Yunnn personal page - To The Moon

Yunnn

Yunnn

Singapore boleh

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2022-06-03

$GoPro(GPRO)$Not sure what's going on

2022-02-07

$SINGAPORE EXCHANGE LIMITED(S68.SI)$To the moon 🌙 🚀

2023-12-27

$Advanced Micro Devices(AMD)$

02-05 20:15

$Microsoft(MSFT)$ Microsoft playing the long game in AI

2023-01-25

$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!

2022-08-18

What? Delist?

NIO: Delisting, Supply Constraints, And A Faltering Chinese Economy

2021-05-10

$Tiger Brokers(TIGR)$What’s the target entry price?

2022-02-02

$AMD(AMD)$To the moon 🚀

2022-01-08

$Sea Ltd(SE)$Need to ride out this storm

2022-03-26

$Tesla Motors(TSLA)$Lol

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/f7bd88cde19a7c9073808b0e5bf2b80f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522006572175632","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":522006289765664,"gmtCreate":1768478077394,"gmtModify":1768478080558,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> my largest share","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> my largest share","text":"$NVIDIA(NVDA)$ my largest share","images":[{"img":"https://community-static.tradeup.com/news/a4fb176d8da1d2515b68adfd0a22d1bc","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522006289765664","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":506505411064688,"gmtCreate":1764680372027,"gmtModify":1764680374845,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>◡̈&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>◡̈&nbsp;","text":"$NVIDIA(NVDA)$ ◡̈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506505411064688","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314837511417992,"gmtCreate":1717896078698,"gmtModify":1717896083654,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> looking forward to the stock split&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> looking forward to the stock split&nbsp;","text":"$NVIDIA Corp(NVDA)$ looking forward to the stock split","images":[{"img":"https://community-static.tradeup.com/news/cb2c75a3a17718d1d79ee3171f8cd86e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314837511417992","isVote":1,"tweetType":1,"viewCount":2946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":283021810733120,"gmtCreate":1710123063761,"gmtModify":1710123067478,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"Is it still worth opening a position at this point? lol&nbsp;","listText":"Is it still worth opening a position at this point? lol&nbsp;","text":"Is it still worth opening a position at this point? lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283021810733120","repostId":"2418069825","repostType":2,"repost":{"id":"2418069825","kind":"highlight","pubTimestamp":1710121442,"share":"https://ttm.financial/m/news/2418069825?lang=en_US&edition=fundamental","pubTime":"2024-03-11 09:44","market":"sg","language":"en","title":"4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account","url":"https://stock-news.laohu8.com/highlight/detail?id=2418069825","media":"The Smart Investor","summary":"We feature four interesting REITs that sport higher dividend yields than what the CPF OA is offering.","content":"<div>\n<p>Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.However, the CPF Ordinary Account (OA), which can be used for share investments, real estate ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/\">Source Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","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>4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account</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\">\n4 Singapore REITs with Dividend Yields Higher Than Your CPF Ordinary Account\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-11 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.However, the CPF Ordinary Account (OA), which can be used for share investments, real estate ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C38U.SI":"凯德商用新加坡信托","J69U.SI":"星狮地产信托","M44U.SI":"丰树物流信托","C2PU.SI":"百汇生命产业信托","CFA.SI":"NikkoAM-STC Asia REIT"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-with-dividend-yields-higher-than-your-cpf-ordinary-account/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418069825","content_text":"Singapore’s Central Provident Fund (CPF) scheme is an effective way to slowly grow your retirement funds.However, the CPF Ordinary Account (OA), which can be used for share investments, real estate and education, enjoys an interest rate of just 2.5%.Investors have the option to invest their OA monies to attain better returns than the current risk-free rate.A good asset class for dividends is REITs, which are well-known for paying out a steady and dependable distribution.Here are four Singapore REITs with distribution yields that exceed 2.5%.Mapletree Logistics TrustMapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 187 properties spread across eight countries.Assets under management (AUM) stood at S$13.3 billion as of 31 December 2023.For the first nine months of fiscal 2024 (9M FY2024) ending 31 December 2023, MLT reported a mixed financial performance.Gross revenue inched up 0.2% year on year to S$552.9 million but net property income (NPI) dipped by 0.2% year on year to S$479.6 million.Distribution per unit, however, increased by 0.7% year on year to S$0.06792.Based on the annualised DPU of S$0.09056, MLT’s units offer a prospective distribution yield of 6.2%.The logistics REIT boasts a high portfolio occupancy rate of 95.9% as of the end of 2023.Rental reversion also came in positive at 3.8% for the quarter.MLT has announced a total of S$900 million of acquisitions year-to-date and is also working on an asset enhancement project at 51 Benoi Road in Singapore that is slated for completion in 1Q 2025.CapitaLand Integrated Commercial Trust (SGX: C38U)CapitaLand Integrated Commercial Trust, or CICT, is a retail and commercial REIT with a portfolio of 21 properties in Singapore, two in Germany, and three in Australia.The REIT’s total AUM stood at S$24.5 billion as of 31 December 2023.2023 saw CICT deliver an admirable financial performance with both revenue and DPU heading higher.Gross revenue rose 8.2% year on year to S$1.6 billion while NPI increased 7% year on year to S$1.1 billion.DPU edged up 1.6% year on year to S$0.1075, giving CICT’s units a trailing distribution yield of 5.6%.The retail and commercial REIT’s portfolio stood strong with a committed portfolio occupancy of 97.3%.Both the retail and commercial components enjoyed positive rental reversion of 8.5% and 9%, respectively, for 2023.CICT’s retail portfolio also saw tenant sales inch up 1.8% year on year and shopper traffic jump 8.6% year on year.The portfolio’s valuation crept up 1.2% year on year, attesting to the strength of demand for CICT’s stable of properties.Parkway Life REITParkway Life REIT is a healthcare REIT with a portfolio of 63 properties.These comprise three hospitals in Singapore, 59 nursing homes in Japan, and strata-titled lots/units in a specialist clinic in Malaysia.All these assets have a combined value of around S$2.23 billion as of 31 December 2023.2023 saw continued growth for Parkway Life REIT’s revenue and DPU.Revenue rose 13.5% year on year to S$147.5 million while NPI increased by 14.1% year on year to S$139.1 million.DPU improved by 2.7% year on year to S$0.1477, giving the healthcare REIT’s units a trailing distribution yield of 4.2%.Parkway Life REIT has reported an unbroken track record of increasing core DPU since 2007.The REIT intends to build a strategic long-term partnership with a local operator to identify assets for purchase.It will also focus on rebalancing and optimising its portfolio.With a gearing of 35.6% and a very low all-in cost of debt of just 1.27%, the healthcare REIT stands in good stead to carry out more yield-accretive acquisitions.Frasers Centrepoint TrustFrasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of 10 retail suburban malls and an office building.Its portfolio is worth around S$6.9 billion as of 25 October 2023.FCT’s gross revenue rose 3.6% year on year to S$369.7 million for the fiscal year ending 30 September 2023.NPI increased by 2.7% year on year to S$265.6 million.DPU, however, slipped slightly by 0.6% year on year to S$0.1215.Based on the unit price of S$2.18, FCT’s units offer a trailing distribution yield of 5.6%.The REIT recently released its first quarter fiscal 2024 (1Q FY2024) business update featuring strong operating metrics.Retail committed portfolio occupancy came in at 99.9% as of 31 December 2023.Tenant sales for 1Q FY2024 increased by 3.1% year on year while tenant sales would have improved by 1.1% year on year when adjusted for tenants under renovation.","news_type":1,"symbols_score_info":{"J69U.SI":1,"M44U.SI":1,"CFA.SI":1,"C2PU.SI":1,"C38U.SI":1}},"isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256555363766320,"gmtCreate":1703654857271,"gmtModify":1703654859930,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256555363766320","isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256555723153504,"gmtCreate":1703654815165,"gmtModify":1703654818450,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>It won't affect much on their&nbsp;overall sales. Besides they have most times delivered on shareholder value.