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2022-04-20

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2021-07-21

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652106507,"share":"https://ttm.financial/m/news/1149742566?lang=en_US&edition=fundamental","pubTime":"2022-05-09 22:28","market":"us","language":"en","title":"EV Stocks Tumbled in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149742566","media":"Tiger Newspress","summary":"Tesla, Rivian, Lucid, NIO, Xpeng, Li Auto, Arrival, Fisker, Nikola, Canoo and Lordstown fell between 4% and 15%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, Lucid, NIO, Xpeng, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Fisker, Nikola, Canoo and Lordstown fell between 4% and 15%.</p><p><img 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}\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\">\nEV Stocks Tumbled in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, Lucid, NIO, Xpeng, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Fisker, Nikola, Canoo and Lordstown fell between 4% and 15%.</p><p><img src=\"https://static.tigerbbs.com/6972e118ddeb394cddf1cdb169641caa\" tg-width=\"407\" tg-height=\"775\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149742566","content_text":"Tesla, Rivian, Lucid, NIO, Xpeng, Li Auto, Arrival, Fisker, Nikola, Canoo and Lordstown fell between 4% and 15%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"RIVN":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062108104,"gmtCreate":1652017349208,"gmtModify":1676535014124,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062108104","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","kind":"news","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=en_US&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</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>Tesla: Overvalued By 85.26% And Not A Technology Company</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\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063624134,"gmtCreate":1651463022966,"gmtModify":1676534911072,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063624134","repostId":"1176424262","repostType":4,"repost":{"id":"1176424262","kind":"news","pubTimestamp":1651444252,"share":"https://ttm.financial/m/news/1176424262?lang=en_US&edition=fundamental","pubTime":"2022-05-02 06:30","market":"us","language":"en","title":"FOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1176424262","media":"Barrons","summary":"Brandsrelease quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-fu","content":"<html><head></head><body><p>First-quarter earnings season continues this week, with more than 150 S&amp;P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision and Jobs Friday will be the economic-data highlights of the week.</p><p>The earnings parade begins with Clorox, Devon Energy, Expedia Group, and NXP Semiconductors on Monday, followed by a busy Tuesday: Advanced Micro Devices, Airbnb, Biogen, BP, DuPont, Marathon Petroleum, Paramount Global, Pfizer, and Starbucks all report.</p><p>Wednesday’s highlights will include Booking Holdings, CVS Health, eBay, Etsy, Moderna, and Uber Technologies. Then Anheuser-Busch InBev, ConocoPhillips, Illumina, Royal Caribbean Group, and Shell report on Thursday and Cigna and Under Armour close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/0346f6b43bcae4354ecc6df2af9a04f5\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/></p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday, when it will announce a monetary-policy decision. Market pricing overwhelming implies expectations of an interest-rate increase of half a percentage point, to a Fed Funds target range of 0.75% to 1%.</p><p>Economists will also be closely watching the Bureau of Labor Statistics’ April jobs report on Friday morning. The average forecast is for a gain of 375,000 nonfarm payrolls, compared with an increase of 431,000 in March.</p><p>Other economic data out this week will include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday, followed by the Services equivalent on Wednesday.</p><p><b>Monday 5/2</b></p><p>Arista Networks, Clorox, Coterra Energy, Devon Energy, Expedia Group, Moody’s, NXP Semiconductors, SolarEdge Technologies, and Williams Cos. report quarterly results.</p><p><b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 57.7 reading, roughly even with the March data.</p><p><b>Tuesday 5/3</b></p><p>Advanced Micro Devices, Airbnb, American International Group, Biogen, BP, Cummins, DuPont, Estée Lauder, Marathon Petroleum, Martin Marietta Materials, Molson Coors Beverage, Paramount Global, Pfizer, S&amp;P Global, and Starbucks announce earnings.</p><p><b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 11.4 million job openings on the last business day for March, 134,000 more than in February.</p><p><b>Wednesday 5/4</b></p><p><b>ADP releases its</b> National Employment Report for April. Economists forecast that the economy added 350,000 private-sector jobs, after a 455,000 rise in March. The total workforce has passed prepandemic levels.</p><p>AmerisourceBergen, APA, Booking Holdings, CF Industries, Corteva, CVS Health, eBay, Equinor, Etsy, Fortinet, Moderna, Novo Nordisk, Pioneer Natural Resources, Regeneron Pharmaceuticals, Trane Technologies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-funds rate to be at 3%-3.25% by the end of this year, as a hawkish Fed tries to catch up in its fight against the highest inflation readings in four decades.</p><p><b>The ISM releases</b> its Services Purchasing Managers’ Index for April. Expectations are for a 58.5 reading, slightly ahead of March’s 58.3 figure, and well above the 50 level, which indicates growth in the services sector.</p><p><b>Thursday 5/5</b></p><p>Air Products &amp; Chemicals, Anheuser-Busch InBev, Aptiv, Becton Dickinson, Cardinal Health, ConocoPhillips, Illumina, Intercontinental Exchange, Kellogg, McKesson, Metlife, Royal Caribbean Group, Sempra Energy, Shell, Vertex Pharmaceuticals, and Zoetis hold conference calls to discuss earnings.</p><p><b>Friday 5/6</b></p><p>Cigna, Enbridge, NRG Energy, and Under Armour report quarterly results.</p><p><b>The BLS releases</b> the jobs report for April. Economists forecast a gain of 375,000 jobs in nonfarm payrolls, compared with an increase of 431,000 in March. The unemployment rate is expected to remain unchanged at 3.6%, near historical lows. The labor market remains tight, as job openings continues to outpace job seekers.</p></body></html>","source":"lsy1601382232898","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>FOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season continues this week, with more than 150 S&P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision ...</p>\n\n<a href=\"https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","MPC":"马拉松原油","UA":"安德玛公司C类股","SBUX":"星巴克","BIIB":"渤健公司","UAA":"安德玛公司A类股","NXPI":"恩智浦","CI":"信诺保险","BP":"英国石油","DVN":"德文能源",".IXIC":"NASDAQ Composite","BKNG":"Booking Holdings","EBAY":"eBay","UBER":"优步",".DJI":"道琼斯","CLX":"高乐氏","DD":"杜邦","CVS":"西维斯健康","EXPE":"Expedia","RDS.A":"荷兰皇家壳牌石油A类股","COP":"康菲石油","MRNA":"Moderna, Inc.","AMD":"美国超微公司","PARA":"Paramount Global","RCL":"皇家加勒比邮轮","ETSY":"Etsy, Inc.","SEDG":"SolarEdge Technologies, Inc.","ILMN":"Illumina","PFE":"辉瑞",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176424262","content_text":"First-quarter earnings season continues this week, with more than 150 S&P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision and Jobs Friday will be the economic-data highlights of the week.The earnings parade begins with Clorox, Devon Energy, Expedia Group, and NXP Semiconductors on Monday, followed by a busy Tuesday: Advanced Micro Devices, Airbnb, Biogen, BP, DuPont, Marathon Petroleum, Paramount Global, Pfizer, and Starbucks all report.Wednesday’s highlights will include Booking Holdings, CVS Health, eBay, Etsy, Moderna, and Uber Technologies. Then Anheuser-Busch InBev, ConocoPhillips, Illumina, Royal Caribbean Group, and Shell report on Thursday and Cigna and Under Armour close the week on Friday.The Federal Open Market Committee concludes a two-day meeting on Wednesday, when it will announce a monetary-policy decision. Market pricing overwhelming implies expectations of an interest-rate increase of half a percentage point, to a Fed Funds target range of 0.75% to 1%.Economists will also be closely watching the Bureau of Labor Statistics’ April jobs report on Friday morning. The average forecast is for a gain of 375,000 nonfarm payrolls, compared with an increase of 431,000 in March.Other economic data out this week will include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday, followed by the Services equivalent on Wednesday.Monday 5/2Arista Networks, Clorox, Coterra Energy, Devon Energy, Expedia Group, Moody’s, NXP Semiconductors, SolarEdge Technologies, and Williams Cos. report quarterly results.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 57.7 reading, roughly even with the March data.Tuesday 5/3Advanced Micro Devices, Airbnb, American International Group, Biogen, BP, Cummins, DuPont, Estée Lauder, Marathon Petroleum, Martin Marietta Materials, Molson Coors Beverage, Paramount Global, Pfizer, S&P Global, and Starbucks announce earnings.The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 11.4 million job openings on the last business day for March, 134,000 more than in February.Wednesday 5/4ADP releases its National Employment Report for April. Economists forecast that the economy added 350,000 private-sector jobs, after a 455,000 rise in March. The total workforce has passed prepandemic levels.AmerisourceBergen, APA, Booking Holdings, CF Industries, Corteva, CVS Health, eBay, Equinor, Etsy, Fortinet, Moderna, Novo Nordisk, Pioneer Natural Resources, Regeneron Pharmaceuticals, Trane Technologies, Uber Technologies, and Yum! Brands release quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-funds rate to be at 3%-3.25% by the end of this year, as a hawkish Fed tries to catch up in its fight against the highest inflation readings in four decades.The ISM releases its Services Purchasing Managers’ Index for April. Expectations are for a 58.5 reading, slightly ahead of March’s 58.3 figure, and well above the 50 level, which indicates growth in the services sector.Thursday 5/5Air Products & Chemicals, Anheuser-Busch InBev, Aptiv, Becton Dickinson, Cardinal Health, ConocoPhillips, Illumina, Intercontinental Exchange, Kellogg, McKesson, Metlife, Royal Caribbean Group, Sempra Energy, Shell, Vertex Pharmaceuticals, and Zoetis hold conference calls to discuss earnings.Friday 5/6Cigna, Enbridge, NRG Energy, and Under Armour report quarterly results.The BLS releases the jobs report for April. Economists forecast a gain of 375,000 jobs in nonfarm payrolls, compared with an increase of 431,000 in March. The unemployment rate is expected to remain unchanged at 3.6%, near historical lows. The labor market remains tight, as job openings continues to outpace job seekers.","news_type":1,"symbols_score_info":{"NXPI":0.9,"CI":0.9,"UA":0.9,"MPC":0.9,"BIIB":0.9,".SPX":0.9,"BKNG":0.9,"MRNA":0.9,"ILMN":0.9,"RCL":0.9,"DD":0.9,"AMD":0.9,"UAA":0.9,"COP":0.9,"BP":0.9,"ETSY":0.9,"EBAY":0.9,"PARA":0.9,"CLX":0.9,"UBER":0.9,"CVS":0.9,"PFE":0.9,"SBUX":0.9,".DJI":0.9,"EXPE":0.9,"DVN":0.9,"SEDG":0.9,".IXIC":0.9,"ABNB":0.9,"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087422810,"gmtCreate":1651039986070,"gmtModify":1676534839594,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087422810","repostId":"1132789347","repostType":4,"isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084041906,"gmtCreate":1650782252140,"gmtModify":1676534792505,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084041906","repostId":"2229416577","repostType":4,"isVote":1,"tweetType":1,"viewCount":3568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085697739,"gmtCreate":1650684532583,"gmtModify":1676534777130,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085697739","repostId":"2229167207","repostType":4,"repost":{"id":"2229167207","kind":"highlight","pubTimestamp":1650679337,"share":"https://ttm.financial/m/news/2229167207?lang=en_US&edition=fundamental","pubTime":"2022-04-23 10:02","market":"us","language":"en","title":"Netflix Stumbles and Disney Takes Heat. Chill on the Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2229167207","media":"Barrons","summary":"Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% ","content":"<html><head></head><body><p>Netflix hasn&#39;t done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% <a href=\"https://laohu8.com/S/AONE.U\">one</a> back in January. The company has convinced 222 million customers worldwide to hand it an average of nearly $12 apiece each month -- no small feat.