"symbols_score_info":{"ROKU":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818109431,"gmtCreate":1630380577823,"gmtModify":1676530286783,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Out performing fund in 5 to 10 years","listText":"Out performing fund in 5 to 10 years","text":"Out performing fund in 5 to 10 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818109431","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=en_US&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FISV":"费哲金融服务","WFC":"富国银行","MA":"万事达","ADBE":"Adobe","GM":"通用汽车","V":"Visa","TWLO":"Twilio Inc","LBRDA":"Liberty Broadband Corporation - Class A"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1,"symbols_score_info":{"ADBE":0.9,"WFC":0.9,"GM":0.9,"V":0.9,"FISV":0.9,"TWLO":0.9,"MA":0.9,"LBRDA":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818377499,"gmtCreate":1630380401511,"gmtModify":1676530286751,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Looks good.. I have in my portfolio&nbsp;","listText":"Looks good.. I have in my portfolio&nbsp;","text":"Looks good.. I have in my portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818377499","repostId":"1131568820","repostType":2,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813544876,"gmtCreate":1630220151795,"gmtModify":1676530246440,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Climbing high","listText":"Climbing high","text":"Climbing high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813544876","repostId":"2162307887","repostType":2,"repost":{"id":"2162307887","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630096245,"share":"https://ttm.financial/m/news/2162307887?lang=en_US&edition=fundamental","pubTime":"2021-08-28 04:30","market":"us","language":"en","title":"BUZZ-U.S. stocks weekly: Scaling the summit","url":"https://stock-news.laohu8.com/highlight/detail?id=2162307887","media":"Reuters","summary":"** S&P 500    finishes week up 1.5%. SPX and the Nasdaq  scale new heights as Powell's remarks at vi","content":"<html><body><p>** S&amp;P 500    finishes week up 1.5%. SPX and the Nasdaq</p><p>  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears   </p><p>   ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party  </p><p>   ** Most sectors climb: Energy and financials soar, while defensive plays lose footing</p><p>   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico    </p><p>   ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&amp;P 500 Banks index    leaps 5%</p><p>   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%</p><p>   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%</p><p>   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast  </p><p>   ** Meanwhile, investors wait for the whites of inflation's eyes  </p><p>   ** SPX performance YTD:    </p><p>(Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)</p><p>((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))</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>BUZZ-U.S. stocks weekly: Scaling the summit</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\">\nBUZZ-U.S. stocks weekly: Scaling the summit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-28 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** S&amp;P 500    finishes week up 1.5%. SPX and the Nasdaq</p><p>  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears   </p><p>   ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party  </p><p>   ** Most sectors climb: Energy and financials soar, while defensive plays lose footing</p><p>   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico    </p><p>   ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&amp;P 500 Banks index    leaps 5%</p><p>   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%</p><p>   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%</p><p>   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast  </p><p>   ** Meanwhile, investors wait for the whites of inflation's eyes  </p><p>   ** SPX performance YTD:    </p><p>(Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)</p><p>((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXD":"两倍做空道琼30指数ETF-ProShares","CRM":"赛富时","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","AAL":"美国航空","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SJM":"斯马克",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","PFE":"辉瑞","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","MCHP":"微芯科技","SDOW":"三倍做空道指30ETF-ProShares","UAL":"联合大陆航空","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162307887","content_text":"** S&P 500    finishes week up 1.5%. SPX and the Nasdaq  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears      ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party     ** Most sectors climb: Energy and financials soar, while defensive plays lose footing   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico       ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&P 500 Banks index    leaps 5%   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . Salesforce.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast     ** Meanwhile, investors wait for the whites of inflation's eyes     ** SPX performance YTD:    (Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))","news_type":1,"symbols_score_info":{"DJX":0.6,"NQmain":0.6,"DDM":0.6,"SQQQ":0.6,"PSQ":0.6,"AAL":0.9,".IXIC":0.9,"CRM":0.9,"DOG":0.6,"QID":0.6,"DXD":0.6,"TQQQ":0.6,".DJI":0.9,"UAL":0.9,"MCHP":0.9,"MNQmain":0.6,"QQQ":0.6,".SPX":0.9,"SJM":0.9,"UDOW":0.6,"SDOW":0.6,"QLD":0.6,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813079448,"gmtCreate":1630116848284,"gmtModify":1676530228779,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I have realized some profit at 25.5","listText":"I have realized some profit at 25.5","text":"I have realized some profit at 25.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813079448","repostId":"1113000704","repostType":2,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":836598130,"gmtCreate":1629505565320,"gmtModify":1676530059710,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>from +16% to -8.29%&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>from +16% to -8.29%&nbsp;","text":"$2U(TWOU)$from +16% to -8.29%","images":[{"img":"https://static.tigerbbs.com/cb45b3d4a56861d041431090e44e1040","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":2,"link":"https://ttm.financial/post/836598130","isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"Continue dip and dive","text":"Continue dip and dive","html":"Continue dip and dive"},{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"Gear up soon","text":"Gear up soon","html":"Gear up soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891621656,"gmtCreate":1628387721275,"gmtModify":1703505627128,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements&nbsp;","text":"$Alibaba(BABA)$I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/891621656","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178773822,"gmtCreate":1626841428866,"gmtModify":1703766231133,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>the new normal way on virtual learning. Big potential for years to go&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>the new normal way on virtual learning. Big potential for years to go&nbsp;","text":"$2U(TWOU)$the new normal way on virtual learning. Big potential for years to go","images":[{"img":"https://static.tigerbbs.com/271bd4091d5c554a35fa79403131b74a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/178773822","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"The share plunge dip low now","text":"The share plunge dip low now","html":"The share plunge dip low now"},{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"Hope it goes up again","text":"Hope it goes up again","html":"Hope it goes up again"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889214777,"gmtCreate":1631150806699,"gmtModify":1676530480500,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Continue hold and buy for long&nbsp;","listText":"Continue hold and buy for long&nbsp;","text":"Continue hold and buy for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/889214777","repostId":"2166392072","repostType":4,"isVote":1,"tweetType":1,"viewCount":2798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815604585,"gmtCreate":1630672553047,"gmtModify":1676530372182,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Watch up closely&nbsp;","listText":"Watch up closely&nbsp;","text":"Watch up closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815604585","repostId":"1125740533","repostType":2,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"Stay tune it means","text":"Stay tune it means","html":"Stay tune it means"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818109431,"gmtCreate":1630380577823,"gmtModify":1676530286783,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Out performing fund in 5 to 10 years","listText":"Out performing fund in 5 to 10 years","text":"Out performing fund in 5 to 10 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818109431","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=en_US&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FISV":"费哲金融服务","WFC":"富国银行","MA":"万事达","ADBE":"Adobe","GM":"通用汽车","V":"Visa","TWLO":"Twilio Inc","LBRDA":"Liberty Broadband Corporation - Class A"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". 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