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>It won't affect much on their&nbsp;overall sales. Besides they have most times delivered on shareholder value.","text":"$Apple(AAPL)$ It won't affect much on their overall sales. Besides they have most times delivered on shareholder value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256555723153504","isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249526883270920,"gmtCreate":1701959897143,"gmtModify":1701959901282,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249526883270920","repostId":"2389104798","repostType":2,"repost":{"id":"2389104798","kind":"highlight","pubTimestamp":1701952200,"share":"https://ttm.financial/m/news/2389104798?lang=en_US&edition=fundamental","pubTime":"2023-12-07 20:30","market":"us","language":"en","title":"AMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2389104798","media":"InvestorPlace","summary":"Will AMD stock surge, sink, or trade sideways, following the launch of the company's MI300 AI chip? Let's find out.","content":"<div>\n<p>After months of anticipation, Advanced Micro Devices’ (AMD) MI300 AI data center GPU accelerator launched on Dec. 6.Given that excitement over the chip designer’s AI catalysts have been the main ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock: After AI Chip Debut, Should You Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After months of anticipation, Advanced Micro Devices’ (AMD) MI300 AI data center GPU accelerator launched on Dec. 6.Given that excitement over the chip designer’s AI catalysts have been the main ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4588":"碎股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4575":"芯片概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4141":"半导体产品","BK4551":"寇图资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4579":"人工智能","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4573":"虚拟现实","BK4503":"景林资产持仓","BK4587":"ChatGPT概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4592":"伊斯兰概念"},"source_url":"https://investorplace.com/market360/2023/12/amd-stock-after-ai-chip-debut-should-you-buy-sell-or-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389104798","content_text":"After months of anticipation, Advanced Micro Devices’ (AMD) MI300 AI data center GPU accelerator launched on Dec. 6.Given that excitement over the chip designer’s AI catalysts have been the main driver for shares lately, how will the stock perform post-launch?Will shares experience another surge, or is there a risk AMD stock sinks/languishes from here? Let’s find out.Source: JHVEPhoto / Shutterstock.comDuring November, Advanced Micro Devices (NASDAQ:AMD) stock bounced back to triple-digit prices. For weeks, investors anticipated AMD’s first major foray in the AI chips space. Now that this event has finally happened, the question is whether shares can continue climbing higher, or if a far less impressive price performance is just around the corner.Even before this AI chip launch, price trends appeared to be changing for shares. Since hitting prices topping $125 per share, the stock has slid slightly. However, if we’re going to assess what lies ahead for AMD, we likely need to look at more than just this latest dip. With this, let’s dive in.AMD Stock and the Launch of MI300On Dec. 6, Advanced Micro Devices’ MI300 data center GPU accelerator finally made its debut, at the company’s “Advancing AI” event. As discussed above, the market has been eagerly awaiting MI300’s launch. The success of this product could determine how successful the company is at grabbing AI chip market share from the current market leader, Nvidia (NASDAQ:NVDA).Yes, the stakes are high, and the aforementioned slide in price for AMD stock may signal the market is taking profit now, ahead of disappointment down the road. However, MI300 may not need to be a rip-roaring success to get meaningful results once more shares.Advanced Micro Devices has modest initial sales expectations for the MI300. Management has forecasted total revenue of $2 billion in 2024 from this product. Given the massive growth in demand for AI-related hardware, meeting/beating this target is well within-reach.That’s not all. $2 billion in sales may sound modest, compared to the substantially greater level of revenue Nvidia is currently generating from its AI GPU products. The sales of this new product alone could go a long way in enabling AMD to continue making a growth comeback.2024 May Not Be Another Banner YearNVDA stock has of course been the stronger performer among AI chip plays this year, with its 225.3% move higher since the start of 2023. However, AMD stock hasn’t been a slouch in terms of performance. While not up by triple-digits, shares have experienced a nearly 85% surge in price year-to-date.But while success with the MI300, not to mention any other AI-compatible products AMD launches in the coming year, may keep the stock on an upward trajectory, something else may need to happen for shares to surge yet again in 2024.Another banner year for AMD hinges far more heavily on a recovery in demand among non-AI end users than is the case with Nvidia, namely chip demand in the PC and gaming markets. Previously, I have noted that a possible launch of AI-enabled PCs next summer by HP (NYSE:HPQ) could help jumpstart a big demand rebound from this market.That said, based upon AMD’s latest updates to its near-term outlook, which was not well-received by the market, the jury’s still out whether the non-AI recovery in subsequent quarters will be enough to sustain bullish sentiment for shares.Tread Carefully, but Still Feel Free to BuyEven as the MI300 launch makes big news, there is no big change to my view on this AI chip play.Nvidia remains above and beyond my top choice among chip stocks, with high exposure to the generative artificial intelligence trend. However, I’m not exactly writing AMD off as some sort of “also-ran” among AI stocks. There’s big potential for MI300, and with AMD’s other AI-related efforts.The resultant billions in additional revenue, combined with a sufficient non-AI recovery, could propel this stock back towards its pre-tech sell-off high of around $162 per share, even as shares (trading for 44.5 times earnings, a premium to NVDA’s forward multiple of 37.9) more greatly price-in this possibility as a near-certainty.Tread carefully, but still free to consider AMD stock worthy of a buy.AMD stock earns a B rating in Portfolio Grader.