</p><p>It did that by creating a peerless streaming experience, reinventing how movies and shows are enjoyed, and, OK, burning through $9 billion over the past seven years to give customers more Hollywood pizazz than they were paying for.</p><p>That last part sounds like a bad thing, but if investors are rewarding you with an endlessly climbing stock price and cut-rate debt, you give them what they want: rapid subscriber growth. During the pandemic, tens of millions joined Netflix (ticker: NFLX) even as price increases took hold. Studio production froze for a while, lowering costs. Free cash flow turned solidly positive, until the company committed itself to billions more in content spending.</p><p>Meanwhile, we got way ahead of ourselves on the stock, at one moment in November bidding it up to $700. By &#34;we&#34; I mean not me, because I didn&#39;t buy the stock, but really, me a little, because I contribute to an index fund that mindlessly scoops it up at any price. Anyhow, that was a nutty price, briefly valuing the company at $318 billion. At the time, 2024 free cash flow was pegged at $5.6 billion -- a highly theoretical number that was based on the belief that scale would overtake spending, allowing Netflix to turn on the profitability.</p><p>But then Netflix&#39;s subscriber growth slowed to a trickle during the fourth quarter, and this past week we learned that it turned slightly negative in the first quarter. It&#39;s still positive if we adjust for turning off service to Russia, but not by nearly enough to justify the stock price. Anyway, Netflix predicts greater subscriber losses during the second quarter. Shares fell to $216.</p><p>The key here for the tempted is to not get Ackman-ed. Hedge fund investor Bill Ackman spent more than $1 billion on Netflix after the January plunge at what he called an &#34;attractive valuation.&#34; Then he sold this past week at a $400 million loss, writing to shareholders that growth has gotten &#34;extremely difficult to predict.&#34; He also wrote that he wouldn&#39;t be surprised if Netflix ended up being an excellent investment from here -- hedgies are going to hedge.</p><p>Netflix has a plan to return to growth. It estimates that there are 100 million viewers free-riding off shared passwords. If you&#39;re logging on to BoJackHorseman1980&#39;s guest profile to avoid putting up $10 a month for a basic account, I&#39;m guessing you&#39;re a price-sensitive consumer, and those are worth good money to advertisers. So, Netflix plans to add a lower-priced tier with commercials.</p><p>That&#39;s a sensible plan, says Tim Nollen at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Research, who pulled a reverse-Ackman by presciently downgrading Netflix to Underperform from Neutral after its January report. Discovery+, for one, has shown that cheap streaming plans with ads can bring in higher average revenue per user than pricier plans without ads. But Netflix says the shift will take up to two years. Maybe it&#39;s just setting beatable expectations, but creating an ad business is also a lot of work, says Nollen. &#34;You don&#39;t just hire a salesperson and start doing it,&#34; he says. &#34;There&#39;s a lot more infrastructure and technological capability and data management and all sorts of things that you have to do.&#34;</p><p>That $5.6 billion forecast in November for Netflix&#39;s 2024 free cash flow has now been trimmed to $3.5 billion, and it remains theoretical, but plenty feasible, in light of the company&#39;s current revenue base of around $30 billion a year. <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> (WBD), the recent spinoff from AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a> that includes HBO Max, is expected to generate $3.8 billion in free cash this year on $12.6 billion in revenue. Nollen says to buy that one, but he&#39;s staying bearish on Netflix for now. &#34;If I had a good sense that the inflection was coming,&#34; he says, &#34;that would probably get me more interested in the stock.&#34;</p><p>Walt Disney is crushing it financially at its U.S. theme parks. And its streaming services are growing nicely. But its stock is the worst-performing member of the Dow Jones Industrial Average over the past year, losing 33%.</p><p>One reason is that Netflix&#39;s struggles have investors tempering their long-term expectations for streaming in general. Another is that Disney is spending richly on content, which has turned it for now into a thinly profitable growth company, and such companies tend to get marked down as interest rates rise.</p><p>There&#39;s also a Florida showdown. This past week, lawmakers there passed a measure to eliminate Disney World&#39;s longstanding right to effectively provide its own municipal services and oversight, which opens more questions on logistics and costs than it answers.</p><p>Disney, siding with upset workers, had run afoul of Florida&#39;s Republican lawmakers and governor by speaking out against a new law that restricts &#34;instruction&#34; on matters of sexual preference and gender identity to &#34;age-appropriate&#34; discussions in older grades. It also halted political contributions, which in Florida had gone mostly to Republicans.</p><p>Critics say the new law is vaguely worded and pretends to fix a problem that doesn&#39;t exist in order to sow political division. Fans say it combats &#34;woke&#34; overreach and gives parents more control over schooling.</p><p>J.P. Morgan says that stock gains from here could require &#34;some relief of recent political headlines.&#34; BofA Securities says that a sum-of-the-parts analysis implies that Disney&#39;s streaming business is valued at a scant one times revenue.</p><p>I say...what do I say? That I&#39;m a few more words away from a two-week vacation. If I had to choose between the falling knife of Netflix and what is suddenly the political hot potato of Disney, I&#39;d grab the potato. But I&#39;d be more inclined to keep my hands in my pockets until things cool off.</p></body></html>","source":"lsy1601382232898","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>Netflix Stumbles and Disney Takes Heat. Chill on the Stocks.</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\">\nNetflix Stumbles and Disney Takes Heat. Chill on the Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% one back in January. The company has convinced 222 million customers worldwide to hand it an average...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","DIS":"迪士尼","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","T":"At&T","BK4566":"资本集团","WBD":"WARNER BROS DISCOVERY INC","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","NFLX":"奈飞","BK4507":"流媒体概念","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229167207","content_text":"Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% one back in January. The company has convinced 222 million customers worldwide to hand it an average of nearly $12 apiece each month -- no small feat.It did that by creating a peerless streaming experience, reinventing how movies and shows are enjoyed, and, OK, burning through $9 billion over the past seven years to give customers more Hollywood pizazz than they were paying for.That last part sounds like a bad thing, but if investors are rewarding you with an endlessly climbing stock price and cut-rate debt, you give them what they want: rapid subscriber growth. During the pandemic, tens of millions joined Netflix (ticker: NFLX) even as price increases took hold. Studio production froze for a while, lowering costs. Free cash flow turned solidly positive, until the company committed itself to billions more in content spending.Meanwhile, we got way ahead of ourselves on the stock, at one moment in November bidding it up to $700. By \"we\" I mean not me, because I didn't buy the stock, but really, me a little, because I contribute to an index fund that mindlessly scoops it up at any price. Anyhow, that was a nutty price, briefly valuing the company at $318 billion. At the time, 2024 free cash flow was pegged at $5.6 billion -- a highly theoretical number that was based on the belief that scale would overtake spending, allowing Netflix to turn on the profitability.But then Netflix's subscriber growth slowed to a trickle during the fourth quarter, and this past week we learned that it turned slightly negative in the first quarter. It's still positive if we adjust for turning off service to Russia, but not by nearly enough to justify the stock price. Anyway, Netflix predicts greater subscriber losses during the second quarter. Shares fell to $216.The key here for the tempted is to not get Ackman-ed. Hedge fund investor Bill Ackman spent more than $1 billion on Netflix after the January plunge at what he called an \"attractive valuation.\" Then he sold this past week at a $400 million loss, writing to shareholders that growth has gotten \"extremely difficult to predict.\" He also wrote that he wouldn't be surprised if Netflix ended up being an excellent investment from here -- hedgies are going to hedge.Netflix has a plan to return to growth. It estimates that there are 100 million viewers free-riding off shared passwords. If you're logging on to BoJackHorseman1980's guest profile to avoid putting up $10 a month for a basic account, I'm guessing you're a price-sensitive consumer, and those are worth good money to advertisers. So, Netflix plans to add a lower-priced tier with commercials.That's a sensible plan, says Tim Nollen at Macquarie Research, who pulled a reverse-Ackman by presciently downgrading Netflix to Underperform from Neutral after its January report. Discovery+, for one, has shown that cheap streaming plans with ads can bring in higher average revenue per user than pricier plans without ads. But Netflix says the shift will take up to two years. Maybe it's just setting beatable expectations, but creating an ad business is also a lot of work, says Nollen. \"You don't just hire a salesperson and start doing it,\" he says. \"There's a lot more infrastructure and technological capability and data management and all sorts of things that you have to do.