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":3833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249527010783464,"gmtCreate":1701959881648,"gmtModify":1701959883405,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro 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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221759060824136","isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214495941845024,"gmtCreate":1693404047774,"gmtModify":1693404050432,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>🚀","text":"$NVIDIA Corp(NVDA)$ 🚀","images":[{"img":"https://community-static.tradeup.com/news/d8aec76b40f18ef582d1a235b8661efe","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214495941845024","isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":214495762341920,"gmtCreate":1693404003950,"gmtModify":1693404006237,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214495762341920","isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947737588,"gmtCreate":1683596137645,"gmtModify":1683596140346,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>Finally seeing some recovery","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>Finally seeing some recovery","text":"$NVIDIA Corp(NVDA)$ Finally seeing some recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947737588","isVote":1,"tweetType":1,"viewCount":2643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957649987,"gmtCreate":1677239282950,"gmtModify":1677239286459,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"Still burning money","listText":"Still burning money","text":"Still burning money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957649987","repostId":"1140869545","repostType":2,"repost":{"id":"1140869545","kind":"news","pubTimestamp":1677238966,"share":"https://ttm.financial/m/news/1140869545?lang=en_US&edition=fundamental","pubTime":"2023-02-24 19:42","market":"us","language":"en","title":"Grab Holdings: The Super App With Untapped Potential For Long-Term Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1140869545","media":"Seeking Alpha","summary":"SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Sout","content":"<div>\n<p>SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.The company's focus on profitable verticals like food delivery and ride-...</p>\n\n<a href=\"https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","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>Grab Holdings: The Super App With Untapped Potential For Long-Term Growth</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Holdings: The Super App With Untapped Potential For Long-Term Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.The company's focus on profitable verticals like food delivery and ride-...</p>\n\n<a href=\"https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4581588-grab-holdings-stock-super-app-untapped-potential-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140869545","content_text":"SummaryGrab's super app strategy and early lead in key markets make it a dominant player in the Southeast Asian tech ecosystem.The company's focus on profitable verticals like food delivery and ride-hailing, coupled with the potential of its fintech platform, makes it an attractive investment opportunity.Grab's strong management team, strategic partnerships, and significant cash reserves provide a solid foundation for growth.Jamaludin Yusup/iStock Editorial via Getty ImagesExecutive SummaryGrab Holdings (NASDAQ:GRAB), Southeast Asia's leading super app, is an attractive investment opportunity with multi-bagger potential. Grab has already established itself as the leader in its core markets of ride-hailing and food delivery, andis expanding into new areas such as digital payments and financial services. With over 70 million MSMEs in Southeast Asia that are underserved by digital technologies, Grab has a significant growth opportunity to capture this market (Source: GrabForm F-1). Moreover, Grab's strong unit economics, market-leading positions, and a high potential for profitability make it an attractive business model at scale.Company OverviewGrab Holdings, originally known as MyTeksi, is a ride-hailing and delivery services platform that was founded in 2012 in Malaysia by Anthony Tan and Tan Hooi Ling. The two entrepreneurs met while studying at Harvard Business School andbonded over their shared experiences of growing up in Southeast Asia. They recognized a gap in the transportation industry in the region and set out to create a platform that would connect passengers with reliable and affordable rides. Since its founding, Grab has expanded its offerings to include food and package delivery, digital payments, and financial services with a broad reach that spans over 400 cities in 8 Southeast Asian countries, including Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.Through its single \"everyday everything\" super app, the company has formed partnerships with over 25 million consumers, more than 2 million merchants, and over 5 million driver partners (Source: GrabForm F-1). The app allows users to order food, groceries, or packages, hail a ride or taxi, make online payments, and access a variety of services, including lending, insurance, wealth management, and telemedicine.The company reports results from four major segments.MobilityThe mobility segment refers to the service of providing transportation solutions to individuals, typically through the use of vehicles such as cars, taxis, and motorcycles. In the context of Grab Holdings, the mobility segment includes ride-hailing services such as GrabCar (car and taxi rides), GrabBike (motorcycle rides), and GrabShare (shared rides). The company's super app allows users to book and pay for rides, and matches them with available drivers or riders. The mobility segment is a key part of Grab's business and has helped to transform transportation in Southeast Asia, providing convenient and affordable options for millions of people. Grab holds a dominant position in the mobility market across Southeast Asia, with the exception of Indonesia, where it shares the market with Gojek in roughly equal measure.DeliveryThe delivery segment, also known as the on-demand delivery or last-mile delivery segment, refers to the service of transporting goods or packages from one location to another, typically from a retailer or merchant to a consumer. In the context of Grab Holdings, the delivery segment includes the delivery of food, groceries, and other goods, as well as package delivery services. Grab's delivery segment allows customers to place orders through its super app and have the items delivered to their doorstep by a Grab driver or delivery partner. This segment has become increasingly important in the e-commerce era, as more consumers are shopping online and demand for home delivery services has surged.Grab is the leading player in all markets within this segment, except for Vietnam where it is a close second. The company has generally been gaining market share across these markets. However, it is worth noting that ShopeeFood, a newer entrant into the regional oligopolies, poses a potential disruption to the market equilibrium. Sea's strong historical execution and super app ecosystem make it an important player to monitor.Financial ServicesThe fintech and digital banking segment of Grab's business encompasses several revenue streams, including payments, insurance/investment referrals, remittances, and buy-now-pay-later services. The company primarily generates revenue from digital payment processing fees charged to its merchant partners based on the total payment volume processed through the Grab platform. It is estimated that the payment volume is split 60/40 between on-platform and off-platform, with off-platform expected to grow 1.5-2x faster over time (Source: GrabAnnual Report). Fintech also includes revenue from effective interest earned on loans and advances provided to merchant partners, driver partners, and consumers, as well as fees for wealth management and insurance distributions. Grab is also setting up digital banks in Singapore and Malaysia, which is expected to further increase user retention and engagement. Despite being in the early stages of fintech/digital payments, there is still ample market opportunity, and super apps like Grab have structural advantages in customer acquisition, retention, and engagement.Enterprise and OtherThe non-core businesses and new initiatives of Grab fall under this segment, with the largest revenue drivers being advertising and anti-fraud services for financial institution partners, as well as on-demand delivery relationships. GrabAds, which was utilized by 46% of the company's merchant partners in 2020, is particularly profitable due to its high-margin revenue stream, estimated to be around 90% gross margin.Opportunity To Digitize Financial ProductsThe large unbanked and underserved