\"That $5.6 billion forecast in November for Netflix's 2024 free cash flow has now been trimmed to $3.5 billion, and it remains theoretical, but plenty feasible, in light of the company's current revenue base of around $30 billion a year. Warner Bros. Discovery (WBD), the recent spinoff from AT&T $(T)$ that includes HBO Max, is expected to generate $3.8 billion in free cash this year on $12.6 billion in revenue. Nollen says to buy that one, but he's staying bearish on Netflix for now. \"If I had a good sense that the inflection was coming,\" he says, \"that would probably get me more interested in the stock.\"Walt Disney is crushing it financially at its U.S. theme parks. And its streaming services are growing nicely. But its stock is the worst-performing member of the Dow Jones Industrial Average over the past year, losing 33%.One reason is that Netflix's struggles have investors tempering their long-term expectations for streaming in general. Another is that Disney is spending richly on content, which has turned it for now into a thinly profitable growth company, and such companies tend to get marked down as interest rates rise.There's also a Florida showdown. This past week, lawmakers there passed a measure to eliminate Disney World's longstanding right to effectively provide its own municipal services and oversight, which opens more questions on logistics and costs than it answers.Disney, siding with upset workers, had run afoul of Florida's Republican lawmakers and governor by speaking out against a new law that restricts \"instruction\" on matters of sexual preference and gender identity to \"age-appropriate\" discussions in older grades. It also halted political contributions, which in Florida had gone mostly to Republicans.Critics say the new law is vaguely worded and pretends to fix a problem that doesn't exist in order to sow political division. Fans say it combats \"woke\" overreach and gives parents more control over schooling.J.P. Morgan says that stock gains from here could require \"some relief of recent political headlines.\" BofA Securities says that a sum-of-the-parts analysis implies that Disney's streaming business is valued at a scant one times revenue.I say...what do I say? That I'm a few more words away from a two-week vacation. If I had to choose between the falling knife of Netflix and what is suddenly the political hot potato of Disney, I'd grab the potato. But I'd be more inclined to keep my hands in my pockets until things cool off.","news_type":1,"symbols_score_info":{"NFLX":1,"WBD":0.9,"DIS":1,"QNETCN":0.6,"T":0.9}},"isVote":1,"tweetType":1,"viewCount":2682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086863737,"gmtCreate":1650434754094,"gmtModify":1676534723837,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086863737","repostId":"2228916468","repostType":4,"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088210271,"gmtCreate":1650346707883,"gmtModify":1676534702439,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a>[Like]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a>[Like]&nbsp;","text":"$GoPro(GPRO)$[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088210271","isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081122015,"gmtCreate":1650212487522,"gmtModify":1676534670157,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","text":"$Phunware, Inc.(PHUN)$:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081122015","isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081904160,"gmtCreate":1650175817606,"gmtModify":1676534663866,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","text":"$Phunware, Inc.(PHUN)$:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081904160","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083826944,"gmtCreate":1650093871188,"gmtModify":1676534646802,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"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/9083826944","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083828314,"gmtCreate":1650093788839,"gmtModify":1676534646801,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AZFL\">$Amazonas Florestal Ltd(AZFL)$</a>:(","listText":"<a href=\"https://ttm.financial/S/AZFL\">$Amazonas Florestal Ltd(AZFL)$</a>:(","text":"$Amazonas Florestal Ltd(AZFL)$:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083828314","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831089895,"gmtCreate":1629273221417,"gmtModify":1676529986424,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831089895","repostId":"1114320591","repostType":4,"repost":{"id":"1114320591","kind":"news","pubTimestamp":1629255336,"share":"https://ttm.financial/m/news/1114320591?lang=en_US&edition=fundamental","pubTime":"2021-08-18 10:55","market":"us","language":"en","title":"3 Stocks I'm Never Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1114320591","media":"Motley Fool","summary":"The best investors in the world swear by holding high-quality companies for decades on end. These stocks fit that bill.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Time plus patience adds up to wealth-building results in the stock market.</li>\n <li>These three business titans are leaders in their fields.</li>\n <li>They are also built to last for a very long time.</li>\n</ul>\n<p></p>\n<p>I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p>\n<p>Let me show you why I intend to hold&nbsp;<b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p>\n<p><b>1. Netflix</b></p>\n<p>First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in&nbsp;2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p>\n<p>Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p>\n<p>These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p>\n<p><b>2. Alphabet</b></p>\n<p>Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p>\n<p>By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p>\n<p>Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p>\n<p>If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p>\n<p><b>3. Walt Disney</b></p>\n<p>And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p>\n<p>The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p>\n<p>Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p>\n<p>The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p>\n<p>The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>The common denominator</b></p>\n<p>These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p>\n<p>Lots of&nbsp;time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p>\n<p>For example, an annual return of 10% -- in line with&nbsp;the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p>\n<p></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 Stocks I'm Never Selling</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 Stocks I'm Never Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOGL":"谷歌A","DIS":"迪士尼","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114320591","content_text":"Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.\nLet me show you why I intend to hold Netflix(NASDAQ:NFLX),Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and Walt Disney(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.\n1. Netflix\nFirst, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.\nGoing all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:\nNFLX REVENUE (TTM) DATA BY YCHARTS.\nNetflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.\nThese days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.\n2. Alphabet\nAlphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.\nBy 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.\nGoogle is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.\nIf the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.\nGOOGL REVENUE (TTM) DATA BY YCHARTS.\nAlphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.\n3. Walt Disney\nAnd then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.\nThe leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.\nTimes are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.\nThe company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.\nThe coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.\nIMAGE SOURCE: GETTY IMAGES.\nThe common denominator\nThese three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.\nLots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.\nFor example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.","news_type":1,"symbols_score_info":{"DIS":0.9,"GOOG":0.9,"GOOGL":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895886945,"gmtCreate":1628733405587,"gmtModify":1676529835579,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895886945","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892786699,"gmtCreate":1628689839511,"gmtModify":1676529822390,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892786699","repostId":"1101136291","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804527695,"gmtCreate":1627966422917,"gmtModify":1703498774058,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804527695","repostId":"1119293992","repostType":4,"repost":{"id":"1119293992","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627963162,"share":"https://ttm.financial/m/news/1119293992?lang=en_US&edition=fundamental","pubTime":"2021-08-03 11:59","market":"us","language":"en","title":"Google sets all-time records as search and YouTube profits soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1119293992","media":"Tiger Newspress","summary":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world","content":"<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p>\n<p>Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p>\n<p>The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p>\n<p>Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p>\n<p>Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p>\n<p>“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p>\n<p>Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p>\n<p>Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p>\n<p>In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p>\n<p>Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p>\n<p>Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p>\n<p>“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p>\n<h4>YouTube is a proven juggernaut</h4>\n<p>When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p>\n<p>YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p>\n<p>Take a look at some of the key points we've learned about YouTube's growth recently:</p>\n<p>Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p>\n<p>Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p>\n<p>YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p>\n<p>The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p>\n<p>It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p>\n<p>Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p>\n<p>But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p>\n<p>YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p>\n<p>More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</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>Google sets all-time records as search and YouTube profits soar</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\">\nGoogle sets all-time records as search and YouTube profits soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p>\n<p>Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p>\n<p>The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p>\n<p>Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p>\n<p>Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p>\n<p>“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p>\n<p>Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p>\n<p>Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p>\n<p>In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p>\n<p>Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p>\n<p>Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p>\n<p>“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p>\n<h4>YouTube is a proven juggernaut</h4>\n<p>When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p>\n<p>YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p>\n<p>Take a look at some of the key points we've learned about YouTube's growth recently:</p>\n<p>Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p>\n<p>Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p>\n<p>YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p>\n<p>The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p>\n<p>It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p>\n<p>Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p>\n<p>But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p>\n<p>YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p>\n<p>More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119293992","content_text":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.