population in SE Asia presents a significant opportunity for Grab's financial services segment. The demand for digital financial services is high in the region due to the limited access to traditional banking services and cash being the primary mode of payment. As a result, Grab's digital financial services can overcome some of the structural challenges faced by traditional financial institutions, such as the relative lack of physical infrastructure outside major cities and the limited availability of public registers and reliable credit information.Moreover, over 40% of the population over 15 years old in SE Asia is unbanked, and around 39% of the banked population is underserved, with limited access to credit cards, checking or savings accounts. This presents a significant opportunity for Grab's financial services to serve this untapped market and gain market share. Additionally, Grab's focus on expanding access to financial services through its super app ecosystem can help drive customer acquisition, retention, and engagement, further enhancing its growth potential in the region.Another tailwind for Grab is the highly fragmented and largely offline informal MSME economy in SE Asia. The local economies in the region are largely driven by informal businesses, with MSMEs accounting for over 99% of all businesses and driving over 35% of the region's GDP, according to the company. However, less than 20% of these businesses use digital technologies to improve their productivity or expand their business, and many still lack a significant digital presence. As technology-enabled marketplace models like Grab expand their reach, these underserved MSMEs have an opportunity to expand their consumer reach beyond their limited storefront presences. In addition, these businesses have a need for financial services such as lending, which presents an opportunity for Grab's fintech and digital banking initiatives.Who Will Be the Winner in Southeast Asia?While the ultimate question of which super app will reign supreme remains, If Grab can maintain its position as the market leader in its core categories of ride-hailing and online food delivery, shareholders should do well. While its position in digital payments is more uncertain despite its early lead, the potential for multiple winners in the space, along with the disruption of traditional players, means that there is still ample room for Grab to succeed. With a strong foothold in both mobility and delivery, Grab has achieved something that has eluded its global peers, setting itself up for higher lifetime value, lower customer acquisition costs, and better retention rates. Early customer data suggests that the company's super app strategy is resonating with users, making its success in both mobility and delivery a strong possibility. This was demonstrated in Grab's 4Q21 earnings presentation.Company slide (Grab Investor Presentation)Unit EconomicsIn my view, Grab has the highest potential for margin among all global businesses in the mobility and food delivery space. While the company has not provided financial guidance for its evolving financial services segment, management has set long-term margin targets of 12% in mobility and 3% in deliveries. These targets compare favorably to Uber's 10%+ mobility margin, but are lower than its global delivery competitors such as Delivery Hero and Uber Eats (5-8% margin). Grab plans to achieve segment EBITDA breakeven in deliveries by the end of 2023, although this may change depending on competition and investment opportunities.The key driver of Grab's superior profitability profile is the success of its super app strategy compared to its competitors' pure-play approach. Grab's ability to combine mobility, food delivery, and digital payments/fintech services platforms is unique in the global market. This combination creates opportunities for higher customer lifetime value through wallet share and cross-selling, higher incremental margins, low customer acquisition costs, stronger retention and user stickiness, and more. These benefits also extend to merchants and drivers, who can benefit from the increased utilization rates resulting from the cross-platform nature of the super app. Additionally, financial services like wealth management, insurance, and lending offer further potential for monetization with little customer acquisition costs, and Grab is well-positioned to score credit risk and serve the underbanked segment in Southeast Asia.These opportunities for incremental economics do not exist for Grab's global competitors, further contributing to its superior unit economics.ValuationValuation Table (MontrealValue)Overall, while Grab's valuation is higher than that of Sea Group and Uber, it's important to consider the potential upside in Grab's business model, particularly in financial services and the underserved MSME economy. Grab's focus on profitability and steady-state margins may make it a more attractive investment business model than its peers and earn 3x more gross profits per customer than \"pureplay\" businesses. Additionally, the company is outgrowing both Uber and SE - with mouth-watering revenue growth of 96% over the last twelve months. As a result of the faster pace of growth, and stronger potential unit economics, it is reasonable for Grab to command a larger multiple than its peers.Overall, Grab's current share price offers significant upside potential with limited downside risk. Importantly, the company has a strong balance sheet with over $6 billion in net cash, which represents more than 60% of its market capitalization.RisksWhile Grab's growth prospects are promising, it is important to consider the potential risks associated with investing in the company. First, Grab operates in highly competitive markets with a number of strong players, which could limit its ability to maintain market share and profitability. Additionally, the regulatory environment in Southeast Asia can be uncertain and unpredictable, which could impact Grab's operations and financial performance.Furthermore, Grab's expansion into financial services and digital payments carries its own set of risks, including regulatory compliance, cybersecurity threats, and potential fraud or misuse of customer data. Finally, while Grab has a significant cash position, its capital needs may increase as it continues to pursue growth opportunities, which could lead to dilution for existing shareholders.Investors considering Grab should carefully weigh these risks alongside the potential upside and growth prospects of the company.This article is written by MontrealValue for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955399412,"gmtCreate":1675179298737,"gmtModify":1676538982329,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","text":"$Apple(AAPL)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/6fb12fa0ad95e2a4f8b025a2b41f2c9b","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955399412","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955953935,"gmtCreate":1675158359528,"gmtModify":1676538980329,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"🙄🙄🙄","listText":"🙄🙄🙄","text":"🙄🙄🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955953935","repostId":"1138558384","repostType":2,"repost":{"id":"1138558384","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":1675156669,"share":"https://ttm.financial/m/news/1138558384?lang=en_US&edition=fundamental","pubTime":"2023-01-31 17:17","market":"us","language":"en","title":"Tesla Stock Fell 1.5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1138558384","media":"Tiger Newspress","summary":"A JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.","content":"<html><head></head><body><p>Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.<img src=\"https://static.tigerbbs.com/af321e8f717720952df6970e4f80bb3c\" tg-width=\"816\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,&#34; said JPMorgan&#39;s Ryan Brinkman in a client note.  &#34;As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.&#34;</p><p>&#34;Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,&#34; Brinkman continued. &#34;Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.