\nSecond-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.\nThe company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.\nIncome (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.\nDiluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.\n“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.\nAlphabet, which owns and operates Google, also published additional financials related to Google’s performance.\nGoogle advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.\nIn total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.\nGoogle Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.\nGoogle’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.\n“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.\nYouTube is a proven juggernaut\nWhen we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.\nYouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.\nTake a look at some of the key points we've learned about YouTube's growth recently:\nQuarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.\nAlso, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.\nYouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.\nThe company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"\nIt’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.\nNielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.\nBut Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.\nYouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.\nMore room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.","news_type":1,"symbols_score_info":{"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805727874,"gmtCreate":1627908806398,"gmtModify":1703497632911,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805727874","repostId":"1191057621","repostType":4,"repost":{"id":"1191057621","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627905199,"share":"https://ttm.financial/m/news/1191057621?lang=en_US&edition=fundamental","pubTime":"2021-08-02 19:53","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191057621","media":"Tiger Newspress","summary":"Futures rise amid earnings optimism; Dollar dips.\nSquare, Moderna, First Solar and more made the big","content":"<ul>\n <li>Futures rise amid earnings optimism; Dollar dips.</li>\n <li>Square, Moderna, First Solar and more made the biggest moves in the premarket.</li>\n <li>Treasuries steady; crude oil declines on China outlook.</li>\n</ul>\n<p>(August&nbsp;2)&nbsp;U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.</p>\n<p>U.S. S&amp;P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.</p>\n<p><img src=\"https://static.tigerbbs.com/ffb408f47638770562209367ca7ab1f1\" tg-width=\"1242\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>1)&nbsp;Square(SQ)</b> – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.</p>\n<p><b>2)&nbsp;Zoom Video(ZM) </b>– The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.</p>\n<p><b>3)&nbsp;General Electric(GE)</b> – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.</p>\n<p><b>4)&nbsp;Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX)</b> – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.</p>\n<p><b>5)&nbsp;Foot Locker(FL)</b> – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.</p>\n<p><b>6)&nbsp;Uber Technologies(UBER)</b> – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.</p>\n<p><b>7)&nbsp;Capri Holdings(CPRI)</b> – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.</p>\n<p><b>8)&nbsp;Discovery(DISCA)</b> – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.</p>\n<p><b>9)&nbsp;Robinhood(HOOD)</b> – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.</p>\n<p><b>10)&nbsp;Parker-Hannifin(PH)</b> – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.</p>\n<p><b>11)&nbsp;Li Auto(LI)</b> – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.</p>\n<p><b>12)&nbsp;First Solar(FSLR)</b> – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.</p>\n<p><b>In FX,</b>a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.</p>\n<ul>\n <li>AUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.</li>\n <li>CAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.</li>\n <li>SCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.</li>\n</ul>\n<p><b>In commodities,</b>WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.</p>\n<p><b>US Event Calendar</b></p>\n<ul>\n <li>9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1</li>\n <li>10am: June Construction Spending MoM, est. 0.5%, prior -0.3%</li>\n <li>10am: July ISM Manufacturing, est. 60.9, prior 60.6</li>\n</ul>","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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures rise amid earnings optimism; Dollar dips.</li>\n <li>Square, Moderna, First Solar and more made the biggest moves in the premarket.</li>\n <li>Treasuries steady; crude oil declines on China outlook.</li>\n</ul>\n<p>(August&nbsp;2)&nbsp;U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.</p>\n<p>U.S. S&amp;P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.</p>\n<p><img src=\"https://static.tigerbbs.com/ffb408f47638770562209367ca7ab1f1\" tg-width=\"1242\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>1)&nbsp;Square(SQ)</b> – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.</p>\n<p><b>2)&nbsp;Zoom Video(ZM) </b>– The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.</p>\n<p><b>3)&nbsp;General Electric(GE)</b> – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.</p>\n<p><b>4)&nbsp;Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX)</b> – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.</p>\n<p><b>5)&nbsp;Foot Locker(FL)</b> – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.</p>\n<p><b>6)&nbsp;Uber Technologies(UBER)</b> – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.</p>\n<p><b>7)&nbsp;Capri Holdings(CPRI)</b> – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.</p>\n<p><b>8)&nbsp;Discovery(DISCA)</b> – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.</p>\n<p><b>9)&nbsp;Robinhood(HOOD)</b> – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.</p>\n<p><b>10)&nbsp;Parker-Hannifin(PH)</b> – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.</p>\n<p><b>11)&nbsp;Li Auto(LI)</b> – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.</p>\n<p><b>12)&nbsp;First Solar(FSLR)</b> – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.</p>\n<p><b>In FX,</b>a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.</p>\n<ul>\n <li>AUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.</li>\n <li>CAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.</li>\n <li>SCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.</li>\n</ul>\n<p><b>In commodities,</b>WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.</p>\n<p><b>US Event Calendar</b></p>\n<ul>\n <li>9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1</li>\n <li>10am: June Construction Spending MoM, est. 0.5%, prior -0.3%</li>\n <li>10am: July ISM Manufacturing, est. 60.9, prior 60.6</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","HOOD":"Robinhood","DISCA":"探索传播","GE":"GE航空航天","PH":"汉尼汾","LI":"理想汽车","CPRI":"Capri Holdings Ltd","ZM":"Zoom","SPY":"标普500ETF","PFE":"辉瑞","UBER":"优步","FSLR":"第一太阳能","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191057621","content_text":"Futures rise amid earnings optimism; Dollar dips.\nSquare, Moderna, First Solar and more made the biggest moves in the premarket.\nTreasuries steady; crude oil declines on China outlook.\n\n(August 2) U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.\nU.S. S&P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.\n\nStocks making the biggest moves in the premarket:\n1) Square(SQ) – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.\n2) Zoom Video(ZM) – The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.\n3) General Electric(GE) – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.\n4) Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX) – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.\n5) Foot Locker(FL) – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.\n6) Uber Technologies(UBER) – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.\n7) Capri Holdings(CPRI) – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.\n8) Discovery(DISCA) – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.\n9) Robinhood(HOOD) – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.\n10) Parker-Hannifin(PH) – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.\n11) Li Auto(LI) – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.\n12) First Solar(FSLR) – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.\nIn FX,a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.\n\nAUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.\nCAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.\nSCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.\n\nIn commodities,WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.\nUS Event Calendar\n\n9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1\n10am: June Construction Spending MoM, est. 0.5%, prior -0.3%\n10am: July ISM Manufacturing, est. 60.9, prior 60.6","news_type":1,"symbols_score_info":{"GE":0.9,".IXIC":0.9,".SPX":0.9,"CPRI":0.9,"PFE":0.9,"HOOD":0.9,"BNTX":0.9,"DISCA":0.9,"FL":0.9,"UBER":0.9,"FSLR":0.9,"MRNA":0.9,"ZM":0.9,"SQ":0.9,".DJI":0.9,"SPY":0.9,"PH":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802339124,"gmtCreate":1627716050068,"gmtModify":1703495154457,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802339124","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","kind":"news","pubTimestamp":1627706886,"share":"https://ttm.financial/m/news/1167653033?lang=en_US&edition=fundamental","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch</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\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801405768,"gmtCreate":1627525945154,"gmtModify":1703491690265,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801405768","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://ttm.financial/m/news/1127264445?lang=en_US&edition=fundamental","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".SPX":0.9,"OEX":0.9,"SPY":0.9,"OEF":0.9,"ESmain":0.9,"SPXU":0.9,"SDS":0.9,"SSO":0.9,"UPRO":0.9,".DJI":0.9,"IVV":0.9,"SH":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9086863737,"gmtCreate":1650434754094,"gmtModify":1676534723837,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086863737","repostId":"2228916468","repostType":4,"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176847099,"gmtCreate":1626877601611,"gmtModify":1703479824576,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Pls like and comment. Tq","listText":"Pls like and comment. Tq","text":"Pls like and comment. Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176847099","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=en_US&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063624134,"gmtCreate":1651463022966,"gmtModify":1676534911072,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063624134","repostId":"1176424262","repostType":4,"repost":{"id":"1176424262","kind":"news","pubTimestamp":1651444252,"share":"https://ttm.financial/m/news/1176424262?lang=en_US&edition=fundamental","pubTime":"2022-05-02 06:30","market":"us","language":"en","title":"FOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1176424262","media":"Barrons","summary":"Brandsrelease quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-fu","content":"<html><head></head><body><p>First-quarter earnings season continues this week, with more than 150 S&amp;P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision and Jobs Friday will be the economic-data highlights of the week.</p><p>The earnings parade begins with Clorox, Devon Energy, Expedia Group, and NXP Semiconductors on Monday, followed by a busy Tuesday: Advanced Micro Devices, Airbnb, Biogen, BP, DuPont, Marathon Petroleum, Paramount Global, Pfizer, and Starbucks all report.</p><p>Wednesday’s highlights will include Booking Holdings, CVS Health, eBay, Etsy, Moderna, and Uber Technologies. Then Anheuser-Busch InBev, ConocoPhillips, Illumina, Royal Caribbean Group, and Shell report on Thursday and Cigna and Under Armour close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/0346f6b43bcae4354ecc6df2af9a04f5\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/></p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday, when it will announce a monetary-policy decision. Market pricing overwhelming implies expectations of an interest-rate increase of half a percentage point, to a Fed Funds target range of 0.75% to 1%.</p><p>Economists will also be closely watching the Bureau of Labor Statistics’ April jobs report on Friday morning. The average forecast is for a gain of 375,000 nonfarm payrolls, compared with an increase of 431,000 in March.</p><p>Other economic data out this week will include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday, followed by the Services equivalent on Wednesday.</p><p><b>Monday 5/2</b></p><p>Arista Networks, Clorox, Coterra Energy, Devon Energy, Expedia Group, Moody’s, NXP Semiconductors, SolarEdge Technologies, and Williams Cos. report quarterly results.</p><p><b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 57.7 reading, roughly even with the March data.</p><p><b>Tuesday 5/3</b></p><p>Advanced Micro Devices, Airbnb, American International Group, Biogen, BP, Cummins, DuPont, Estée Lauder, Marathon Petroleum, Martin Marietta Materials, Molson Coors Beverage, Paramount Global, Pfizer, S&amp;P Global, and Starbucks announce earnings.</p><p><b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 11.4 million job openings on the last business day for March, 134,000 more than in February.</p><p><b>Wednesday 5/4</b></p><p><b>ADP releases its</b> National Employment Report for April. Economists forecast that the economy added 350,000 private-sector jobs, after a 455,000 rise in March. The total workforce has passed prepandemic levels.</p><p>AmerisourceBergen, APA, Booking Holdings, CF Industries, Corteva, CVS Health, eBay, Equinor, Etsy, Fortinet, Moderna, Novo Nordisk, Pioneer Natural Resources, Regeneron Pharmaceuticals, Trane Technologies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-funds rate to be at 3%-3.25% by the end of this year, as a hawkish Fed tries to catch up in its fight against the highest inflation readings in four decades.</p><p><b>The ISM releases</b> its Services Purchasing Managers’ Index for April. Expectations are for a 58.5 reading, slightly ahead of March’s 58.3 figure, and well above the 50 level, which indicates growth in the services sector.</p><p><b>Thursday 5/5</b></p><p>Air Products &amp; Chemicals, Anheuser-Busch InBev, Aptiv, Becton Dickinson, Cardinal Health, ConocoPhillips, Illumina, Intercontinental Exchange, Kellogg, McKesson, Metlife, Royal Caribbean Group, Sempra Energy, Shell, Vertex Pharmaceuticals, and Zoetis hold conference calls to discuss earnings.</p><p><b>Friday 5/6</b></p><p>Cigna, Enbridge, NRG Energy, and Under Armour report quarterly results.</p><p><b>The BLS releases</b> the jobs report for April. Economists forecast a gain of 375,000 jobs in nonfarm payrolls, compared with an increase of 431,000 in March. The unemployment rate is expected to remain unchanged at 3.6%, near historical lows. The labor market remains tight, as job openings continues to outpace job seekers.</p></body></html>","source":"lsy1601382232898","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>FOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC Decision, April Jobs Numbers, First-Quarter Earnings, and More for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season continues this week, with more than 150 S&P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision ...</p>\n\n<a href=\"https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","MPC":"马拉松原油","UA":"安德玛公司C类股","SBUX":"星巴克","BIIB":"渤健公司","UAA":"安德玛公司A类股","NXPI":"恩智浦","CI":"信诺保险","BP":"英国石油","DVN":"德文能源",".IXIC":"NASDAQ Composite","BKNG":"Booking Holdings","EBAY":"eBay","UBER":"优步",".DJI":"道琼斯","CLX":"高乐氏","DD":"杜邦","CVS":"西维斯健康","EXPE":"Expedia","RDS.A":"荷兰皇家壳牌石油A类股","COP":"康菲石油","MRNA":"Moderna, Inc.","AMD":"美国超微公司","PARA":"Paramount Global","RCL":"皇家加勒比邮轮","ETSY":"Etsy, Inc.","SEDG":"SolarEdge Technologies, Inc.","ILMN":"Illumina","PFE":"辉瑞",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/fomc-decision-april-jobs-numbers-first-quarter-earnings-and-more-for-investors-to-watch-this-week-51651431612?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176424262","content_text":"First-quarter earnings season continues this week, with more than 150 S&P 500 companies scheduled to report their results for the first three months of 2022. A Federal Reserve interest-rate decision and Jobs Friday will be the economic-data highlights of the week.The earnings parade begins with Clorox, Devon Energy, Expedia Group, and NXP Semiconductors on Monday, followed by a busy Tuesday: Advanced Micro Devices, Airbnb, Biogen, BP, DuPont, Marathon Petroleum, Paramount Global, Pfizer, and Starbucks all report.Wednesday’s highlights will include Booking Holdings, CVS Health, eBay, Etsy, Moderna, and Uber Technologies. Then Anheuser-Busch InBev, ConocoPhillips, Illumina, Royal Caribbean Group, and Shell report on Thursday and Cigna and Under Armour close the week on Friday.The Federal Open Market Committee concludes a two-day meeting on Wednesday, when it will announce a monetary-policy decision. Market pricing overwhelming implies expectations of an interest-rate increase of half a percentage point, to a Fed Funds target range of 0.75% to 1%.Economists will also be closely watching the Bureau of Labor Statistics’ April jobs report on Friday morning. The average forecast is for a gain of 375,000 nonfarm payrolls, compared with an increase of 431,000 in March.Other economic data out this week will include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday, followed by the Services equivalent on Wednesday.Monday 5/2Arista Networks, Clorox, Coterra Energy, Devon Energy, Expedia Group, Moody’s, NXP Semiconductors, SolarEdge Technologies, and Williams Cos. report quarterly results.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 57.7 reading, roughly even with the March data.Tuesday 5/3Advanced Micro Devices, Airbnb, American International Group, Biogen, BP, Cummins, DuPont, Estée Lauder, Marathon Petroleum, Martin Marietta Materials, Molson Coors Beverage, Paramount Global, Pfizer, S&P Global, and Starbucks announce earnings.The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 11.4 million job openings on the last business day for March, 134,000 more than in February.Wednesday 5/4ADP releases its National Employment Report for April. Economists forecast that the economy added 350,000 private-sector jobs, after a 455,000 rise in March. The total workforce has passed prepandemic levels.AmerisourceBergen, APA, Booking Holdings, CF Industries, Corteva, CVS Health, eBay, Equinor, Etsy, Fortinet, Moderna, Novo Nordisk, Pioneer Natural Resources, Regeneron Pharmaceuticals, Trane Technologies, Uber Technologies, and Yum! Brands release quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The FOMC is widely expected to raise the federal-funds rate by half a percentage point to 0.75%-1%. The current Wall Street consensus calls for the federal-funds rate to be at 3%-3.25% by the end of this year, as a hawkish Fed tries to catch up in its fight against the highest inflation readings in four decades.The ISM releases its Services Purchasing Managers’ Index for April. Expectations are for a 58.5 reading, slightly ahead of March’s 58.3 figure, and well above the 50 level, which indicates growth in the services sector.Thursday 5/5Air Products & Chemicals, Anheuser-Busch InBev, Aptiv, Becton Dickinson, Cardinal Health, ConocoPhillips, Illumina, Intercontinental Exchange, Kellogg, McKesson, Metlife, Royal Caribbean Group, Sempra Energy, Shell, Vertex Pharmaceuticals, and Zoetis hold conference calls to discuss earnings.Friday 5/6Cigna, Enbridge, NRG Energy, and Under Armour report quarterly results.The BLS releases the jobs report for April. Economists forecast a gain of 375,000 jobs in nonfarm payrolls, compared with an increase of 431,000 in March. The unemployment rate is expected to remain unchanged at 3.6%, near historical lows. The labor market remains tight, as job openings continues to outpace job seekers.","news_type":1,"symbols_score_info":{"NXPI":0.9,"CI":0.9,"UA":0.9,"MPC":0.9,"BIIB":0.9,".SPX":0.9,"BKNG":0.9,"MRNA":0.9,"ILMN":0.9,"RCL":0.9,"DD":0.9,"AMD":0.9,"UAA":0.9,"COP":0.9,"BP":0.9,"ETSY":0.9,"EBAY":0.9,"PARA":0.9,"CLX":0.9,"UBER":0.9,"CVS":0.9,"PFE":0.9,"SBUX":0.9,".DJI":0.9,"EXPE":0.9,"DVN":0.9,"SEDG":0.9,".IXIC":0.9,"ABNB":0.9,"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081122015,"gmtCreate":1650212487522,"gmtModify":1676534670157,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>:(","text":"$Phunware, Inc.