&#34;</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 Stock Fell 1.5% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Fell 1.5% in Premarket 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\">2023-01-31 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.<img src=\"https://static.tigerbbs.com/af321e8f717720952df6970e4f80bb3c\" tg-width=\"816\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,&#34; said JPMorgan&#39;s Ryan Brinkman in a client note.  &#34;As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.&#34;</p><p>&#34;Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,&#34; Brinkman continued. &#34;Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138558384","content_text":"Tesla shares were trading down 1.5% premarket after a JPMorgan analyst reiterated a sell rating on the stock with a price target of $120.\"Tesla’s softer trend and below-consensus adjusted automotive gross margin comes before the impact of large price reductions that will primarily be felt beginning in the first quarter,\" said JPMorgan's Ryan Brinkman in a client note.  \"As such, we view margin trajectory negatively and expect that consensus margin expectations are likely to decline.\"\"Although both technology and execution risk seem substantially less than was once feared, expansion into higher volume segments with lower price points seems fraught with greater risk relative to demand, execution, and competition,\" Brinkman continued. \"Meanwhile, valuation appears to be pricing in upside related to expansion into mass-market segments well beyond our volume forecasts for the Model 3.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952202913,"gmtCreate":1674719231032,"gmtModify":1676538955140,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d328c8bda89c668762fe3f585de14547","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952202913","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952886230,"gmtCreate":1674610697121,"gmtModify":1676538948919,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!","images":[{"img":"https://community-static.tradeup.com/news/baa65c71314abb1294a4d15d6b0c8897","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952886230","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956710412,"gmtCreate":1674197219636,"gmtModify":1676538929451,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Up up and away! 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AI","text":"$Microsoft(MSFT)$ Microsoft playing the long game in AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529498307150240","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952886230,"gmtCreate":1674610697121,"gmtModify":1676538948919,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a>Rally!!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ Rally!!!","images":[{"img":"https://community-static.tradeup.com/news/baa65c71314abb1294a4d15d6b0c8897","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952886230","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991828701,"gmtCreate":1660809885205,"gmtModify":1676536403844,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"What? Delist?&nbsp;","listText":"What? Delist?&nbsp;","text":"What? Delist?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991828701","repostId":"1115956301","repostType":2,"repost":{"id":"1115956301","kind":"news","pubTimestamp":1660805777,"share":"https://ttm.financial/m/news/1115956301?lang=en_US&edition=fundamental","pubTime":"2022-08-18 14:56","market":"us","language":"en","title":"NIO: Delisting, Supply Constraints, And A Faltering Chinese Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1115956301","media":"Seeking Alpha","summary":"SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.</li><li>While its fundamentals remain resilient, its valuation outlook continues to be constrained by risks pertaining to a potential delisting from the NYSE, ongoing supply constraints, and a slowing Chinese economy.</li><li>The following analysis will explore the different risks weighing on the &#34;fundamental&#34; and &#34;multiple&#34; factors that drive NIO&#39;s valuation prospects, as well as their related implications.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a38855d4d8edc529ec25a5e46399631\" tg-width=\"1080\" tg-height=\"686\" width=\"100%\" height=\"auto\"/><span>Michael Vi</span></p><p>The NIO stock (NYSE:NIO) has been range-bound at the $20-level in recent months after the run-up through June on accelerating production and delivery ramp-up improvements as China&#39;s monthslong COVID disruptions to supply chains started to ease. Other positive catalyststhat have supported the stock in its current $20-range after its climb from an all-time low in the $10-range in mid-May include favourable policy support from the central and municipal Chinese governments on shoring up electric vehicle (&#34;EV&#34;) adoption in the region, as well as NIO&#39;s aggressive growth plans such as the upcoming introduction of new sub-brands to better penetrate mass market opportunities.</p><p>Yet, ongoing weakness in economic sentiment spanning a worsening domestic property slump and slowing consumption in China, as well as the fluid COVID situation remain prominent risks weighing on the NIO stock&#39;s near-term performance. The recent slew of voluntary exits from U.S. exchanges by state-backed companies have also renewed concerns of delisting risks stemming from the &#34;Holding Foreign Companies Accountable Act&#34; (&#34;HFCAA&#34;) enforced by the U.S. SEC.</p><p>Heading into NIO&#39;s second quarter earnings call, the key focus area beyond its production and delivery ramp-up efforts is where the Chinese EV maker stands when it comes to managing regulatory risks, as well as how it will fare within the increasingly competitive landscape while broader macro uncertainties continue to worsen. On one hand, NIO&#39;s progress in ramping up volumes - a key focus area for most automakers within the industry&#39;s supply-driven operational environment - will be a core driver of the &#34;fundamental&#34; factor weighing on its valuation prospects. Meanwhile, on the other hand, NIO&#39;s position amid mounting regulatory risks and broad-based market uncertainties will determine the &#34;multiple&#34; factor weighing on its valuation prospects.</p><p>The following analysis will explore both perspectives and their related implications on the NIO stock&#39;s outlook. We continue to caution regulatory risks as the largest factor that has been capping the stock&#39;s ability in unlocking its true valuation upsides, despite continued demonstration of resilient fundamentals from the underlying business.</p><p><b>2Q22 and July&#39;22 Production and Deliveries</b></p><p>As previously discussed in our most recent coverage on the stock, NIO&#39;s record-setting deliveries during the second quarter, especially in June, continues to underscore its impressive strength in re-ramping productions as the worst of supply and logistics constraints resulting from recent COVID restrictions in core Chinese manufacturing hubs start to ease.</p><p>Specifically, productions of the newest ET7 sedan, which began in March, was a highlight with 40x growth during the second quarter. Despite a slight setback in July due to limited supply of casting parts used in the production of its ET7 sedans, NIO has maintained momentum in ramping up productions with 2,473 units of the premium electric sedans delivered in the first month of 3Q22. This represents a delivery run-rate of at least 7,400 units of the ET7 in the current quarter (approx. +10% q/q), especially given its ongoing efforts in &#34;working closely with supply chain partners [to] accelerate vehicle production in the following months of the third quarter of 2022&#34;. The positive results continue to underscore NIO&#39;s strength in navigating through unprecedented disruptions from supply chain bottlenecks across the auto industry.</p><p><b>Key Focus Areas Weighing on NIO&#39;s Fundamentals</b></p><p>Looking ahead, NIO is expected to post an even stronger second half of the year, with the introduction of a strong product pipeline that adds the newest ES7 SUV to its sales mix later this month, alongside updated 2022 ES8, ES6 and EC6 SUVs. Favourable policy support in China will also continue to be a boon to NIO&#39;s operational performance in the second half of the year.