(PHUN)$:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081122015","isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804527695,"gmtCreate":1627966422917,"gmtModify":1703498774058,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804527695","repostId":"1119293992","repostType":4,"repost":{"id":"1119293992","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627963162,"share":"https://ttm.financial/m/news/1119293992?lang=en_US&edition=fundamental","pubTime":"2021-08-03 11:59","market":"us","language":"en","title":"Google sets all-time records as search and YouTube profits soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1119293992","media":"Tiger Newspress","summary":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world","content":"<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p>\n<p>Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p>\n<p>The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p>\n<p>Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p>\n<p>Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p>\n<p>“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p>\n<p>Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p>\n<p>Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p>\n<p>In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p>\n<p>Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p>\n<p>Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p>\n<p>“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p>\n<h4>YouTube is a proven juggernaut</h4>\n<p>When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p>\n<p>YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p>\n<p>Take a look at some of the key points we've learned about YouTube's growth recently:</p>\n<p>Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p>\n<p>Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p>\n<p>YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p>\n<p>The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p>\n<p>It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p>\n<p>Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p>\n<p>But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p>\n<p>YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p>\n<p>More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</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>Google sets all-time records as search and YouTube profits soar</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\">\nGoogle sets all-time records as search and YouTube profits soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p>\n<p>Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p>\n<p>The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p>\n<p>Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p>\n<p>Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p>\n<p>“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p>\n<p>Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p>\n<p>Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p>\n<p>In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p>\n<p>Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p>\n<p>Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p>\n<p>“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p>\n<h4>YouTube is a proven juggernaut</h4>\n<p>When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p>\n<p>YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p>\n<p>Take a look at some of the key points we've learned about YouTube's growth recently:</p>\n<p>Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p>\n<p>Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p>\n<p>YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p>\n<p>The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p>\n<p>It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p>\n<p>Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p>\n<p>But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p>\n<p>YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p>\n<p>More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119293992","content_text":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.\nSecond-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.\nThe company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.\nIncome (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.\nDiluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.\n“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.\nAlphabet, which owns and operates Google, also published additional financials related to Google’s performance.\nGoogle advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.\nIn total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.\nGoogle Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.\nGoogle’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.\n“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.\nYouTube is a proven juggernaut\nWhen we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.\nYouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.\nTake a look at some of the key points we've learned about YouTube's growth recently:\nQuarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.\nAlso, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.\nYouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.\nThe company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"\nIt’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.\nNielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.\nBut Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.\nYouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.\nMore room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.","news_type":1,"symbols_score_info":{"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174077681,"gmtCreate":1627055052643,"gmtModify":1703483544394,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhhh","listText":"Ohhhhh","text":"Ohhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174077681","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://ttm.financial/m/news/1124707956?lang=en_US&edition=fundamental","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p>\n<p>As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p>\n<p>Some more observations from Goldman Prime on the post-bottom action:</p>\n<ul>\n <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>\n <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>\n <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>\n <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li>\n</ul>\n<ol>\n <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>\n <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li>\n</ol>\n<ul>\n <li><p><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p></li>\n <li><p><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p></li>\n</ul>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p>\n<p>What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p>\n<p><b>Yesterday (July 20th)</b></p>\n<ul>\n <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>\n <li>Systematic LS -0.2%</li>\n</ul>\n<p><b>July MTD</b></p>\n<ul>\n <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>\n <li>Systematic LS +1.5%</li>\n</ul>\n<p><b>2021 YTD</b></p>\n<ul>\n <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>\n <li>Systematic LS +12.2%</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p>\n<p><img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p>\n<p></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>Hedge Funds Dump The Rally After Buying The Dip</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\">\nHedge Funds Dump The Rally After Buying The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175349601,"gmtCreate":1627009224503,"gmtModify":1703482372683,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Like and comment ty","listText":"Like and comment ty","text":"Like and comment ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/175349601","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085697739,"gmtCreate":1650684532583,"gmtModify":1676534777130,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085697739","repostId":"2229167207","repostType":4,"repost":{"id":"2229167207","kind":"highlight","pubTimestamp":1650679337,"share":"https://ttm.financial/m/news/2229167207?lang=en_US&edition=fundamental","pubTime":"2022-04-23 10:02","market":"us","language":"en","title":"Netflix Stumbles and Disney Takes Heat. Chill on the Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2229167207","media":"Barrons","summary":"Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% ","content":"<html><head></head><body><p>Netflix hasn&#39;t done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% <a href=\"https://laohu8.com/S/AONE.U\">one</a> back in January. The company has convinced 222 million customers worldwide to hand it an average of nearly $12 apiece each month -- no small feat.</p><p>It did that by creating a peerless streaming experience, reinventing how movies and shows are enjoyed, and, OK, burning through $9 billion over the past seven years to give customers more Hollywood pizazz than they were paying for.</p><p>That last part sounds like a bad thing, but if investors are rewarding you with an endlessly climbing stock price and cut-rate debt, you give them what they want: rapid subscriber growth. During the pandemic, tens of millions joined Netflix (ticker: NFLX) even as price increases took hold. Studio production froze for a while, lowering costs. Free cash flow turned solidly positive, until the company committed itself to billions more in content spending.</p><p>Meanwhile, we got way ahead of ourselves on the stock, at one moment in November bidding it up to $700. By &#34;we&#34; I mean not me, because I didn&#39;t buy the stock, but really, me a little, because I contribute to an index fund that mindlessly scoops it up at any price. Anyhow, that was a nutty price, briefly valuing the company at $318 billion. At the time, 2024 free cash flow was pegged at $5.6 billion -- a highly theoretical number that was based on the belief that scale would overtake spending, allowing Netflix to turn on the profitability.</p><p>But then Netflix&#39;s subscriber growth slowed to a trickle during the fourth quarter, and this past week we learned that it turned slightly negative in the first quarter. It&#39;s still positive if we adjust for turning off service to Russia, but not by nearly enough to justify the stock price. Anyway, Netflix predicts greater subscriber losses during the second quarter. Shares fell to $216.</p><p>The key here for the tempted is to not get Ackman-ed. Hedge fund investor Bill Ackman spent more than $1 billion on Netflix after the January plunge at what he called an &#34;attractive valuation.&#34; Then he sold this past week at a $400 million loss, writing to shareholders that growth has gotten &#34;extremely difficult to predict.&#34; He also wrote that he wouldn&#39;t be surprised if Netflix ended up being an excellent investment from here -- hedgies are going to hedge.</p><p>Netflix has a plan to return to growth. It estimates that there are 100 million viewers free-riding off shared passwords. If you&#39;re logging on to BoJackHorseman1980&#39;s guest profile to avoid putting up $10 a month for a basic account, I&#39;m guessing you&#39;re a price-sensitive consumer, and those are worth good money to advertisers. So, Netflix plans to add a lower-priced tier with commercials.</p><p>That&#39;s a sensible plan, says Tim Nollen at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Research, who pulled a reverse-Ackman by presciently downgrading Netflix to Underperform from Neutral after its January report. Discovery+, for one, has shown that cheap streaming plans with ads can bring in higher average revenue per user than pricier plans without ads. But Netflix says the shift will take up to two years. Maybe it&#39;s just setting beatable expectations, but creating an ad business is also a lot of work, says Nollen. &#34;You don&#39;t just hire a salesperson and start doing it,&#34; he says. &#34;There&#39;s a lot more infrastructure and technological capability and data management and all sorts of things that you have to do.&#34;</p><p>That $5.6 billion forecast in November for Netflix&#39;s 2024 free cash flow has now been trimmed to $3.5 billion, and it remains theoretical, but plenty feasible, in light of the company&#39;s current revenue base of around $30 billion a year. <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> (WBD), the recent spinoff from AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a> that includes HBO Max, is expected to generate $3.8 billion in free cash this year on $12.6 billion in revenue. Nollen says to buy that one, but he&#39;s staying bearish on Netflix for now. &#34;If I had a good sense that the inflection was coming,&#34; he says, &#34;that would probably get me more interested in the stock.