</p><p><b>1. Near- to Medium-Term Focus</b></p><p>Specifically, from a fundamental perspective, the key focus area remains on NIO&#39;s ability to ramp up productions and deliveries within the supply-driven auto industry as mentioned in the earlier section. The lack of supplies and lingering logistics constraints from pandemic-era disruptions have upended the auto industry over the past year, especially for Chinese OEMs due to the region&#39;s strict COVID Zero policy which remain a pronounced downside risk for NIO. This is further corroborated by the Chinese EV maker&#39;s struggle with supply shortages in July that have impacted its ET7 sedan and EC6 SUV volumes per its latest delivery update, highlighting how NIO&#39;s production and delivery progress have largely been determined by &#34;supply availability&#34; over the past year.</p><p>Investors will remain focused on updates regarding NIO&#39;s working relationship with suppliers at the EV maker&#39;s upcoming earnings call to gauge whether production can accelerate through the third quarter and the remainder of the year as management had promised. Another key focus area remains on whether any positive progress has been made since NIO&#39;s July delivery update press release, which in our view would imply improving fundamentals, lifting the stock from its current range-bound situation.</p><p><b>2. Longer-Term Focus</b></p><p>Over the longer-term, NIO&#39;s progress on growing its market share through globalization, and primarily, domestic expansion with newly planned sub-brands to better penetrate mass market opportunities will be the core piece in bolstering its fundamental performance. China remains the largest EV market, underscoring NIO&#39;s growth opportunities ahead as it works to extend its reach beyond the premium market.</p><p>Specifically, China is expected to sell a new record of at least 6 million EVs by the end of the year, which would be double of the 3 million EVs sold in 2021. In July, China&#39;s EV sales represented more than a quarter of total new car registrations, underscoring the rapid rebound in demand following stringent COVID mobility restrictions in the preceding months. This continues to serve favourable tailwinds for domestic EV makers like NIO, which currently represent close to a fifth of China&#39;s EV sales, and growing. The statistics also validate current market observations of no material demand destruction observed across the Chinese EV market despite the recent economic slowdown, underscoring the industry&#39;s resilience and sustained growth as supply constraints - the primarily roadblock to further expansion - continue to ease.</p><p>To better penetrate the growing domestic opportunities, NIO has been diversifying its portfolio of premium offerings to address demand across various price and vehicle segments, as observed through its recent introduction of newly designed mid-sized SUVs, as well as premium sedans. More importantly, NIO&#39;s upcoming launch of new lower-priced sub-brands focused on the mass market will further its fundamental growth over the longer-term.</p><p>As discussed in detail in one of our previous coverages, NIO&#39;s introduction of a new sub-brand priced in the range of RMB 200,000 ($30,000) to RMB 300,000 ($44,000) will be critical in extending its reach beyond the premium EV market in China:</p><blockquote>Pertaining to NIO&#39;s new mass market brand, which was first mentioned in August 2021, the Chinese EV maker confirmed that it has entered into a &#34;strategic cooperation agreement with Hefei on the second phase of vehicle production plant and the facilities for key components at NeoPark&#34; in early May. However, specific details over the product pipeline and related pricing remain uncertain. To date, NIO has only disclosed that the new sub-brand will be a direct competition to Tesla&#39;s best-selling Model 3 and Model Y in China, but at a 10% discount in the RMB 200,000 ($30,000) to RMB 300,000 ($44,000) price range.</blockquote><blockquote>Source: &#34;EV Roundup: Everything from Tesla to NIO, U.S. to China&#34;</blockquote><p>Start of productions and customer deliveries on the sub-brand offerings are expected to begin in the second half of 2024, supported by internally-developed 800-volt battery packs that are expected to launch around the same time. This continues to underscore NIO&#39;s strengths in maximizing returns on its investments in building out a vertically integrated business model. We view the internalized production of 800-volt battery packs, which offer better range and faster charge times, as a positive development in reducing reliance from its sole third-party battery supplier CATL amid the increasingly constrained raw material supply chain, while also aiding better cost controls to sustain continued auto margin expansion over the longer-term.</p><p>In addition to the highly-anticipated sub-brand that NIO first introduced and confirmed in August 2021, there have also recently been reports circulating about NIO&#39;s plans on expanding further with a second sub-brand priced in the RMB 100,000 ($15,000) range to better compete against SAIC-GM-Wuling, the best-selling EV brand in China with its low-priced offerings like the &#34;Hongguang Mini&#34; (approx. $5,000) and the newest &#34;Baojun KiWi&#34; (approx. $11,000). Although this development has yet to be confirmed by NIO management, the materialization of the two sub-brands is expected to improve NIO&#39;s overall appeal to the mass market and support its ongoing efforts in penetrating opportunities within China&#39;s smaller tier 3 and tier 4 cities like Inner Mongolia and Heilongjiang, which are &#34;generally sensitive to monetary attributes&#34;.</p><p><b>Key Focus Areas Weighing on NIO Stock&#39;s Valuations</b></p><p>NIO&#39;s presence in the SEC&#39;s rolling list of delinquent issuers whose auditors are currently non-compliant with PCAOB inspection requests remains the biggest overhang on the stock&#39;s valuation from the &#34;multiple&#34; perspective.</p><p>While we have previously pointed to NIO&#39;s partial state-ownership (approx. 8%) as a potential shield against ongoing regulatory woes at home experienced by data-heavy tech companies over the past year, the exact same structure might now backfire. The recent slew of voluntary delisting from U.S. exchanges observed across &#34;China&#39;s state-owned enterprises&#34; are sounding the alarm for a similar fate for NIO, given the partial stake owned by a consortium of municipal government agencies. As mentioned in the earlier section, national security concerns remain the biggest reason in China&#39;s pushback against U.S.-mandated PCAOB audit inspections. With NIO being a massive source of data on personal travel patterns across the domestic population, along with a meaningful organizational structural link to state-backed agencies, it could be caught in the ongoing regulatory tug-of-war between the CSRC and U.S. SEC, which remains the primary drag in its valuation discount to peers in the U.S. EV market. Specifically, many foreign investors have already abstained from committing new allocations to Chinese funds over the past 12 months as they remain on the sidelines due to mounting regulatory risks, causing the valuation multiples on Chinese equities to lose their lustre compared to their American counterparts.</p><p>While NIO&#39;s &#34;homecoming&#34; listing in Hong Kong and additional listing in Singapore provides partial insulation against delisting risks by offering shareholders from its primary U.S. listing with an option to convert their ADRs for equivalents in the Asian exchanges in the unlikely event of its exit from the NYSE, it will be at a less attractive valuation. This represents another reason why NIO continues to trade at a discounted valuation multiple to its American peers despite having a &#34;back-up plan&#34; against U.S. delisting risks. The Asian exchanges are known for their &#34;less active and liquid markets&#34; compared to American exchanges - in Hong Kong, turnover in dual-listed stocks is merely half of volumes observed on the American exchanges, with risks of further declines as &#34;some institutional investors will not trade these stocks anymore&#34; if the primary U.S. listing is eliminated.