&#34;</p><p>Walt Disney is crushing it financially at its U.S. theme parks. And its streaming services are growing nicely. But its stock is the worst-performing member of the Dow Jones Industrial Average over the past year, losing 33%.</p><p>One reason is that Netflix&#39;s struggles have investors tempering their long-term expectations for streaming in general. Another is that Disney is spending richly on content, which has turned it for now into a thinly profitable growth company, and such companies tend to get marked down as interest rates rise.</p><p>There&#39;s also a Florida showdown. This past week, lawmakers there passed a measure to eliminate Disney World&#39;s longstanding right to effectively provide its own municipal services and oversight, which opens more questions on logistics and costs than it answers.</p><p>Disney, siding with upset workers, had run afoul of Florida&#39;s Republican lawmakers and governor by speaking out against a new law that restricts &#34;instruction&#34; on matters of sexual preference and gender identity to &#34;age-appropriate&#34; discussions in older grades. It also halted political contributions, which in Florida had gone mostly to Republicans.</p><p>Critics say the new law is vaguely worded and pretends to fix a problem that doesn&#39;t exist in order to sow political division. Fans say it combats &#34;woke&#34; overreach and gives parents more control over schooling.</p><p>J.P. Morgan says that stock gains from here could require &#34;some relief of recent political headlines.&#34; BofA Securities says that a sum-of-the-parts analysis implies that Disney&#39;s streaming business is valued at a scant one times revenue.</p><p>I say...what do I say? That I&#39;m a few more words away from a two-week vacation. If I had to choose between the falling knife of Netflix and what is suddenly the political hot potato of Disney, I&#39;d grab the potato. But I&#39;d be more inclined to keep my hands in my pockets until things cool off.</p></body></html>","source":"lsy1601382232898","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>Netflix Stumbles and Disney Takes Heat. Chill on the Stocks.</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\">\nNetflix Stumbles and Disney Takes Heat. Chill on the Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% one back in January. The company has convinced 222 million customers worldwide to hand it an average...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","DIS":"迪士尼","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","T":"At&T","BK4566":"资本集团","WBD":"WARNER BROS DISCOVERY INC","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","NFLX":"奈飞","BK4507":"流媒体概念","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.barrons.com/articles/netflix-disney-stock-should-you-buy-now-51650662671?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229167207","content_text":"Netflix hasn't done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% one back in January. The company has convinced 222 million customers worldwide to hand it an average of nearly $12 apiece each month -- no small feat.It did that by creating a peerless streaming experience, reinventing how movies and shows are enjoyed, and, OK, burning through $9 billion over the past seven years to give customers more Hollywood pizazz than they were paying for.That last part sounds like a bad thing, but if investors are rewarding you with an endlessly climbing stock price and cut-rate debt, you give them what they want: rapid subscriber growth. During the pandemic, tens of millions joined Netflix (ticker: NFLX) even as price increases took hold. Studio production froze for a while, lowering costs. Free cash flow turned solidly positive, until the company committed itself to billions more in content spending.Meanwhile, we got way ahead of ourselves on the stock, at one moment in November bidding it up to $700. By \"we\" I mean not me, because I didn't buy the stock, but really, me a little, because I contribute to an index fund that mindlessly scoops it up at any price. Anyhow, that was a nutty price, briefly valuing the company at $318 billion. At the time, 2024 free cash flow was pegged at $5.6 billion -- a highly theoretical number that was based on the belief that scale would overtake spending, allowing Netflix to turn on the profitability.But then Netflix's subscriber growth slowed to a trickle during the fourth quarter, and this past week we learned that it turned slightly negative in the first quarter. It's still positive if we adjust for turning off service to Russia, but not by nearly enough to justify the stock price. Anyway, Netflix predicts greater subscriber losses during the second quarter. Shares fell to $216.The key here for the tempted is to not get Ackman-ed. Hedge fund investor Bill Ackman spent more than $1 billion on Netflix after the January plunge at what he called an \"attractive valuation.\" Then he sold this past week at a $400 million loss, writing to shareholders that growth has gotten \"extremely difficult to predict.\" He also wrote that he wouldn't be surprised if Netflix ended up being an excellent investment from here -- hedgies are going to hedge.Netflix has a plan to return to growth. It estimates that there are 100 million viewers free-riding off shared passwords. If you're logging on to BoJackHorseman1980's guest profile to avoid putting up $10 a month for a basic account, I'm guessing you're a price-sensitive consumer, and those are worth good money to advertisers. So, Netflix plans to add a lower-priced tier with commercials.That's a sensible plan, says Tim Nollen at Macquarie Research, who pulled a reverse-Ackman by presciently downgrading Netflix to Underperform from Neutral after its January report. Discovery+, for one, has shown that cheap streaming plans with ads can bring in higher average revenue per user than pricier plans without ads. But Netflix says the shift will take up to two years. Maybe it's just setting beatable expectations, but creating an ad business is also a lot of work, says Nollen. \"You don't just hire a salesperson and start doing it,\" he says. \"There's a lot more infrastructure and technological capability and data management and all sorts of things that you have to do.\"That $5.6 billion forecast in November for Netflix's 2024 free cash flow has now been trimmed to $3.5 billion, and it remains theoretical, but plenty feasible, in light of the company's current revenue base of around $30 billion a year. Warner Bros. Discovery (WBD), the recent spinoff from AT&T $(T)$ that includes HBO Max, is expected to generate $3.8 billion in free cash this year on $12.6 billion in revenue. Nollen says to buy that one, but he's staying bearish on Netflix for now. \"If I had a good sense that the inflection was coming,\" he says, \"that would probably get me more interested in the stock.\"Walt Disney is crushing it financially at its U.S. theme parks. And its streaming services are growing nicely. But its stock is the worst-performing member of the Dow Jones Industrial Average over the past year, losing 33%.One reason is that Netflix's struggles have investors tempering their long-term expectations for streaming in general. Another is that Disney is spending richly on content, which has turned it for now into a thinly profitable growth company, and such companies tend to get marked down as interest rates rise.There's also a Florida showdown. This past week, lawmakers there passed a measure to eliminate Disney World's longstanding right to effectively provide its own municipal services and oversight, which opens more questions on logistics and costs than it answers.Disney, siding with upset workers, had run afoul of Florida's Republican lawmakers and governor by speaking out against a new law that restricts \"instruction\" on matters of sexual preference and gender identity to \"age-appropriate\" discussions in older grades. It also halted political contributions, which in Florida had gone mostly to Republicans.Critics say the new law is vaguely worded and pretends to fix a problem that doesn't exist in order to sow political division. Fans say it combats \"woke\" overreach and gives parents more control over schooling.J.P. Morgan says that stock gains from here could require \"some relief of recent political headlines.\" BofA Securities says that a sum-of-the-parts analysis implies that Disney's streaming business is valued at a scant one times revenue.I say...what do I say? That I'm a few more words away from a two-week vacation. If I had to choose between the falling knife of Netflix and what is suddenly the political hot potato of Disney, I'd grab the potato. But I'd be more inclined to keep my hands in my pockets until things cool off.","news_type":1,"symbols_score_info":{"NFLX":1,"WBD":0.9,"DIS":1,"QNETCN":0.6,"T":0.9}},"isVote":1,"tweetType":1,"viewCount":2682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805727874,"gmtCreate":1627908806398,"gmtModify":1703497632911,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805727874","repostId":"1191057621","repostType":4,"repost":{"id":"1191057621","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627905199,"share":"https://ttm.financial/m/news/1191057621?lang=en_US&edition=fundamental","pubTime":"2021-08-02 19:53","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191057621","media":"Tiger Newspress","summary":"Futures rise amid earnings optimism; Dollar dips.\nSquare, Moderna, First Solar and more made the big","content":"<ul>\n <li>Futures rise amid earnings optimism; Dollar dips.</li>\n <li>Square, Moderna, First Solar and more made the biggest moves in the premarket.</li>\n <li>Treasuries steady; crude oil declines on China outlook.</li>\n</ul>\n<p>(August&nbsp;2)&nbsp;U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.</p>\n<p>U.S. S&amp;P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.</p>\n<p><img src=\"https://static.tigerbbs.com/ffb408f47638770562209367ca7ab1f1\" tg-width=\"1242\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>1)&nbsp;Square(SQ)</b> – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.</p>\n<p><b>2)&nbsp;Zoom Video(ZM) </b>– The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.</p>\n<p><b>3)&nbsp;General Electric(GE)</b> – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.</p>\n<p><b>4)&nbsp;Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX)</b> – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.</p>\n<p><b>5)&nbsp;Foot Locker(FL)</b> – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.</p>\n<p><b>6)&nbsp;Uber Technologies(UBER)</b> – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.</p>\n<p><b>7)&nbsp;Capri Holdings(CPRI)</b> – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.</p>\n<p><b>8)&nbsp;Discovery(DISCA)</b> – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.</p>\n<p><b>9)&nbsp;Robinhood(HOOD)</b> – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.</p>\n<p><b>10)&nbsp;Parker-Hannifin(PH)</b> – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.</p>\n<p><b>11)&nbsp;Li Auto(LI)</b> – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.</p>\n<p><b>12)&nbsp;First Solar(FSLR)</b> – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.</p>\n<p><b>In FX,</b>a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.</p>\n<ul>\n <li>AUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.</li>\n <li>CAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.</li>\n <li>SCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.</li>\n</ul>\n<p><b>In commodities,</b>WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.