</p><p><b>Final Thoughts</b></p><p>Based on the foregoing analysis, it is clear as day that regulatory risks remain the largest overhang on the NIO stock, as it continues to make favourable progress from a fundamental perspective both in terms of ramping up volumes, as well as growing market share. Any positive development to ongoing HFCAA negotiations between the U.S. and Chinese regulators, or related efforts by NIO management on resolving the issue, will be catalytic in lifting the NIO stock from its range-bound trading with renewed valuation upsides that can match those of its American peers that exhibit similar fundamental growth profiles.</p><p>While we remain optimistic on further upsides on the NIO stock at current levels, with the near-term price target set at $27 given its resilient business growth prospects, it will ultimately depend on the complete removal of the regulatory risk overhang to restore NIO&#39;s credibility as a viable high growth investment. For now, we continue to caution heightened delisting risks for NIO given its organizational structure&#39;s link to state-backed entities, in addition to broad-based market concerns on the near-term domestic economic slowdown in China, which could introduce further volatility to the NIO stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Delisting, Supply Constraints, And A Faltering Chinese Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Delisting, Supply Constraints, And A Faltering Chinese Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.While its fundamentals remain resilient, its valuation outlook ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4535128-nio-delisting-supply-constraints-and-faltering-chinese-economy?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115956301","content_text":"SummaryNIO has been trading range-bound at the $20-level in recent months following a brief surge in easing COVID disruptions in China.While its fundamentals remain resilient, its valuation outlook continues to be constrained by risks pertaining to a potential delisting from the NYSE, ongoing supply constraints, and a slowing Chinese economy.The following analysis will explore the different risks weighing on the \"fundamental\" and \"multiple\" factors that drive NIO's valuation prospects, as well as their related implications.Michael ViThe NIO stock (NYSE:NIO) has been range-bound at the $20-level in recent months after the run-up through June on accelerating production and delivery ramp-up improvements as China's monthslong COVID disruptions to supply chains started to ease. Other positive catalyststhat have supported the stock in its current $20-range after its climb from an all-time low in the $10-range in mid-May include favourable policy support from the central and municipal Chinese governments on shoring up electric vehicle (\"EV\") adoption in the region, as well as NIO's aggressive growth plans such as the upcoming introduction of new sub-brands to better penetrate mass market opportunities.Yet, ongoing weakness in economic sentiment spanning a worsening domestic property slump and slowing consumption in China, as well as the fluid COVID situation remain prominent risks weighing on the NIO stock's near-term performance. The recent slew of voluntary exits from U.S. exchanges by state-backed companies have also renewed concerns of delisting risks stemming from the \"Holding Foreign Companies Accountable Act\" (\"HFCAA\") enforced by the U.S. SEC.Heading into NIO's second quarter earnings call, the key focus area beyond its production and delivery ramp-up efforts is where the Chinese EV maker stands when it comes to managing regulatory risks, as well as how it will fare within the increasingly competitive landscape while broader macro uncertainties continue to worsen. On one hand, NIO's progress in ramping up volumes - a key focus area for most automakers within the industry's supply-driven operational environment - will be a core driver of the \"fundamental\" factor weighing on its valuation prospects. Meanwhile, on the other hand, NIO's position amid mounting regulatory risks and broad-based market uncertainties will determine the \"multiple\" factor weighing on its valuation prospects.The following analysis will explore both perspectives and their related implications on the NIO stock's outlook. We continue to caution regulatory risks as the largest factor that has been capping the stock's ability in unlocking its true valuation upsides, despite continued demonstration of resilient fundamentals from the underlying business.2Q22 and July'22 Production and DeliveriesAs previously discussed in our most recent coverage on the stock, NIO's record-setting deliveries during the second quarter, especially in June, continues to underscore its impressive strength in re-ramping productions as the worst of supply and logistics constraints resulting from recent COVID restrictions in core Chinese manufacturing hubs start to ease.Specifically, productions of the newest ET7 sedan, which began in March, was a highlight with 40x growth during the second quarter. Despite a slight setback in July due to limited supply of casting parts used in the production of its ET7 sedans, NIO has maintained momentum in ramping up productions with 2,473 units of the premium electric sedans delivered in the first month of 3Q22. This represents a delivery run-rate of at least 7,400 units of the ET7 in the current quarter (approx. +10% q/q), especially given its ongoing efforts in \"working closely with supply chain partners [to] accelerate vehicle production in the following months of the third quarter of 2022\". The positive results continue to underscore NIO's strength in navigating through unprecedented disruptions from supply chain bottlenecks across the auto industry.Key Focus Areas Weighing on NIO's FundamentalsLooking ahead, NIO is expected to post an even stronger second half of the year, with the introduction of a strong product pipeline that adds the newest ES7 SUV to its sales mix later this month, alongside updated 2022 ES8, ES6 and EC6 SUVs. Favourable policy support in China will also continue to be a boon to NIO's operational performance in the second half of the year.1. Near- to Medium-Term FocusSpecifically, from a fundamental perspective, the key focus area remains on NIO's ability to ramp up productions and deliveries within the supply-driven auto industry as mentioned in the earlier section. The lack of supplies and lingering logistics constraints from pandemic-era disruptions have upended the auto industry over the past year, especially for Chinese OEMs due to the region's strict COVID Zero policy which remain a pronounced downside risk for NIO. This is further corroborated by the Chinese EV maker's struggle with supply shortages in July that have impacted its ET7 sedan and EC6 SUV volumes per its latest delivery update, highlighting how NIO's production and delivery progress have largely been determined by \"supply availability\" over the past year.Investors will remain focused on updates regarding NIO's working relationship with suppliers at the EV maker's upcoming earnings call to gauge whether production can accelerate through the third quarter and the remainder of the year as management had promised. Another key focus area remains on whether any positive progress has been made since NIO's July delivery update press release, which in our view would imply improving fundamentals, lifting the stock from its current range-bound situation.2. Longer-Term FocusOver the longer-term, NIO's progress on growing its market share through globalization, and primarily, domestic expansion with newly planned sub-brands to better penetrate mass market opportunities will be the core piece in bolstering its fundamental performance. China remains the largest EV market, underscoring NIO's growth opportunities ahead as it works to extend its reach beyond the premium market.Specifically, China is expected to sell a new record of at least 6 million EVs by the end of the year, which would be double of the 3 million EVs sold in 2021. In July, China's EV sales represented more than a quarter of total new car registrations, underscoring the rapid rebound in demand following stringent COVID mobility restrictions in the preceding months. This continues to serve favourable tailwinds for domestic EV makers like NIO, which currently represent close to a fifth of China's EV sales, and growing. The statistics also validate current market observations of no material demand destruction observed across the Chinese EV market despite the recent economic slowdown, underscoring the industry's resilience and sustained growth as supply constraints - the primarily roadblock to further expansion - continue to ease.To better penetrate the growing domestic opportunities, NIO has been diversifying its portfolio of premium offerings to address demand across various price and vehicle segments, as observed through its recent introduction of newly designed mid-sized SUVs, as well as premium sedans. More importantly, NIO's upcoming launch of new lower-priced sub-brands focused on the mass market will further its fundamental growth over the longer-term.As discussed in detail in one of our previous coverages, NIO's introduction of a new sub-brand priced in the range of RMB 200,000 ($30,000) to RMB 300,000 ($44,000) will be critical in extending its reach beyond the premium EV market in China:Pertaining to NIO's new mass market brand, which was first mentioned in August 2021, the Chinese EV maker confirmed that it has entered into a \"strategic cooperation agreement with Hefei on the second phase of vehicle production plant and the facilities for key components at NeoPark\" in early May. However, specific details over the product pipeline and related pricing remain uncertain. To date, NIO has only disclosed that the new sub-brand will be a direct competition to Tesla's best-selling Model 3 and Model Y in China, but at a 10% discount in the RMB 200,000 ($30,000) to RMB 300,000 ($44,000) price range.Source: \"EV Roundup: Everything from Tesla to NIO, U.S. to China\"Start of productions and customer deliveries on the sub-brand offerings are expected to begin in the second half of 2024, supported by internally-developed 800-volt battery packs that are expected to launch around the same time. This continues to underscore NIO's strengths in maximizing returns on its investments in building out a vertically integrated business model. We view the internalized production of 800-volt battery packs, which offer better range and faster charge times, as a positive development in reducing reliance from its sole third-party battery supplier CATL amid the increasingly constrained raw material supply chain, while also aiding better cost controls to sustain continued auto margin expansion over the longer-term.In addition to the highly-anticipated sub-brand that NIO first introduced and confirmed in August 2021, there have also recently been reports circulating about NIO's plans on expanding further with a second sub-brand priced in the RMB 100,000 ($15,000) range to better compete against SAIC-GM-Wuling, the best-selling EV brand in China with its low-priced offerings like the \"Hongguang Mini\" (approx. $5,000) and the newest \"Baojun KiWi\" (approx. $11,000). Although this development has yet to be confirmed by NIO management, the materialization of the two sub-brands is expected to improve NIO's overall appeal to the mass market and support its ongoing efforts in penetrating opportunities within China's smaller tier 3 and tier 4 cities like Inner Mongolia and Heilongjiang, which are \"generally sensitive to monetary attributes\".Key Focus Areas Weighing on NIO Stock's ValuationsNIO's presence in the SEC's rolling list of delinquent issuers whose auditors are currently non-compliant with PCAOB inspection requests remains the biggest overhang on the stock's valuation from the \"multiple\" perspective.While we have previously pointed to NIO's partial state-ownership (approx. 8%) as a potential shield against ongoing regulatory woes at home experienced by data-heavy tech companies over the past year, the exact same structure might now backfire. The recent slew of voluntary delisting from U.S. exchanges observed across \"China's state-owned enterprises\" are sounding the alarm for a similar fate for NIO, given the partial stake owned by a consortium of municipal government agencies. As mentioned in the earlier section, national security concerns remain the biggest reason in China's pushback against U.S.-mandated PCAOB audit inspections. With NIO being a massive source of data on personal travel patterns across the domestic population, along with a meaningful organizational structural link to state-backed agencies, it could be caught in the ongoing regulatory tug-of-war between the CSRC and U.S. SEC, which remains the primary drag in its valuation discount to peers in the U.S. EV market. Specifically, many foreign investors have already abstained from committing new allocations to Chinese funds over the past 12 months as they remain on the sidelines due to mounting regulatory risks, causing the valuation multiples on Chinese equities to lose their lustre compared to their American counterparts.While NIO's \"homecoming\" listing in Hong Kong and additional listing in Singapore provides partial insulation against delisting risks by offering shareholders from its primary U.S. listing with an option to convert their ADRs for equivalents in the Asian exchanges in the unlikely event of its exit from the NYSE, it will be at a less attractive valuation. This represents another reason why NIO continues to trade at a discounted valuation multiple to its American peers despite having a \"back-up plan\" against U.S. delisting risks. The Asian exchanges are known for their \"less active and liquid markets\" compared to American exchanges - in Hong Kong, turnover in dual-listed stocks is merely half of volumes observed on the American exchanges, with risks of further declines as \"some institutional investors will not trade these stocks anymore\" if the primary U.S. listing is eliminated.Final ThoughtsBased on the foregoing analysis, it is clear as day that regulatory risks remain the largest overhang on the NIO stock, as it continues to make favourable progress from a fundamental perspective both in terms of ramping up volumes, as well as growing market share. Any positive development to ongoing HFCAA negotiations between the U.S. and Chinese regulators, or related efforts by NIO management on resolving the issue, will be catalytic in lifting the NIO stock from its range-bound trading with renewed valuation upsides that can match those of its American peers that exhibit similar fundamental growth profiles.While we remain optimistic on further upsides on the NIO stock at current levels, with the near-term price target set at $27 given its resilient business growth prospects, it will ultimately depend on the complete removal of the regulatory risk overhang to restore NIO's credibility as a viable high growth investment. For now, we continue to caution heightened delisting risks for NIO given its organizational structure's link to state-backed entities, in addition to broad-based market concerns on the near-term domestic economic slowdown in China, which could introduce further volatility to the NIO stock.","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199075457,"gmtCreate":1620659369279,"gmtModify":1704346356497,"author":{"id":"3580111995316077","authorId":"3580111995316077","name":"Yunnn","avatar":"https://community-static.tradeup.com/news/69a997f43c1ae1ab1328730154099e96","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580111995316077","idStr":"3580111995316077"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What’s the target entry price?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What’s the target entry price?","text":"$Tiger Brokers(TIGR)$What’s the target entry price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/199075457","isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3485547621367792","idStr":"3485547621367792"},"content":"Five bucks! No more! [Onlooker]","text":"Five bucks! No more! [Onlooker]","html":"Five bucks! No more! 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