</p>\n<p><b>US Event Calendar</b></p>\n<ul>\n <li>9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1</li>\n <li>10am: June Construction Spending MoM, est. 0.5%, prior -0.3%</li>\n <li>10am: July ISM Manufacturing, est. 60.9, prior 60.6</li>\n</ul>","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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures rise amid earnings optimism; Dollar dips.</li>\n <li>Square, Moderna, First Solar and more made the biggest moves in the premarket.</li>\n <li>Treasuries steady; crude oil declines on China outlook.</li>\n</ul>\n<p>(August&nbsp;2)&nbsp;U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.</p>\n<p>U.S. S&amp;P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.</p>\n<p><img src=\"https://static.tigerbbs.com/ffb408f47638770562209367ca7ab1f1\" tg-width=\"1242\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>1)&nbsp;Square(SQ)</b> – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.</p>\n<p><b>2)&nbsp;Zoom Video(ZM) </b>– The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.</p>\n<p><b>3)&nbsp;General Electric(GE)</b> – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.</p>\n<p><b>4)&nbsp;Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX)</b> – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.</p>\n<p><b>5)&nbsp;Foot Locker(FL)</b> – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.</p>\n<p><b>6)&nbsp;Uber Technologies(UBER)</b> – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.</p>\n<p><b>7)&nbsp;Capri Holdings(CPRI)</b> – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.</p>\n<p><b>8)&nbsp;Discovery(DISCA)</b> – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.</p>\n<p><b>9)&nbsp;Robinhood(HOOD)</b> – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.</p>\n<p><b>10)&nbsp;Parker-Hannifin(PH)</b> – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.</p>\n<p><b>11)&nbsp;Li Auto(LI)</b> – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.</p>\n<p><b>12)&nbsp;First Solar(FSLR)</b> – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.</p>\n<p><b>In FX,</b>a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.</p>\n<ul>\n <li>AUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.</li>\n <li>CAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.</li>\n <li>SCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.</li>\n</ul>\n<p><b>In commodities,</b>WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.</p>\n<p><b>US Event Calendar</b></p>\n<ul>\n <li>9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1</li>\n <li>10am: June Construction Spending MoM, est. 0.5%, prior -0.3%</li>\n <li>10am: July ISM Manufacturing, est. 60.9, prior 60.6</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","HOOD":"Robinhood","DISCA":"探索传播","GE":"GE航空航天","PH":"汉尼汾","LI":"理想汽车","CPRI":"Capri Holdings Ltd","ZM":"Zoom","SPY":"标普500ETF","PFE":"辉瑞","UBER":"优步","FSLR":"第一太阳能","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191057621","content_text":"Futures rise amid earnings optimism; Dollar dips.\nSquare, Moderna, First Solar and more made the biggest moves in the premarket.\nTreasuries steady; crude oil declines on China outlook.\n\n(August 2) U.S. index futures gained along with European stocks as upbeat earnings and a surge in corporatedealmakinglifted sentiment, offsetting lingering concerns over China’s regulatory crackdown and the spread of the delta virus variant.\nU.S. S&P 500 E-minis were up 19.5 points, or 0.44%, at 07:52 a.m. ET. Dow E-minis gained 118 points, or 0.34%, while Nasdaq 100 E-minis rose 66.75 points, or 0.45%.\n\nStocks making the biggest moves in the premarket:\n1) Square(SQ) – The digital payments company agreed to buy Australia’s Afterpayfor about $29 billion in stock, representing a roughly 30% premium for Afterpay shareholders. Square shares fell 4.8% in the premarket, but news of the deal boosted shares of U.S.-based payment companyAffirm(AFRM) by 8.2%.\n2) Zoom Video(ZM) – The video conferencing companyagreed to pay $85 millionto settle a lawsuit accusing it violated the privacy rights of users. It also agreed to beef up its security practices to prevent so-called “Zoombombing,” where hackers disrupted Zoom meetings.\n3) General Electric(GE) – GE has completed its previously announced one-for-eight reverse stock split and will begin trading on a post-split basis today.\n4) Moderna(MRNA),Pfizer(PFE),BioNTech(BNTX) – Moderna and Pfizer both raised prices for their Covid-19 vaccines in their latest supply contracts, according to the Financial Times. Additionally, The Wall Street Journal reported that the Food and Drug Administration is under pressure to give both vaccines full approval and that this could happen within the next month for Pfizer and partner BioNTech. Moderna rose 2.5% in the premarket, Pfizer gained 1%, while BioNTech surged 5.1%.\n5) Foot Locker(FL) – The athletic footwear and apparel retailer announced a deal to buy California-based shoe store chain WSS for $750 million and Japan-based streetwear brand Atmos for $360 million.\n6) Uber Technologies(UBER) – Shares of Uber gained 1.1% in premarket trading after Gordon Haskett Research Advisors initiated coverage with a “buy” rating. Haskett called Uber a company that is continually engraining itself in the everyday lives of consumers through its ride-hailing and food delivery services.\n7) Capri Holdings(CPRI) – Capri rose 1.2% in the premarket following an upgrade to “buy” from “neutral” at MKM Partners, which noted a string of better than expected quarters for the company behind brands like Michael Kors and Versace. MKM also cited an overall improvement in the luxury goods sector.\n8) Discovery(DISCA) – Discovery is in informal talks about a potential bid for British state-owned broadcaster Channel 4, according to Britain’s Telegraph newspaper.\n9) Robinhood(HOOD) – More than 300,000 users of the stock trading app bought shares in Robinhood’s initial public offering last week, according to The Wall Street Journal. That represents about 1.3% of the company’s funded account base. Robinhood added 1.5% in premarket trading.\n10) Parker-Hannifin(PH) – The maker of motion control technology and other industrial products is buying British rival Meggitt for about $8.8 billion in cash. Parker-Hannifin shares fell 2.2% in premarket action.\n11) Li Auto(LI) – The China-based electric vehicle maker delivered 8,589 vehicles in July, an increase of 125% compared to July 2020. Li’s U.S.-based shares surged 4.3% in the premarket.\n12) First Solar(FSLR) – The solar power systems maker’s shares gained 2.9% in premarket trading after Susquehanna Financial upgraded the stock to “positive” from “neutral,” based on upbeat management comments on solar module demand and pricing.\nIn FX,a relatively sedate start to the new week and month, but the Dollar has lost some recovery momentum and is moderately softer vs high beta and cyclical counterparts amidst a general improvement in risk sentiment. Hence, the index slipped back beneath 92.000 within a 92.174-91.962 band before finding a base and awaiting the final US Markit manufacturing PMI, construction spending and ISM in particular for the survey breakdown and first jobs proxy for Friday’s NFP.\n\nAUD/NZD/EUR/GBP - The Aussie and Kiwi have both regained some composure to pare overnight losses incurred on the back of further COVID restrictions, a Chinese manufacturing PMI miss, technical and cross-related factors. However, Aud/Usd remains heavy above 0.7350 and unlikely to trouble hefty option expiry interest at the 0.7400 strike (1.2 bn) ahead of the RBA tomorrow given expectations that the ongoing pandemic outbreaks could well force the Bank to backtrack on QE tapering plans. Meanwhile, Nzd/Usd is still rotating around the 21 DMA that comes in at 0.6979 today having failed to retain grasp of the 0.7000 handle, and the Euro is back below 1.1900 where 1.4 bn option expiries reside in wake of broadly softer than expected Eurozone manufacturing PMIs, bar Germany’s upgrade. Conversely, Cable is back over 1.3900 and Eur/Gbp is holding under 0.8550 following an unrevised final UK manufacturing PMI in advance of Thursday’s BoE.\nCAD/JPY/CHF - All very narrowly divergent vs the Greenback, and the Loonie holding up well in the face of weakness in WTI crude circa 1.2470, while the Yen is meandering from 109.60-77 in the run up to Tokyo inflation data on Tuesday and the Franc is straddling 0.9055 after in line Swiss CPI, a slowdown in retail sales vs pick up in the manufacturing PMI and weekly sight deposits showing just a small rise on domestic bank balances.\nSCANDI/EM - Contrasting manufacturing PMIs from Sweden and Norway, as the former dipped and latter gathered pace, but the Sek is straddling 10.2100 against the Eur with assistance from the aforementioned pick-up in overall risk appetite, while the Nok wanes within a 10.4910-10.4530 range due to a pull-back in Brent prices from Usd 75+/brl towards Usd 74.00.\n\nIn commodities,WTI and Brent have commenced the week on the backfoot, with the benchmarks lower by USD 1.00/bbl on the session. Such pressure comes in spite of the generally modestly constructive risk tone in a quiet European session with final PMIs not moving the dial much; with attention more on the weeks macro themes as outlined above. In crude specifics, updates have been very sparse throughout the session and as such the complex is more focus on COVID-19 related dynamics. With the demand-side of the equation torn between the ongoing case increases in Tokyo, among other areas, but on the flip-side supported by a push from top UK Cabinet Officials for an easing of travel restrictions and more broadly as NIH’s Fauci now does not believe the US is likely to return to lockdowns. Elsewhere, attention is on the geopolitical front and specifically last week’s attack on a ship off the Oman coast on which the US Secretary of State is confident that Iran is behind this attack. Moving to metals, spot gold and silver are modestly pressured with not too much read across from a choppy USD as we stand and likely on the back of the aforementioned broader risk tone; for reference, the yellow metal still holds the USD 1800/oz mark. Separately, much of the mornings focus is on copper where BHPs Escondida, Chile facility is facing strike action after the union rejected BHPs final labour offer. As such, Government-mediated discussions will last for 5-10 days and if the status quo is maintained and there is no breakthrough then strike action will formally commence. Given the uncertainty, LME Copper is supported on the session albeit still well off the pivotal USD 10k/t mark vs the current high USD 9799/t.\nUS Event Calendar\n\n9:45am: July Markit US Manufacturing PMI, est. 63.1, prior 63.1\n10am: June Construction Spending MoM, est. 0.5%, prior -0.3%\n10am: July ISM Manufacturing, est. 60.9, prior 60.6","news_type":1,"symbols_score_info":{"GE":0.9,".IXIC":0.9,".SPX":0.9,"CPRI":0.9,"PFE":0.9,"HOOD":0.9,"BNTX":0.9,"DISCA":0.9,"FL":0.9,"UBER":0.9,"FSLR":0.9,"MRNA":0.9,"ZM":0.9,"SQ":0.9,".DJI":0.9,"SPY":0.9,"PH":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800948729,"gmtCreate":1627274414961,"gmtModify":1703486509369,"author":{"id":"3579921668388529","authorId":"3579921668388529","name":"JW010","avatar":"https://static.tigerbbs.com/e325e56d7246708cde385aa10a727e3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579921668388529","authorIdStr":"3579921668388529"},"themes":[],"htmlText":"Ohhhhh","listText":"Ohhhhh","text":"Ohhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800948729","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}